HaloPSA and Salesforce integration

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

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How to connect HaloPSA and Salesforce

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 Salesforce integration: Create a new workflow and add the first step

Step 2: Add and configure HaloPSA and Salesforce nodes

You can find HaloPSA and Salesforce 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 Salesforce nodes one by one: input data on the left, parameters in the middle, and output data on the right.

HaloPSA and Salesforce integration: Add and configure HaloPSA and Salesforce nodes

Step 3: Connect HaloPSA and Salesforce

A connection establishes a link between HaloPSA and Salesforce (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 Salesforce integration: Connect HaloPSA and Salesforce

Step 4: Customize and extend your HaloPSA and Salesforce 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 Salesforce with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

HaloPSA and Salesforce integration: Customize and extend your HaloPSA and Salesforce integration

Step 5: Test and activate your HaloPSA and Salesforce workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from HaloPSA to Salesforce 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 Salesforce integration: Test and activate your HaloPSA and Salesforce workflow

Build your own HaloPSA and Salesforce integration

Create custom HaloPSA and Salesforce 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

Client
Site
Ticket
User

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

Salesforce supported actions

Add Note

Add note to an account

Create

Create an account

Create or Update

Create a new account, or update the current one if it already exists (upsert)

Delete

Delete an account

Get

Get an account

Get Many

Get many accounts

Get Summary

Returns an overview of account's metadata

Update

Update an account

Create

Create a attachment

Delete

Delete a attachment

Get

Get a attachment

Get Many

Get many attachments

Get Summary

Returns an overview of attachment's metadata

Update

Update a attachment

Add Comment

Add a comment to a case

Create

Create a case

Delete

Delete a case

Get

Get a case

Get Many

Get many cases

Get Summary

Returns an overview of case's metadata

Update

Update a case

Add Contact To Campaign

Add contact to a campaign

Add Note

Add note to a contact

Create

Create a contact

Create or Update

Create a new contact, or update the current one if it already exists (upsert)

Delete

Delete a contact

Get

Get a contact

Get Many

Get many contacts

Get Summary

Returns an overview of contact's metadata

Update

Update a contact

Create

Create a custom object record

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a custom object record

Get

Get a custom object record

Get Many

Get many custom object records

Update

Update a custom object record

Upload

Upload a document

Get Many

Get many flows

Invoke

Invoke a flow

Add Lead To Campaign

Add lead to a campaign

Add Note

Add note to a lead

Create

Create a lead

Create or Update

Create a new lead, or update the current one if it already exists (upsert)

Delete

Delete a lead

Get

Get a lead

Get Many

Get many leads

Get Summary

Returns an overview of Lead's metadata

Update

Update a lead

Add Note

Add note to an opportunity

Create

Create an opportunity

Create or Update

Create a new opportunity, or update the current one if it already exists (upsert)

Delete

Delete an opportunity

Get

Get an opportunity

Get Many

Get many opportunities

Get Summary

Returns an overview of opportunity's metadata

Update

Update an opportunity

Query

Execute a SOQL query that returns all the results in a single response

Create

Create a task

Delete

Delete a task

Get

Get a task

Get Many

Get many tasks

Get Summary

Returns an overview of task's metadata

Update

Update a task

Get

Get a user

Get Many

Get many users

HaloPSA and Salesforce integration details

HaloPSA is a powerful comprehensive software for IT services providers. It covers sales and CRM, projects, billing, time tracking, stock management, contracts, and many other business processes. It is easy to use and price friendly.

HaloPSA node docs + examples

HaloPSA credential docs

See HaloPSA integrations

Related categories

Communication

Salesforce is one of the best cloud-based CRM (Customer Relationship Management) platform. It is an integrated CRM that provides a single shared view of each customer for all the departments within an organization, such as Marketing, Sales, Commerce, and Service.

Salesforce node docs + examples

Salesforce credential docs

See Salesforce integrations

Related categories

Sales

Communication

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HaloPSA and Salesforce integration tutorials

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