Halo ITSM

Halo ITSM + Konnectify

Halo ITSM Integration with Konnectify

Connect Halo ITSM with Konnectify to automate service desk, support, project, billing, customer, asset, and knowledge management workflows across your business apps.

Actions Agents Appointments Assets Attachments Clients Client Contracts Invoices Items KB Articles Opportunities Projects Quotations Reports Sites Statuses Suppliers Teams Ticket Types Tickets Users 2 Triggers 101 Actions

ON THIS PAGE

→ What is Halo ITSM? → API & authentication → How to connect → Triggers (2) → Actions (101) → Popular automations → FAQ

What is Halo ITSM?

Halo ITSM is an IT Service Management platform designed for service desks to manage tickets, assets, projects, knowledge articles, customer records, invoices, and operational workflows. It helps support teams centralize service delivery, automate ITIL-aligned processes, and improve visibility across requests and business services.

By integrating Halo ITSM with Konnectify, you can keep service desk data synchronized with your CRM, accounting, project management, collaboration, and reporting tools without manually exporting or re-entering records.

New to Halo ITSM?

Explore Halo ITSM to manage service desk, customer support, asset, and IT operations in one platform.

Visit Halo ITSM →

New to Konnectify?

Use Konnectify to build automated workflows between Halo ITSM and your other cloud applications.

What you can automate

• Create and update Halo ITSM tickets with custom fields.

• Sync projects, invoices, quotations, and opportunities.

• Manage clients, contracts, users, agents, teams, and sites.

• Create or retrieve assets, attachments, items, and suppliers.

• Maintain statuses, ticket types, reports, and KB articles.

• Trigger workflows when projects or invoices are updated.

API & Authentication

OAuth 2.0 authorization

Konnectify connects to Halo ITSM using OAuth 2.0. During setup, you provide your Halo ITSM domain, Client ID, and Client Secret, then authorize access through Halo ITSM’s secure authorization screen. Konnectify does not store your Halo ITSM username or password.

The authorization request uses scopes including all:standard, all:teams, admin:webhooks, and offline_access, enabling Konnectify to securely run service desk workflows and maintain the connection.

API capabilities

Read and manage tickets, actions, ticket types, and statuses
Work with clients, contracts, sites, users, agents, and teams
Create, update, list, retrieve, and delete operational records
Access assets, attachments, invoices, quotes, reports, and KB articles

Helpful links

Review Halo ITSM’s official resources for API availability, permissions, and product configuration.

Open Halo ITSM guides →

Note: API access, OAuth app creation, available scopes, and rate limits may vary by Halo ITSM plan, tenant configuration, and administrator permissions. If an action fails due to permissions, verify the connected Halo ITSM application and user rights.

How to Connect Halo ITSM to Konnectify

Prerequisites

A Konnectify account with permission to create or edit workflows.
Your Halo ITSM domain, for example yourcompany in yourcompany.haloitsm.com.
A Halo ITSM OAuth application with Client ID and Client Secret.
Halo ITSM permissions for the modules you want to automate.

Add Halo ITSM to a Workflow

Open Konnectify and create a new workflow or edit an existing one.
Search for Halo ITSM in the app selector.
Choose a Halo ITSM trigger or action as your workflow step.

Authorize via OAuth 2.0

Enter your Halo ITSM Domain, Client ID, and Client Secret.
Click to connect and approve the requested OAuth scopes in Halo ITSM.
Return to Konnectify after the authorization succeeds.

Configure the Trigger or Action

Map required fields such as ticket IDs, project IDs, invoice IDs, client IDs, names, dates, or statuses.
Use dynamic values from earlier workflow steps wherever needed.

Tip: For delete and update actions, confirm you are passing the correct Halo ITSM record ID. Deleted records and related objects may not be recoverable.

Test the Workflow

Run a test to verify that Konnectify can access Halo ITSM successfully.
Review the returned data and field mappings before going live.

Activate the Workflow

Turn on the workflow when your test passes.
Monitor workflow runs in Konnectify to confirm data is moving as expected.

Triggers 2

Halo ITSM includes 2 polling triggers in Konnectify. Polling triggers periodically check Halo ITSM for updated records and start workflows when matching changes are found.

Projects 1 trigger

Project Updated

This trigger fires whenever an existing Project is modified.

Invoices 1 trigger

Invoice Updated

This trigger fires whenever an existing Invoice is modified.

Actions 101

Use Halo ITSM actions in Konnectify to create, update, retrieve, list, and delete records across service desk, customer, billing, project, asset, and configuration modules.

Actions3 actions

Get Action By ID

Fetches a single action object from Halo ITSM using the action ID and its associated ticket ID.

List Actions

Fetches a list of action objects from Halo ITSM based on specific query parameters.

Delete Action

Deletes the action and related objects with the specified ID.

Agents3 actions

List Agents

Fetches an array of agents from Halo ITSM based on specific query parameters.

Get Agent By ID

Fetches a single agent object from Halo ITSM using the Agent ID.

Delete Agent

Deletes the agent and related objects with the specified ID.

