Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

    1. When the field for webhook callback URL is visible, log in to the Halo PSA app.
    2. Navigate to Configuration > Integrations > Webhooks.


    3. Next, click New.
      image new webhooks button

    4. Fill in the fields for Webhook Name and Payload URL. You can leave the other fields with their default values.

      • Webhook Name - Enter a unique webhook name.


      • Payload URL - Enter the webhook callback URL from step 2.e in this field. 

    5. Anchor
      Add
      Add
      Next, click the Add button to add a new event. 
      image new webhook

    6. Anchor
      event
      event
      On the New Event screen, select Ticket Changed from the Event dropdown menu.

    7. Anchor
      save
      save
      Click Save on the New Event screen. 

    8. Repeat steps ef and g until all the following events are added.
      • Ticket Changed
      • Customer created
      • Customer updated
      • Customer deleted
      • Site created
      • Site updated
      • Site deleted
      • User created
      • User updated
      • User deleted
      • Invoice created
      • Invoice updated
      • Invoice deleted
    9. Then click Save on the New Webhook screen to keep the configuration.