HaloPSA for your voice agent

HaloPSA is a service desk platform for managing IT support tickets, customers, assets, and service operations. It brings support workflows into one place so teams can resolve issues faster and keep work organized.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Needs setup
Plan
Every plan, from Starter at A$49 a month
How it connects
With your own HaloPSA app. You register an app in HaloPSA's developer settings, paste its client ID and secret in Connected apps, then sign in.
What it reads
44 actions, such as get Agent, get Appointment and get Asset.
What it changes
41 actions, such as create Ticket, upsert Agent and upsert Appointment.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 85. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

HaloPSA actions

Reads 44

  • Get Agent
  • Get Appointment
  • Get Asset
  • Get Attachment
  • Get Client Contract
  • Get Current Agent
  • Get Customer
  • Get Invoice
  • Get Item
  • Get Knowledge Base Article
  • Get Opportunity
  • Get Project
  • Get Quotation
  • Get Report
  • Get Site
  • Get Status
  • Get Supplier
  • Get Team
  • Get Ticket
  • Get Ticket Action
  • Get Ticket Type
  • Get User
  • List Agents
  • List Appointments
20 more
  • List Assets
  • List Attachments
  • List Client Contracts
  • List Customers
  • List Invoices
  • List Items
  • List Knowledge Base Articles
  • List Opportunities
  • List Priorities
  • List Projects
  • List Quotations
  • List Reports
  • List Sites
  • List Statuses
  • List Suppliers
  • List Teams
  • List Ticket Actions
  • List Tickets
  • List Ticket Types
  • List Users

Changes 20

  • Create Ticket
  • Upsert Agent
  • Upsert Appointment
  • Upsert Asset
  • Upsert Client Contract
  • Upsert Customer
  • Upsert Invoice
  • Upsert Item
  • Upsert Knowledge Base Article
  • Upsert Opportunity
  • Upsert Project
  • Upsert Quotation
  • Upsert Report
  • Upsert Site
  • Upsert Status
  • Upsert Supplier
  • Upsert Team
  • Upsert Ticket Action
  • Upsert Ticket Type
  • Upsert User

Deletes 21

  • Delete Agent
  • Delete Appointment
  • Delete Asset
  • Delete Attachment
  • Delete Client Contract
  • Delete Customer
  • Delete Invoice
  • Delete Item
  • Delete Knowledge Base Article
  • Delete Opportunity
  • Delete Project
  • Delete Quotation
  • Delete Report
  • Delete Site
  • Delete Status
  • Delete Supplier
  • Delete Team
  • Delete Ticket
  • Delete Ticket Action
  • Delete Ticket Type
  • Delete User

HaloPSA setup

  1. Registering your HaloPSA app

    Create an app in HaloPSA's developer settings and copy its client ID and secret. Connected apps shows the redirect address to give it.

  2. Signing in to HaloPSA

    Paste the client ID and secret in Connected apps, then sign in and approve access.

  3. Choosing the actions

    Choose which of the 85 actions the agent may use. Start with lookups and add the ones that change HaloPSA when you're ready.

  4. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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