Halo Service Solutions + Jobber

Generate tickets in Halo Service Solutions when updated invoices are detected in Jobber

Manage your service requests seamlessly with this workflow. As soon as an invoice is updated in Jobber, a ticket is created in Halo Service Solutions. This automation helps ensure that no task slips through the cracks, enhancing service request management and facilitating a more efficient handling of customer issues.

When this happens...
Invoice Updated
Triggers when a invoice is updated
TriggerInstant
automatically do this!
Create Ticket
Creates a new Ticket in Halo.
ActionWrite

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Supported triggers and actions

New Client Created
Triggers when a client is created.
Trigger
Instant
Try It
New Invoice Created
Triggers when an invoice is created.
Trigger
Instant
Try It
Job Closed
Triggers when a job is closed
Trigger
Instant
Try It
Job Updated
Triggers when a job is updated
Trigger
Instant
Try It
New Quote Created
Triggers when a quote is created.
Trigger
Instant
Try It

New Request Created
Triggers when a request is created.
Trigger
Instant
Try It
- Client IDRequired
- Tags to AddRequired
Action
Write

- ClientRequired
- Title
- Number of line itemsRequired
Action
Write
- ClientRequired
- Title
Action
Write
- Client Search Term (eg. name, email, or company name)
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Search or 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

Client Updated
Triggers when a client is updated
Trigger
Instant
Try It
Invoice Updated
Triggers when a invoice is updated
Trigger
Instant
Try It
New Job Created
Triggers when a job is created.
Trigger
Instant
Try It
Quote Approved
Triggers when a quote is approved
Trigger
Instant
Try It
Quote Sent
Triggers when a quote is sent
Trigger
Instant
Try It
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Write
- ClientRequired
- Title
- Instructions
- Start Date (yyyy-mm-dd)
- Create VisitsRequired
- Start Time (hh:mm:ss)
- End Time (hh:mm:ss)
- Invoicing ScheduleRequired
- Number of line itemsRequired
Action
Write
- Request IDRequired
- MessageRequired
Action
Write
- Client Search Term (eg. name, email, or company name)
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

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 Jobber

Jobber is the command centre for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.

Learn more

Related categories

Scheduling & Booking

Related Zap Templates

Create new Halo Service Solutions tickets from new jobs in Jobber

Related Zap Templates

Create new Halo Service Solutions tickets from new jobs in Jobber

Halo Service Solutions + Jobber

Generate tickets in Halo Service Solutions when updated invoices are detected in Jobber

Supported triggers and actions

New Client Created

New Invoice Created

Job Closed

Job Updated

New Quote Created

New Request Created

Add Tags to Client

Create Quote

Create Request

Find or Create Client

Ticket Updated

Create Site

Create User

Client Updated

Invoice Updated

New Job Created

Quote Approved

Quote Sent

Create Client

Create Job

Add Note to Request

Find Client

New Ticket

Create Customer

Create Ticket

About Halo Service Solutions

Related categories

About Jobber

Related categories

Related Zap Templates

Related Zap Templates