HaloPSA and Segment integration

Add the starting point – a trigger on when your workflow should run: on an app event, on schedule, on a webhook call, when called by another workflow, or manually.

Add HaloPSA and Segment nodes to your workflow canvas. In some situations, either HaloPSA or Segment could already be your first step. Add your credentials for HaloPSA and Segment if necessary. Configure them as appropriate.

A connection establishes a link between HaloPSA and Segment nodes (or vice versa) to route data through the workflow. A connection between two nodes passes data from one node's output to another node's input. Each node can have one or multiple connections. Use core nodes to manipulate data fields, run custom JavaScript code, transform files, or branch out your flow.

Hit the Execute Workflow button, and you are ready to go!