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Halo Service Solutions + Paperless Forms

Create users in Halo Service Solutions from new entries in Paperless Forms

Streamline your onboarding process by connecting Paperless Forms and Halo Service Solutions with this efficient workflow. When a new entry is submitted to Paperless Forms, this automation will instantly create a user in Halo Service Solutions. Stay organized and save time by seamlessly managing new users within your system.

Streamline your onboarding process by connecting Paperless Forms and Halo Service Solutions with this efficient workflow. When a new entry is submitted to Paperless Forms, this automation will instantly create a user in Halo Service Solutions. Stay organized and save time by seamlessly managing new users within your system.

  1. When this happens...
    Paperless FormsPaperless Forms
    New Entry (Rest)

    Triggers when a new entry is submitted.

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

    Creates a new User in Halo.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Form Name

    Trigger
    Instant
    Try It
    • 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
    • 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
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
paperless-forms logo
paperless-forms logo

About Paperless Forms

Paperless Forms allows you to easily create and send custom forms on any device.
Help

Related categories

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