Halo Service Solutions + Syncro

Create Halo Service Solutions tickets for new Syncro tickets effortlessly

Effortlessly manage your helpdesk tickets with this streamlined workflow between Syncro and Halo Service Solutions. When a new ticket is created in Syncro, it will also be added to Halo Service Solutions, ensuring all relevant information is easily accessible in both systems. This seamless integration saves valuable time and keeps your support team organized and efficient.

When this happens...
New Ticket
Triggers when a Ticket is created.
TriggerInstant
automatically do this!
Create Ticket
Creates a new Ticket in Halo.
ActionWrite

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Supported triggers and actions

What does this mean?

New Customer
Triggers when you create a customer.
Trigger
Instant
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New Payment
Triggers when a payment is made.
Trigger
Instant
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New Ticket
Triggers when a Ticket is created.
Trigger
Instant
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Ticket Status Changed
Triggers when a Ticket status is changed.
Trigger
Instant
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- Customer IDRequired
- Contact NameRequired
- Address Line 1
- Address Line 2
- City
- State
- Zip/Postal Code
- Contact Email
- Phone Number
- Mobile Phone
- Contact Notes
Action
Write

- Customer IDRequired
- Estimate DateRequired
- Estimate Note
- Estimate StatusRequired
- Ticket ID
- Estimate Location ID
Action
Write
- Customer Phone or EmailRequired
- Ticket SubjectRequired
- Issue TypeRequired
- Ticket Status
- Ticket Initial Issue
- Ticket Initial Issue Subject
- Location ID
Action
Write

- Phone NumberRequired
Action
Write
- Customer IDRequired
- Business Name
- First Name
- Last Name
- Customer Email
- Phone
- Mobile
- Address Line 1
- Address Line 2
- City
- State
- Zip/Postal Code
- Customer Notes
- SMS Service Enabled
- Opt Out
- No Email - Of Any Kind
- Receive Billing Emails
- Receive Marketing Emails
- Receive Report Emails
- Referred By
- Referred by Customer ID
- Tax Rate ID
- Notification Email
- Additional Invoice CC Email Addresses
- Invoice Terms ID
Action
Write
- Query
Action
Search
- DescriptionRequired
- Customer
- Site
- End-User
- Ticket Type
- Status
- Service Level Agreement
- Priority
- Team
- Agent
Trigger
Instant
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- 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

New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New RMM Alert
Triggers when an RMM Alert is created.
Trigger
Instant
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Ticket Resolved
Triggers when a Ticket is marked "Resolved".
Trigger
Instant
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- Appointment SubjectRequired
- Appointment Starts AtRequired
- Appointment Ends AtRequired
- Appointment Description
- Appointment Location Type
- Appointment Location
- Ticket ID
- Appointment Owner
- Additional Attendees
- All Day
- Customer ID
Action
Write
- First Name
- Last Name
- Business Name
- Email Address
- Phone Number
- Mobile Phone
- Street Address (Line 1)
- Address Line 2
- City
- State/County
- Zip/Postal Code
- Custom Fields
Action
Write
- First Name
- Last Name
- Business Name
- Email Address
- Phone Number
- Mobile Phone
- Street Address (Line 1)
- City
- State/County
- Zip/Postal Code
- Ticket Subject
- Ticket Description
- Ticket Issue Type
- Location ID
- Custom Fields
Action
Write
- Ticket IDRequired
- Start AtRequired
- Ends AtRequired
- User IDRequired
- Notes
- Product ID
- Comment ID
Action
Write
- Contact IDRequired
- Contact Name
- Customer ID
- Address Line 1
- Address Line 2
- Address City
- Address State
- Address Zip/Postal Code
- Contact Email
- Contact Phone
- Contact Title
- Contact Mobile Phone
- Contact Notes
Action
Write
- Ticket IDRequired
- Custom Field Ticket Type ID
- Ticket Number
- Ticket Subject
- Due Date
- Location ID
- Problem Type
- Ticket Status
- Assigned User ID
- Ticket Priority
- Contact ID
- Ticket SLA ID
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

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 Syncro

Syncro is a platform to manage your IT Consulting / Managed Services business with CRM, Ticketing, full-featured RMM (remote machine management) and an emphasis on great communication.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Halo Service Solutions + Syncro

Create Halo Service Solutions tickets for new Syncro tickets effortlessly

New Customer

New Payment

New Ticket

Ticket Status Changed

Create Contact

Contact NameRequired

Address Line 1

Address Line 2

City

State

Zip/Postal Code

Contact Email

Phone Number

Mobile Phone

Contact Notes

Create Estimate

Customer IDRequired

Estimate DateRequired

Estimate Note

Estimate StatusRequired

Ticket ID

Estimate Location ID

Create Ticket

Customer Phone or EmailRequired

Ticket SubjectRequired

Issue TypeRequired

Ticket Status

Ticket Initial Issue

Ticket Initial Issue Subject

Location ID

Log Call

Phone NumberRequired

Update Customer

Customer IDRequired

Business Name

First Name

Last Name

Customer Email

Phone

Mobile

Address Line 1

Address Line 2

City

State

Zip/Postal Code

Customer Notes

SMS Service Enabled

Opt Out

No Email - Of Any Kind

Receive Billing Emails

Receive Marketing Emails

Receive Report Emails

Referred By

Referred by Customer ID

Tax Rate ID

Notification Email

Additional Invoice CC Email Addresses

Invoice Terms ID

Find Customer

Query

Ticket Updated

DescriptionRequired

Customer

Site

End-User

Ticket Type

Status

Service Level Agreement

Priority

Team

Agent

Create Site

NameRequired

Customer NameRequired

Main SiteRequired