New customers in HaloPSA — Finding records in True Conf

The scenario catches new customers in HaloPSA and finds records in True Conf. Runs on its own, no manual copying.

  • For every new client in HaloPSA, their record in True Conf is found right away, if it exists.
  • Duplicates stop multiplying — the check runs before you create anything.
  • A client's history is at hand from the first second.
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How it works

To connect HaloPSA and True Conf, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: Schedule
  2. Then: Get Course
  3. Then: Aspro Cloud

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

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