n8n-nodes-halopsa

This is an n8n community node. It lets you use HaloPSA in your n8n workflows.

HaloPSA is a comprehensive Professional Services Automation (PSA) platform designed for Managed Service Providers (MSPs) and IT service businesses. It provides ticketing, billing, CRM, asset management, project management, and extensive integrations with third-party tools.

This node provides comprehensive operations for managing tickets, clients, users, assets, invoices, contracts, and 250+ other resources through the HaloPSA API.

n8n is a fair-code licensed workflow automation platform.

Installation Operations Credentials Compatibility Resources

Installation

Follow the installation guide in the n8n community nodes documentation.

Operations

This node supports 261 resources with operations including Create, Get, Get Many, Update, and Delete where applicable. Key resources include:

Core Resources

• Tickets (Faults): Create, read, update, delete tickets with full support for custom fields, attachments, and actions
• Clients (Area): Manage customer/client records with extensive field support including integrations
• Users: Manage user accounts, agents, and end users
• Sites: Manage client sites and locations
• Assets (Device): Manage hardware and software assets
• Contracts: Manage service contracts and recurring billing
• Invoices: Create and manage invoices, payments, and billing
• Projects: Project management with tasks and milestones
• Quotations: Create and manage sales quotations
• Knowledge Base (KBEntry): Manage knowledge base articles
• Appointments: Schedule and manage appointments
• Actions: Ticket actions and updates

Integrations

This node supports HaloPSA's extensive integration ecosystem including:

• RMM Tools: Datto RMM, N-Central, NinjaRMM, ConnectWise, Kaseya VSAX, and more
• Accounting: QuickBooks, Xero, Sage, MYOB, Exact, Fortnox, KashFlow
• Microsoft: Azure AD, Microsoft Teams, Dynamics 365, SharePoint
• Security: SentinelOne, Sophos, Tenable, SailPoint
• Documentation: ITGlue, Hudu, Confluence
• Collaboration: Slack, Mattermost, Zoom
• E-commerce: Shopify, Adobe Commerce, Amazon Seller
• And many more...

