HaloPSA is a modern and intuitive all-in-one professional services automation (PSA) solution, designed for service providers. HaloPSA’s cloud platform helps you manage your entire business, modernize customer experience and automate your service.
If you use HaloPSA for PSA requirements, you can integrate it with Squadcast, an end-to-end Incident Response and Reliability Workflow platform, to route detailed alerts from HaloPSA to the right users in Squadcast. This blog is a step-by-step guide that will help you set up Squadcast-HaloPSA Integration.
Using HaloPSA as an Alert Source
Step1: Navigate to Services, click on Service Overview and select or search for your Service.
Step2: Expand the accordion, in the Alert Sources section, click Add.
Step3: Select HaloPSA. Copy the displayed Webhook URL to configure it within HaloPSA. Finish by clicking Add Alert Source and then on Done.
Please note: When an alert source turns Active, it’ll show up under Configured Alert Sources, you can either generate a test alert from the integration or wait for a real-time alert to be generated by the Alert Source. An Alert Source is active if there is a recorded incident via that Alert Source for the Service.
Create a Squadcast Webhook Alert in HaloPSA
Step1: Login to your HaloPSA dashboard. Under the Configuration tab, select Integrations and click on Webhooks.
Step2: Click on New. Enter the Webhook Name and paste the previously copied Squadcast Webhook URL in the Payload URL placeholder.
Step3: Select Standard Webhook as the Webhook Type and Post as Method. Select application/json as Content-Type and No authentication as Authentication. Then check the Enabled checkbox.
Step4: Click on Add +. Enter New Tickets Logged and Closed as Events. Then click on Save.
That's it, you are good to go! Your HaloPSA-Squadcast integration is now complete. Whenever HaloPSA fires an alert, an incident will be created in Squadcast for it. Also, when the ticket is Closed in HaloPSA, the corresponding incident gets auto-resolved.
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