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integrationHaloPSA node
integrationOrbit node

HaloPSA and Orbit integration

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

How to connect HaloPSA and Orbit

  • Step 1: Create a new workflow
  • Step 2: Add and configure nodes
  • Step 3: Connect
  • Step 4: Customize and extend your integration
  • Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

HaloPSA and Orbit integration: Create a new workflow and add the first step

Step 2: Add and configure HaloPSA and Orbit nodes

You can find HaloPSA and Orbit in the nodes panel. Drag them onto your workflow canvas, selecting their actions. Click each node, choose a credential, and authenticate to grant n8n access. Configure HaloPSA and Orbit nodes one by one: input data on the left, parameters in the middle, and output data on the right.

HaloPSA and Orbit integration: Add and configure HaloPSA and Orbit nodes

Step 3: Connect HaloPSA and Orbit

A connection establishes a link between HaloPSA and Orbit (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

HaloPSA and Orbit integration: Connect HaloPSA and Orbit

Step 4: Customize and extend your HaloPSA and Orbit integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect HaloPSA and Orbit with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

HaloPSA and Orbit integration: Customize and extend your HaloPSA and Orbit integration

Step 5: Test and activate your HaloPSA and Orbit workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from HaloPSA to Orbit or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

HaloPSA and Orbit integration: Test and activate your HaloPSA and Orbit workflow

Build your own HaloPSA and Orbit integration

Create custom HaloPSA and Orbit 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.

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

Orbit supported actions

Create
Create an activity for a member
Get Many
Get many activities
Create or Update
Create a new member, or update the current one if it already exists (upsert)
Delete
Delete a member
Get
Get a member
Get Many
Get many members in a workspace
Lookup
Lookup a member by identity
Update
Update a member
Create
Create a note
Get Many
Get many notes for a member
Update
Update a note
Create
Create a post
Get Many
Get many posts
Delete
Delete a post

FAQs

  • Can HaloPSA connect with Orbit?

  • Can I use HaloPSA’s API with n8n?

  • Can I use Orbit’s API with n8n?

  • Is n8n secure for integrating HaloPSA and Orbit?

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

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Why use n8n to integrate HaloPSA with Orbit

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.

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