All Available Resources

Actions, Addigy, AddressBook, AddressStore, AdobeAcrobat, AdobeCommerce, AgentCheckIn, AgentImage, AiSuggestion, Alemba, AmazonSeller, AnalyzerProfile, Appointment, ApprovalProcess, ApprovalProcessRule, ApprovalStore, Area (Clients), AreaAzureTenant, AreaItem, AreaNote, AreaPopup, AreaRequestType, Armis, ArrowSphere, ATT, Attachment, Audit, AuditPasswordField, AuthInfo, Autoassign, Automation, Avalara, AWS, AzureADConnection, AzureADMapping, AzureDelta, AzureDevOps, AzureTranslate, BackgroundTask, BookingType, Bookmark, BudgetType, BulkEmail, BusinessCentral, CabHeader, CabMember, CabRole, CallLog, CannedText, CategoryDetail, Certificate, ChangeCalendar, ChargeRate, ChatFlow, ChatMatchingData, ChatProfile, ClientCache, Company, ConfigCommit, ConfirmClosure, Confluence, ConnectedInstance, ConsignmentHeader, ContactGroup, ContactGroupContacts, Contract, ContractHeader, ContractRule, ContractSchedule, ContractSchedulePlan, ContractTemplateHeader, Control, CostCentres, CriteriaGroup, CSPConsumptionData, CSPInvoice, CSPSubscriptionPricing, CSVTemplate, Currency, CustomButton, CustomButtonAudit, CustomQuery, CustomTable, DashboardLinks, DashboardLinksRepository, DattoCommerce, DattoRmm, Device, DeviceApplications, DeviceChange, DeviceLicence, DeviceMeterReading, DistributionLists, DistributionListsLog, DocumentCreation, Downtime, Dynamics365CRM, Dynatrace, EcommerceOrder, EmailAddressBook, EmailRule, EmailStore, Eracent, EscMsg, Event, EventRule, Exact, ExampleIntegration, Expense, ExternalLink, Facebook, FAQListHead, FaultApproval, FaultDraft, FaultForecasting, Faults (Tickets), FaultsViewLog, FaultToDo, Feed, Feedback, Field, FieldGroup, FieldInfo, FlowDetail, FlowHeader, ForecastDetails, Forethought, FormattedEmail, Fortnox, Generic, GoogleBusiness, GoToResolve, GWorkspace, HaloField, HaloIntegration, HaloNews, Health, HistoricalTicketVolumes, Holidays, Hopewiser, ImpersonationRequest, ImportCsv, IncomingEmail, IncomingEvent, IncomingWebhook, IncomingWebhookAttempt, IngramMicro, IngramMicroReseller, Instance, InstanceInfo, IntegrationConfiguration, IntegrationData, IntegrationDelta, IntegrationError, IntegrationExport, IntegrationFieldData, IntegrationFieldMapping, IntegrationLookUp, IntegrationRequest, IntegrationRunbookVariableGroup, IntegrationSiteMapping, IntegratorLog, IntegratorSchedule, IntegratorTrace, InvoiceChange, InvoiceDetailProRata, InvoiceHeader, InvoicePayment, ISLOnline, Item, ItemAccountsLink, ItemGroup, ItemStock, ItemStockHistory, ItemSupplier, Jamf, Jira, Journey, Kandji, KaseyaVSAX, Kashflow, KBEntry, KBEntryAnon, KeyVault, LanguagePack, LanguagePackTranslationsCustom, LapSafe, LDAPConnection, Licence, LicenceChange, LicenceInfo, LicenceRole, LiveChatHeader, LiveChatMsg, LoginToken, Lookup, Mail, Mailbox, MailboxCredential, MailCampaign, MailCampaignEmail, MailCampaignLog, Mailchimp, ManageEngine, MarketingOpen, MarketingUnsubscribe, Mattermost, MattermostChannel, MCP, MessageContent, MessageContentVariable, MicrosoftSubscriptionMapping, MicrosoftTeams, MicrosoftTeamsMapping, ModuleSetup, MYOB, NCentral, NHD_DeviceInfo, NHD_Identity_Application, NHD_Roles, NHServerConfig, NotificationContent, NotificationLog, ObjectMappingProfile, OnlineStatus, Opps (Opportunities), OrderHead, OrderLine, Organisation, OutboundIntegration, OutboundIntegrationMethod, OutboundIntegrationMethodValue, OutboundIntegrationRepository, Outgoing, OutgoingAttempt, OutgoingEmail, PagerDutyMapping, PartsLookup, PartsLookupConfirmation, Pax8, PdfTemplate, PdfTemplateRepository, Policy, PowerShellScript, PowerShellScriptCriteria, PowerShellScriptProcessing, PrepayHistory, Projects, ProjectSetupLines, PRTG, PublishProfiles, Qualification, QuickBooks, QuotationHeader, Raynet, RecurringInvoiceHeader, Release, ReleaseBranch, ReleaseComponent, ReleaseNoteGroup, ReleasePipeline, ReleaseProduct, ReleaseType, RemoteSessionData, RemoteSessionTeams, ReportData, ReportRepository, RequestType, RequestTypeField, RequestTypeGroup, ResourceType, Roadmap, SageBusinessCloud, SailPoint, SailPointRoleMapping, SailPointUserMapping, SalesMailbox, SalesMailboxDetail, SavedForecast, Schedule, ScheduleOccurrence, ScreenLayout, ScriptHeader, Search, SectionDetail, SecureSecretLink, SecurityCheck, SecurityQuestion, SecurityQuestionValidate, SentinelOne, ServiceAvailability, ServiceCategory, ServiceRequestDetails, ServiceRestriction, ServSite, ServStatus, SetupTab, SetupTabGroup, SharePoint, Shopify, SingleSignOnApplication, SingleSignOnAttempt, Site, Slack, SlackChatApp, SlackDetails, SlaHead, SnipeIT, Snow (ServiceNow), Sophos, SQLImport, StdRequest, StockBin, StockTrace, StreamOneIon, StyleProfile, SupplierOrderHeader, Synnex, Tabname, Tag, Tanium, TaskMonitorEvent, TaskSchedule, TaskTrace, Tax, TaxRule, TeamImage, TeamsChatMessage, TechDataReseller, Tenable, Tenant, Timesheet, TimesheetEvent, Timeslot, ToDoGroup, TOutcome, TranscriptionStore, Tree, TStatus, Twilio, TwilioWhatsApp, Twitter, TypeInfo, Uname (Agents), UnameEventSubscription, UnameNotification, UnamePresenceRule, UnamePresenceSubscription, UnsubEmailServiceUsers, UserChange, UserRoles, Users, Version, ViewColumns, ViewFilter, ViewListGroup, ViewLists, Virima, VirtualAgent, VMWorkspace, Vorboss, Webhook, WebhookEvent, WebhookRepository, WhatsApp, Wordpress, WordpressOrg, Workdays, WorkflowTarget, Xero, Xtype, XTypeMapping, XTypeRole, Zendesk, Zoom

Credentials

To use this node, you'll need to set up API credentials with HaloPSA:

1. Access your HaloPSA instance:

   • Log in to your HaloPSA admin portal
   • Navigate to Configuration > Integrations > HaloPSA API

2. Create API Application:

   • Click "View Applications" and then "New"
   • Set Application Name (e.g., "n8n Integration")
   • Set Authentication Method to "Client ID and Secret (Services)"
   • Set Login Type to "Agent"
   • Select an agent to use for API access
   • Enable the required permissions for the resources you need to access
   • Save and copy the Client ID and Client Secret

3. In n8n:

   • Create new credentials for "HaloPSA API"
   • Enter your HaloPSA instance URL (e.g., https://yourcompany.halopsa.com)
   • Enter the Client ID and Client Secret
   • Save the credentials

Compatibility

This node is compatible with n8n version 1.82.0 and above.

Resources

• n8n community nodes documentation
• HaloPSA
• HaloPSA API Documentation