Scriptera
HaloPSA automations
Ready-made scenarios where HaloPSA works for you: pick one — a copy appears in your account and runs on its own.
55 scenarios
- New Stripe customers and payments — into HaloPSA
- Creating a client in your tracking system — in one step
- Create a customer and add them straight to a mailing segment
- Security incident cases, managed by the scenario
- A list of open tickets for the team — every morning before standup
- Unassigned support tickets — as a list in Telegram
- Store orders and support tickets — always in sync
- A closed deal — instantly a customer in billing
- Customer tickets into team tasks
- Support tickets — straight into dev tasks
- Support tickets — into dev tasks
- Financial transactions — into your analytics store, every week
- Chat messages — into support tickets
- Support tickets — as a thread in your team chat
- Reset every helpdesk user's roles to your default set
- Onboarding event attendees — on autopilot
- Customer emails become support tickets with a spreadsheet log
- Bug reports from support — collected into one table
- All work accounts for a new hire from one form
- Stripe payments — as notes in Pipedrive
- Early churn-risk detection from Zendesk tickets
- Daily duplicate-customer detection in your payment system
- Support tickets — into the customer's card on their own
- Auto-tagging of support tickets
- An invoice to the client — from one status change
- Support users always match the company directory
- Support emails become tickets with a priority attached
- Fast-track VIP support tickets — instant task and alert
- Stuck tickets, followed up automatically
- HaloPSA tickets straight to the right Pipedrive owner
- Support system users — always in step with your directory
- Urgent tickets become tasks and an instant team alert
- A support ticket digest — every morning
- A daily access check: two-factor and stale keys
- Stripe invoices from your wholesale orders table
- Ticket triage and escalation with response-time control
- Ticket comments — onto the client's CRM card automatically
- A summary of support tickets — topics and customer mood
- All support tickets in one live spreadsheet
- Customer feedback from every channel, turned into themes and tasks
- A knowledge base from support tickets — automatically
- Support metrics from two systems — in one weekly report
- Support ticket replies drawn from your own FAQ list
- SLA monitoring that warns before a ticket breaches
- Security alert enrichment with threat context — automated
- Voice of the customer from every channel: collected, clustered, acted on
- Payment issue handling: a reply to the customer, an escalation to the team
- Full support-desk reach for your AI helper
- A requirements doc that keeps itself current
- A shop support assistant — orders and delivery in chat
- Response to a leaked access key — deactivate and lock down
- Accounting on request: invoices, payments and customers in plain words
- A website-chat bot from your knowledge base, watched by the team
- AI support across every channel, grounded in your docs
- Guest-access hygiene — with sponsor warnings and an audit log