Appointments5 actions

Create Appointment

Creates a new appointment in Halo ITSM.

Update Appointment

Updates an existing appointment in Halo ITSM.

List Appointments

Fetches an array of appointments from Halo ITSM based on specific query parameters.

Get Appointment By ID

Fetches a single appointment object from Halo ITSM using the Appointment ID.

Delete Appointment

Deletes the appointment and related objects with the specified ID.

Assets5 actions

Create Asset

Creates a new asset in Halo ITSM.

Update Asset

Updates an existing asset in Halo ITSM.

List Assets

Fetches an array of assets from Halo ITSM based on specific query parameters.

Get Asset By ID

Fetches a single asset object from Halo ITSM using the Asset ID.

Delete Asset

Deletes the asset and related objects with the specified ID.

Attachments5 actions

Create Attachment

Creates a new attachment in Halo ITSM.

Update Attachment

Updates an existing attachment in Halo ITSM.

List Attachments

Fetches an array of attachments from Halo ITSM. Each attachment returned will be in Base64 format.

Get Attachment By ID

Fetches a single attachment object from Halo ITSM using the Attachment ID. The attachment will be returned in Base64 format.

Delete Attachment

Deletes the attachment and related objects with the specified ID.

Clients5 actions

Create Client

Creates a new client in Halo ITSM.

Update Client

Updates an existing client in Halo ITSM.

List Clients

Fetches an array of client (customer) objects from Halo ITSM based on specific query parameters.

Get Client By ID

Fetches a single client (customer) object from Halo ITSM using the Client ID.

Delete Client

Deletes the client (customer) and related objects with the specified ID.

Client Contracts5 actions

Create Client Contract

Creates a new client contract in Halo ITSM.

Update Client Contract

Updates an existing client contract in Halo ITSM.

List Client Contracts

Fetches an array of contract objects from Halo ITSM based on specific query parameters.

Get Client Contract By ID

Fetches a single contract object from Halo ITSM using the Contract ID.

Delete Client Contract

Deletes the contract and related objects with the specified ID.

Invoices5 actions

Create Invoice

Creates a new invoice in Halo ITSM.

Update Invoice

Updates an existing invoice in Halo ITSM.

List Invoices

Fetches an array of invoice objects from Halo ITSM based on specific query parameters.

Get Invoice By ID

Fetches a single invoice object from Halo ITSM using the Invoice's ID.

Delete Invoice

Deletes the invoice and related objects with the specified id.

Items5 actions

Create Item

Creates a new item in Halo ITSM.

Update Item

Updates an existing item in Halo ITSM.

List Items

Fetches an array of item objects from Halo ITSM based on specific query parameters.

Get Item By ID

Fetches a single item object from Halo ITSM using the Item's ID.

Delete Item

Deletes the item and related objects with the specified id.

KB Articles5 actions

Create KB Article

Creates a new KB Article in Halo ITSM.

Update KB Article

Updates an existing KB Article in Halo ITSM.

List KB Articles

Fetches an array of knowledge base articles from Halo ITSM based on specific query parameters.

Get KB Article By ID

Fetches a single knowledge base article object from Halo ITSM using the KB Article ID.

Delete KB Article

Deletes the knowledge base and related objects with the specified id.

Opportunities5 actions

Create Opportunity

Creates a new opportunity in Halo ITSM.

Update Opportunity

Updates an existing opportunity in Halo ITSM.

List Opportunities

Fetches an array of opportunity objects from Halo ITSM based on specific query parameters.

Get Opportunity By ID

Fetches a single opportunity object from Halo ITSM using the Opportunity's ID.

Delete Opportunity

Deletes the opportunity and related objects with the specified id.

Projects5 actions

Create Project

Creates a new project in Halo ITSM.

Update Project

Updates an existing project in Halo ITSM.

List Projects

Fetches an array of project objects from Halo ITSM based on specific query parameters.

Get Project By ID

Fetches a single project object from Halo ITSM using the Project's ID.

Delete Project

Deletes the project and related objects with the specified id.

Quotations5 actions

Create Quote

Creates a new quote/quotation in Halo ITSM.

Update Quote

Updates an existing quote/quotation in Halo ITSM.

List Quotations

Fetches an array of quote objects from Halo ITSM based on specific query parameters.

Get Quotation By ID

Fetches a single quote object from Halo ITSM using the Quote's ID.

Delete Quotation

Deletes the quote and related objects with the specified id.

Reports5 actions

Create Report

Creates a new custom report in Halo ITSM.

Update Report

Updates an existing custom report in Halo ITSM.

List Reports

Fetches an array of report objects from Halo ITSM based on specific query parameters.

Get Report By ID

Fetches a single report object from Halo ITSM using the Report's ID.

Delete Report

Deletes the report and related objects with the specified id.

Sites5 actions

Create Site

Creates a new site in Halo ITSM.

Update Site

Updates an existing site in Halo ITSM.

List Sites

Fetches an array of site objects from Halo ITSM based on specific query parameters.

