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Halo

Integrate Halo with Torq to automate IT service management and PSA workflows.

Updated today

Torq enables quick and easy integration with Halo, so you can automate anything and everything within moments. Torq's public Halo steps include:

  • Create Ticket

  • Update Ticket

  • Close a Ticket

  • List Tickets

  • And more...

If you don't see a step you need, you can create your own in various ways, such as using the Send an HTTP Request step or Torq's Step Builder, and share it across your organization.

To trigger a Torq workflow based on events sent from Halo, look here.

To use Halo steps in Torq workflows, look here.

Use Halo to trigger workflows in Torq

Create a Halo trigger integration in Torq

  1. Add a new integration instance: Go to Build > Integrations > Triggers > Halo, then click Add Instance.

  2. Configure the integration:

    1. Give the integration a unique and meaningful name.

    2. Click Add.

    3. Copy the generated endpoint.

Add the webhook in HaloPSA or HaloITSM

  1. Add new webhook: In HaloPSA or HaloITSM, navigate to Configurations > Integrations > Webhooks and select +New.

  2. Configure the webhook: Give your webhook a meaningful name.

    1. For Payload URL, paste the endpoint that you generated in Torq.

    2. At the bottom of the page, under Events, select which events you want forwarded to the webhook.

    3. Click Save.

  3. Finalize: After you have saved your events, click Save to save the webhook.

Now that you've successfully created a Halo trigger, you can build your first Halo-initiated workflow!

In Torq, go to Build > Workflows > Create a Workflow > New Blank Workflow, and select the trigger type: Integrations > Halo. Find your new trigger, and automate away!

Use Halo steps in Torq

Create a Torq Agent in HaloPSA

  1. Create a new agent: Navigate to Configuration > Teams & Agents > Agents and select +New.

  2. Configure the agent: Give the agent a name.

    1. Check the Is an API-only Agent box and set the Work Hours to 24 Hours.

    2. Click Save.

Create HaloPSA or HaloITSM API credentials

  1. Create new credentials: In HaloPSA or HaloITSM, navigate to Configurations > Integrations > HaloPSA API or HaloITSM API.

  2. Create a new application: Copy the Authorization Server endpoint. Select View Applications and select +New:

  3. Configure your API credentials:

    1. Enter a meaningful name for the integration.

    2. Select Client ID and Secret (Services) as the authentication method.

    3. Copy the Client ID and Secret.

    4. Under Login Type, select Agent, and select the agent you previously created.

    5. Under Permissions, select all.

  4. Finalize: Click Save.

Create a Halo steps integration in Torq

  1. Navigate to the Integration: Go to Build > Integrations > Steps > Halo and click Add Instance.

  2. Configure the integration:

    1. Enter a meaningful name for the integration.

    2. Enter the Token URL

      1. NOTE: for HaloITSM, you will also have to specify the tenant parameter in the URL.

    3. Paste the Client ID and Secret you copied earlier.

    4. Enter the scope, and the Base URL for the API calls.

  3. Finalize: Click Add.

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