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.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create Customer
Creates a new Customer in Halo.
ActionWrite

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Supported triggers and actions

- 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
- NameRequired
- Top Level
- Important Customer
- Site Name
- Phone Number
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Postcode
- Contact Name
- Contact Email Address
Action
Write

- Email AddressRequired
- Ticket TypeRequired
- Summary
- Details
- Priority
Action
Write

- DocumentRequired
Trigger
Polling
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- DescriptionRequired
- Customer
- Site
- End-User
- Ticket Type
- Status
- Service Level Agreement
- Priority
- Team
- Agent
Trigger
Instant
Try It
- NameRequired
- Customer NameRequired
- Main SiteRequired
- Phone Number
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Postcode
- Contact Name
- Contact Email Address
Action
Write
- NameRequired
- Customer NameRequired
- Site NameRequired
- Email Address
- Network Login
- Work Phone Number
- Mobile Phone Number
Action
Write

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

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 more