Halo Service Solutions + Zomentum

Create new customers in Halo Service Solutions when documents are approved in Zomentum

Improve your efficiency with this smooth workflow that initiates once a document is approved in Zomentum. This automation swiftly moves information to Halo Service Solutions, where a new customer is created without any manual data entry. This not only streamlines your process, but also ensures accurate customer records, saving you valuable time and giving you peace of mind.

When this happens...
Document Approved
Triggers when to get items details for the approved document.
TriggerScheduled
automatically do this!
Create Customer
Creates a new Customer in Halo.
ActionWrite

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Supported triggers and actions

What does this mean?

Client Created
Triggers when a new client is created.
Trigger
Scheduled
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Contact Created
Triggers when a new contact is created.
Trigger
Scheduled
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Document Approved
Triggers when to get items details for the approved document.
Trigger
Scheduled
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Document Updated
Triggers when Document is updated.
Trigger
Scheduled
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Opportunity Updated
Triggers when Opportunity is updated.
Trigger
Scheduled
Try It

- ClientCompanyId
- nameRequired
- companyTypeRequired
- logo
- Address Line 1
- Address Line 2
- pincode
- state
- country
- phone
- City
- Website
- Owner
- Source
- Campaign
- TwitterURL
- FacebookURL
- LinkedURL
- DateAcquired
- Owner Email
Action
Write
- OpportunityId
- NameRequired
- Client NameRequired
- Contact Email
- Opportunity Type
- Opportunity PipelineRequired
- Opportunity StageRequired
- Estimated Close Date
- Client Purchase Order (P.O.) Number
- Close Probability
- first nameRequired
- Last name
- Contact Type
- Estimated Value
- Source
- Campaign
- Owner Email
Action
Write

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ClientUserIdRequired
Action
Search
- 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

Client Updated
Triggers when a client is updated.
Trigger
Scheduled
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Contact Updated
Triggers when a contact is update.
Trigger
Scheduled
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Document Created
Triggers when a new Document is created.
Trigger
Scheduled
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Opportunity Created
Triggers when a new Opportunity is created.
Trigger
Scheduled
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Users
Triggers when fetch owner while creating client.
Trigger
Scheduled
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- ClientCompanyId
- emailRequired
- phone
- clientCompanyNameRequired
- contactType
- firstRequired
- last
- JobTitle
- Department
Action
Write
- OpportunityIdRequired
- Name
- Client Name
- Contact Email
- Opportunity Type
- Opportunity Pipeline
- Opportunity Stage
- Estimated Close Date
- Client Purchase Order (P.O.) Number
- Close Probability
- first name
- Last name
- Contact Type
- Estimated Value
- Source
- Campaign
- Owner Email
Action
Write
- ClientCompanyIdRequired
- GetOpportunities
- GetClientContact
Action
Search
- OpportunityIdRequired
Action
Search
- 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 Zomentum

Zomentum is a sales funnel management tool built for MSPs

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 + Zomentum

Create new customers in Halo Service Solutions when documents are approved in Zomentum

Client Created

Contact Created

Document Approved

Document Updated

Opportunity Updated

Create or Update Client

ClientCompanyId

companyTypeRequired

logo

Address Line 1

Address Line 2

pincode

state

country

phone

City

Website

Owner

Source

Campaign

TwitterURL

FacebookURL

LinkedURL

DateAcquired

Owner Email

Create or Update Opportunity

OpportunityId

NameRequired

Client NameRequired

Contact Email

Opportunity Type

Opportunity PipelineRequired

Opportunity StageRequired

Estimated Close Date

Client Purchase Order (P.O.) Number

Close Probability

first nameRequired

Last name

Contact Type

Estimated Value

Source

Campaign

Owner Email

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Get Client Contact

ClientUserIdRequired

New Ticket

DescriptionRequired

Customer

Site

End User

Ticket Type

Status

Service Level Agreement

Priority

Team

Agent

Create Customer

NameRequired

Top Level

Important Customer

Site Name

Phone Number

Address Line 1

Address Line 2

Address Line 3

Address Line 4

Postcode