Connect Halo Service Solutions and monday.com to unlock the power of automation

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Quickly connect Halo Service Solutions to monday.com with a Zapier template.

Our most popular template

Create monday.com items for new tickets in Halo Service Solutions
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Halo Service Solutions + monday.com
Create tickets in Halo Service Solutions for new items in monday.com boards
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monday.com + Halo Service Solutions

Create monday.com items for new tickets in Halo Service Solutions

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Halo Service Solutions + monday.com

Create tickets in Halo Service Solutions for new items in monday.com boards

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monday.com + Halo Service Solutions

How Zapier works

Zapier makes it easy to integrate Halo Service Solutions with monday.com - no code necessary. See how you can get setup in minutes.

Select a trigger from Halo Service Solutions

A trigger is an event that starts your Zap and runs the workflow. For example, with Halo Service Solutions, a trigger could be "New Ticket."

A trigger is the event that kicks off your automated workflow.

Setup an action from monday.com

An action is what takes place after the automation is triggered. For example, with monday.com, the action could be "Archive Board."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Halo Service Solutions to monday.com

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Halo Service Solutions to monday.com integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about Halo Service Solutions + monday.com integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Halo Service Solutions and monday.com

How do I set up Halo Service Solutions to integrate with monday.com?

To set up the integration between Halo Service Solutions and monday.com, navigate to the 'Integrations' section within your Halo account. Here, you can select monday.com and follow the on-screen instructions to authenticate your monday.com account. Once authenticated, you can configure triggers and actions as per your workflow requirements.

Can I trigger specific actions in monday.com using data from Halo Service Solutions?

Yes, you can trigger specific actions in monday.com based on data from Halo Service Solutions. For example, when a new ticket is created in Halo, you can set a trigger that automatically creates a new task in monday.com or updates an existing item with relevant ticket details.

Are there any limitations on what data can be transferred between Halo Service Solutions and monday.com?

While most data fields can be mapped between Halo Service Solutions and monday.com, some custom fields may not be directly compatible without additional configuration or mapping rules. Ensure that both systems support the types of data you wish to synchronize.

Is it possible to update ticket status in Halo when an item is updated in monday.com?

Yes, you can configure an action that updates the status of a ticket in Halo whenever an item is updated in monday.com. This helps maintain coherence between both platforms by ensuring immediate status synchronization.

How frequently does synchronization occur between Halo Service Solutions and monday.com?

Our integration allows for near real-time synchronization between Halo Service Solutions and monday.com. However, the frequency of sync tasks may vary depending on network conditions and predefined settings within your integration preferences.

Can I customize what triggers actions across these two platforms?

Absolutely! You have the ability to customize triggers such as when a new contact is added or when an existing task is modified. These triggers facilitate automated responses or item creations across the platforms according to your specific operational workflows.

What kind of support does your team provide during integration setup?

We offer comprehensive support including step-by-step guides, troubleshooting assistance via our support portal, and direct contact with our customer support team to ensure smooth setup of the integration between Halo Service Solutions and monday.com.

Connect Halo Service Solutions and monday.com to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Description
  Required
- Customer
- Site
- End User
- Ticket Type
- Status
- Service Level Agreement
- Priority
- Team
- Agent
Trigger
Instant
Try It
- Name
  Required
- Top Level
- Important Customer
- Site Name
- Phone Number
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Postcode
- Contact Name
- Contact Email Address
Action
Write
- Email Address
  Required
- Ticket Type
- Summary
- Details
- Priority
Action
Write
- Board ID
  Required
Trigger
Instant
Try It
New Board
Triggers when a new board is created.
Trigger
Scheduled
Try It

- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It

- Board ID
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Override empty fields
Action
Write
- Board ID
  Required
- Column Title
  Required
- Column Type
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- Item Name
  Required
- Subitem Name
Action
Write
- Item ID
  Required
- Body
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Subitem ID
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
  Required
Action
Write
- Board ID
  Required
- User :
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column ID
  Required
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search

- Description
  Required
- Customer
- Site
- End User
- Ticket Type
- Status
- Service Level Agreement
- Priority
- Team
- Agent
Trigger
Instant
Try It
- Name
  Required
- Customer Name
  Required
- Main Site
  Required
- Phone Number
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Postcode
- Contact Name
- Contact Email Address
Action
Write
- Name
  Required
- Customer Name
  Required
- Site Name
  Required
- Email Address
- Network Login
- Phone Number
- Mobile Phone Number
Action
Write
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Scheduled
Try It
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- New Item Name Value
  Required
Action
Write
- Board Name
  Required
- Board Kind
  Required
- Template Id
- Workspace Id
Action
Write
- Board ID
  Required
- Group Name
  Required
Action
Write
- Board ID
  Required
- Item Name
  Required
- Subitem Name
Action
Write
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- New Group Title
- Should add group to top?
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column ID
  Required
- File
  Required
- File Name
  Required
Action
Write
- Board ID
  Required
- Column ID
  Required
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
Action
Search