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integrationAgile CRM node
integrationHaloPSA node

Agile CRM and HaloPSA integration

Save yourself the work of writing custom integrations for Agile CRM and HaloPSA and use n8n instead. Build adaptable and scalable Marketing, Sales, and Communication workflows that work with your technology stack. All within a building experience you will love.

How to connect Agile CRM and HaloPSA

  • Step 1: Set up n8n

  • Step 2: Create a new workflow to connect Agile CRM and HaloPSA

  • Step 3: Add the first step

  • Step 4: Add the Agile CRM node

  • Step 5: Authenticate Agile CRM

  • Step 6: Add the HaloPSA node

  • Step 7: Authenticate HaloPSA

  • Step 8: Configure Agile CRM and HaloPSA nodes

  • Step 9: Connect Agile CRM and HaloPSA

  • Step 10: Customize your Agile CRM and HaloPSA integration

  • Step 11: Save and activate workflow

  • Step 12: Test the workflow

Build your own Agile CRM and HaloPSA integration

Create custom Agile CRM and HaloPSA workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Agile CRM supported actions

Create
Create a new company
Delete
Delete a company
Get
Get a company
Get Many
Get many companies
Update
Update company properties
Create
Create a new contact
Delete
Delete a contact
Get
Get a contact
Get Many
Get many contacts
Update
Update contact properties
Create
Create a new deal
Delete
Delete a deal
Get
Get a deal
Get Many
Get many deals
Update
Update deal properties

HaloPSA supported actions

Create
Create a client
Delete
Delete a client
Get
Get a client
Get Many
Get many clients
Update
Update a client
Create
Create a site
Delete
Delete a site
Get
Get a site
Get Many
Get many sites
Update
Update a site
Create
Create a ticket
Delete
Delete a ticket
Get
Get a ticket
Get Many
Get many tickets
Update
Update a ticket
Create
Create a user
Delete
Delete a user
Get
Get a user
Get Many
Get many users
Update
Update a user

FAQs

  • Can Agile CRM connect with HaloPSA?

  • Can I use Agile CRM’s API with n8n?

  • Can I use HaloPSA’s API with n8n?

  • Is n8n secure for integrating Agile CRM and HaloPSA?

  • How to get started with Agile CRM and HaloPSA integration in n8n.io?

Looking to integrate Agile CRM and HaloPSA in your company?

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Why use n8n to integrate Agile CRM with HaloPSA

Build complex workflows, really fast

Build complex workflows, really fast

Handle branching, merging and iteration easily.
Pause your workflow to wait for external events.

Code when you need it, UI when you don't

Simple debugging

Your data is displayed alongside your settings, making edge cases easy to track down.

Use templates to get started fast

Use 1000+ workflow templates available from our core team and our community.

Reuse your work

Copy and paste, easily import and export workflows.

Implement complex processes faster with n8n

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