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HaloPSA is a intuitive PSA software. Standardise your processes and keep your customers at the center of every conversation.


You can find authentication information for this node here.

Basic Operations#

  • Client
    • Create a client
    • Delete a client
    • Get a client
    • Get all clients
    • Update a client
  • Site
    • Create a site
    • Delete a site
    • Get a site
    • Get all sites
    • Update a site
  • Ticket
    • Create a ticket
    • Delete a ticket
    • Get a ticket
    • Get all tickets
    • Update a ticket
  • User
    • Create a user
    • Delete a user
    • Get a user
    • Get all users
    • Update a user

Example Usage#

This workflow allows you to create a client in HaloPSA. This example workflow uses the following nodes. - Start - HaloPSA

A workflow with the Harvest node

1. Start node#

The start node exists by default when you create a new workflow.

2. HaloPSA node (resource: client)#

This node will create a new client in HaloPSA.

  1. First of all, you'll have to enter credentials for the HaloPSA node. You can find out how to do that here.
  2. Select 'Client' in the Resource field.
  3. Select 'Create' in the Operation field.
  4. Enter the client name in the Name field.
  5. Add additional fields such as VIP or Website by clicking Add Field.

In the below screenshot you can see how the node creates a new client in HaloPSA.

Using the HaloPSA node to create a client