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Halo Service Solutions + Jotform

Create new Halo Service Solutions customers from new Jotform submissions

Streamline your customer registration process with this workflow. Whenever a new submission is made in Jotform, it initiates a customer creation process in Halo Service Solutions. It's a time-saving solution that ensures every submission translates into a potential customer, helping your business grow whilst eliminating manual data entry.

Streamline your customer registration process with this workflow. Whenever a new submission is made in Jotform, it initiates a customer creation process in Halo Service Solutions. It's a time-saving solution that ensures every submission translates into a potential customer, helping your business grow whilst eliminating manual data entry.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this!
    Halo Service SolutionsHalo Service Solutions
    Create Customer

    Creates a new Customer in Halo.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    Action
    Write
    • DescriptionRequired

    • Customer

    • Site

    • End User

    • Ticket Type

    • Status

    • Service Level Agreement

    • Priority

    • Team

    • Agent

    Trigger
    Instant
    Try It
    • DocumentRequired

    Trigger
    Scheduled
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • DescriptionRequired

    • Customer

    • Site

    • End-User

    • Ticket Type

    • Status

    • Service Level Agreement

    • Priority

    • Team

    • Agent

    Trigger
    Instant
    Try It
halo-service-solutions logo
halo-service-solutions logo

About Halo Service Solutions

Halo Service Solutions is a UK based company, which provides Service Desk, ITSM and PSA software solutions.

Related categories

  • Project Management
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jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
Learn moreHelp

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