New users in HaloPSA — Sending messages in Oko Crm

The scenario catches new users in HaloPSA and sends messages in Oko Crm. Runs on its own, no manual copying.

  • The team learns about every new hire from HaloPSA via a message in Oko Crm.
  • A new person doesn't start in a vacuum — they're introduced right away.
  • You don't write welcomes and announcements by hand.
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How it works

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

  1. Starts when: Schedule
  2. Then: Wordpress
  3. Then: Discord

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

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