Connect Halo Service Solutions and monday.com to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Halo Service Solutions to monday.com with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Halo Service Solutions with monday.com - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Ticket" from Halo Service Solutions.
Add your action
An action happens after the trigger—such as "Archive Board" in monday.com.
You’re connected!
Zapier seamlessly connects Halo Service Solutions and monday.com, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- DescriptionRequired
- Customer
- Site
- End User
- Ticket Type
- Status
- Service Level Agreement
- Priority
- Team
- Agent
Try ItTriggerInstant- 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
ActionWrite- Email AddressRequired
- Ticket TypeRequired
- Summary
- Details
- Priority
ActionWrite- Board IDRequired
Try ItTriggerInstant
- DescriptionRequired
- Customer
- Site
- End-User
- Ticket Type
- Status
- Service Level Agreement
- Priority
- Team
- Agent
Try ItTriggerInstant- 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
ActionWrite- NameRequired
- Customer NameRequired
- Site NameRequired
- Email Address
- Network Login
- Work Phone Number
- Mobile Phone Number
ActionWrite- Item_created_in_board_copy
- Board IDRequired
Try ItTriggerInstant
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Halo Service Solutions and monday.com
Track project updates from tickets
As tickets in Halo Service Solutions are updated, Zapier updates the corresponding items in a monday.com board. This provides business owners with a clear view of ticket progress and ensures project tracking remains up-to-date. Automating this workflow minimizes information gaps and enhances visibility into operations.
Business Owner
Sync new tickets with monday.com boards
When a new ticket is created in Halo Service Solutions, Zapier logs it as a new item in the selected monday.com board. This simplifies communication between service and project teams, ensuring everyone stays informed about issues. By automating the ticket logging process, it reduces manual data entry and enhances issue tracking efficiency.
ITLearn how to automate monday.com on the Zapier blog
Frequently Asked Questions about Halo Service Solutions + monday.com integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Halo Service Solutions and monday.com
How do I set up Halo Service Solutions to integrate with monday.com?
To set up the integration between Halo Service Solutions and monday.com, navigate to the 'Integrations' section within your Halo account. Here, you can select monday.com and follow the on-screen instructions to authenticate your monday.com account. Once authenticated, you can configure triggers and actions as per your workflow requirements.
Can I trigger specific actions in monday.com using data from Halo Service Solutions?
Yes, you can trigger specific actions in monday.com based on data from Halo Service Solutions. For example, when a new ticket is created in Halo, you can set a trigger that automatically creates a new task in monday.com or updates an existing item with relevant ticket details.
Are there any limitations on what data can be transferred between Halo Service Solutions and monday.com?
While most data fields can be mapped between Halo Service Solutions and monday.com, some custom fields may not be directly compatible without additional configuration or mapping rules. Ensure that both systems support the types of data you wish to synchronize.
Is it possible to update ticket status in Halo when an item is updated in monday.com?
Yes, you can configure an action that updates the status of a ticket in Halo whenever an item is updated in monday.com. This helps maintain coherence between both platforms by ensuring immediate status synchronization.
How frequently does synchronization occur between Halo Service Solutions and monday.com?
Our integration allows for near real-time synchronization between Halo Service Solutions and monday.com. However, the frequency of sync tasks may vary depending on network conditions and predefined settings within your integration preferences.
Can I customize what triggers actions across these two platforms?
Absolutely! You have the ability to customize triggers such as when a new contact is added or when an existing task is modified. These triggers facilitate automated responses or item creations across the platforms according to your specific operational workflows.
What kind of support does your team provide during integration setup?
We offer comprehensive support including step-by-step guides, troubleshooting assistance via our support portal, and direct contact with our customer support team to ensure smooth setup of the integration between Halo Service Solutions and monday.com.
