HaloPSA and Microsoft Outlook automations — Payments & Subscriptions

Ready-made scenarios where HaloPSA and Microsoft Outlook work for you (payments & subscriptions): pick one — a copy appears in your account and runs on its own.

3 scenarios

On a webhook call from payPal — Sending emails in Microsoft Outlook
An invoice to the client — from one status change
Payment issue handling: a reply to the customer, an escalation to the team