Act! integration with Halo Service Solutions
How to Create users in Halo Service Solutions from new Act! contacts
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create users in Halo Service Solutions from new Act! contacts" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Halo Service Solutions integrations
Halo Service Solutions actions
Nekton can use any feature that is available in Halo Service Solutions API.
Using our advanced AI, you can easily create custom automations for Halo Service Solutions.
Here are some typical actions you can do in your automated workflows.
Create Customer
Creates a new Customer in Halo.
Create Ticket
Creates a new Ticket in Halo.
Create Site
Creates a new Site in Halo.
Create User
Creates a new User in Halo.
New Ticket
Triggers when a new ticket is created in Halo.
Ticket Updated
Triggers when a ticket is updated in Halo.
About Halo Service Solutions
Halo Service Solutions is a UK based company, which provides Service Desk, ITSM and PSA software solutions.