New conversations in Gmail — Customers in HaloPSA

The scenario catches new conversations in Gmail and creates customers in HaloPSA. Runs on its own, no manual copying.

  • No one who writes slips through: a message in Gmail means a card already waiting in HaloPSA.
  • Name and contacts fill in themselves, no typing.
  • You reply from the person's history, not a blank slate.
Add it to your accountScriptera

How it works

To create HaloPSA records from Gmail without manual input, use a ready-made scenario.

  1. Starts when: Gmail
  2. Then: Quickbooks

You can launch this Gmail + HaloPSA integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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