Get Site By ID

Fetches a single site object from Halo ITSM using the Site's ID.

Delete Site

Deletes the site and related objects with the specified id.

Statuses5 actions

Create Status

Creates a new status in Halo ITSM.

Update Status

Updates an existing status in Halo ITSM.

List Statuses

Fetches an array of status objects from Halo ITSM based on specific query parameters.

Get Status By ID

Fetches a single status object from Halo ITSM using the Status ID.

Delete Status

Deletes the Status and related objects with the specified id.

Suppliers5 actions

Create Supplier

Creates a new supplier in Halo ITSM.

Update Supplier

Updates an existing supplier in Halo ITSM.

List Suppliers

Fetches an array of supplier objects from Halo ITSM based on specific query parameters.

Get Supplier By ID

Fetches a single supplier object from Halo ITSM using the Supplier ID.

Delete Supplier

Deletes the supplier and related objects with the specified id.

Teams5 actions

Create Team

Creates a new team in Halo ITSM.

Update Team

Updates an existing team in Halo ITSM.

List Teams

Fetches an array of team objects from Halo ITSM based on specific query parameters.

Get Team By ID

Fetches a single team object from Halo ITSM using the Team ID.

Delete Team

Deletes the Team and related objects with the specified id.

Ticket Types5 actions

Create Ticket Type

Creates a new ticket type in Halo ITSM.

Update Ticket Type

Updates an existing ticket type in Halo ITSM.

List Ticket Types

Fetches an array of Ticket Types from Halo ITSM based on specific query parameters.

Get Ticket Type By ID

Fetches a single Ticket Type object from Halo ITSM using the Ticket Type's ID.

Delete Ticket Type

Deletes the Ticket Type and related objects with the specified id.

Tickets5 actions

Create Ticket

Creates a new ticket in Halo ITSM.

Update Ticket

Updates an existing ticket in Halo ITSM.

List Tickets

Fetches an array of ticket objects from Halo ITSM based on specific query parameters.

Get Ticket By ID

Fetches a single ticket object from Halo ITSM using the Ticket's ID.

Delete Ticket

Deletes the ticket and related objects with the specified id.

Users5 actions

Create User

Creates a new user in Halo ITSM.

Update User

Updates an existing user in Halo ITSM.

List Users

Fetches an array of user objects from Halo ITSM based on specific query parameters.

Get User By ID

Fetches a single user object from Halo ITSM using the User's ID.

Delete User

Deletes the User and related objects with the specified id.

Popular Automations

Here are common workflow ideas you can build with Halo ITSM and Konnectify.

Notify finance when invoices change

When an invoice is updated in Halo ITSM, retrieve the invoice details and pass them to your accounting, reporting, or notification workflow.

Invoice Updated→Get Invoice By ID→Update Report

Keep project systems synchronized

Use project changes in Halo ITSM to update downstream project dashboards, create follow-up tickets, or refresh client-facing records.

Project Updated→Get Project By ID→Create Ticket

Create tickets from external requests

Capture requests from forms, CRMs, chat tools, or email workflows and create structured Halo ITSM tickets with mapped custom fields.

External App Trigger→Create Ticket→Create Attachment

Automate customer onboarding records

When a customer is created in another app, create the corresponding client, site, user, contract, or asset records in Halo ITSM.

External Customer Trigger→Create Client→Create Site

FAQ

How does Konnectify authenticate with Halo ITSM?

Konnectify uses OAuth 2.0. You provide your Halo ITSM domain, Client ID, and Client Secret, then authorize access in Halo ITSM. Konnectify does not store your Halo ITSM username or password.

Which Halo ITSM plans are supported?

Any Halo ITSM plan that allows API access, OAuth application configuration, and the required module permissions can be used. If you cannot create OAuth credentials or access a module, contact your Halo ITSM administrator or Halo support.

How do Halo ITSM triggers work in Konnectify?

The available Halo ITSM triggers in this connector are polling triggers. Konnectify checks Halo ITSM periodically for updated projects or invoices and starts the workflow when new matching changes are detected.

How can I prevent duplicate records?

This connector provides create, update, list, and get actions rather than dedicated upsert actions. To prevent duplicates, first use a list or get action to search for an existing record, then branch your workflow to update the existing record or create a new one only when no match is found.

How are Halo ITSM rate limits handled?

Halo ITSM may enforce tenant or API rate limits. If a workflow hits a limit, review the run history, reduce unnecessary polling or list calls, add filters where possible, and avoid high-volume loops that call Halo ITSM for every record unless required.

Can I connect multiple Halo ITSM accounts?

Yes. You can create separate Halo ITSM connections in Konnectify for different tenants, domains, or OAuth applications. Name each connection clearly so workflow builders select the correct environment.

Can I map Halo ITSM ticket custom fields?

Yes. The Create Ticket and Update Ticket actions support custom fields. When configuring those actions, map the custom field values required by your Halo ITSM ticket type and workflow design.

Ready to automate your Halo ITSM workflows?

Connect Halo ITSM to Konnectify and automate service desk, customer, project, billing, and asset operations.

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