HaloPSA and Keap automations

Ready-made scenarios where HaloPSA and Keap work for you: pick one — a copy appears in your account and runs on its own.

72 scenarios

New contacts in Keap — Deleting users in HaloPSA
New action sequences in keap — Users in HaloPSA
New contacts in Keap — Updating users in HaloPSA
New contacts in Keap — Deleting customers in HaloPSA
New action sequences in keap — Customers in HaloPSA
New tags in Keap — Deleting users in HaloPSA
New contacts in Keap — Users in HaloPSA
Updated contacts in Keap — Updating tickets in HaloPSA
New contacts in Keap — Finding tickets in HaloPSA
Updated customers in HaloPSA — Sending emails in Keap
New files in Keap — Updating customers in HaloPSA
New contacts in Keap — Users in HaloPSA
New customers in HaloPSA — Contacts in Keap
Updated contacts in Freshdesk — Tickets in Freshdesk
New users in HaloPSA — Deleting contacts in Keap
Deleted contacts in Keap — Customers in HaloPSA
Deleted contacts in Keap — Deleting users in HaloPSA
Updated contacts in Keap — Updating customers in HaloPSA
New customers in HaloPSA — Notes in Keap
Deleted contacts in Keap — Users in HaloPSA
New users in HaloPSA — Emails in Keap
New emails in Keap — Tickets in HaloPSA
New files in Keap — Updating tickets in HaloPSA
New customers in HaloPSA — Emails in Keap
New users in HaloPSA — Tags in Keap
New customers in HaloPSA — Updating contacts in Keap
Deleted contacts in Keap — Updating customers in HaloPSA
New tickets in HaloPSA — Sending emails in Keap
New users in HaloPSA — Updating contacts in Keap
New contacts in Keap — Customers in HaloPSA
Updated customers in HaloPSA — Tags in Keap
New orders in Keap — Users in HaloPSA
New contacts in Keap — Finding emails in Gmail
New form responses in Formstack — Updating users in HaloPSA
New form responses in Formstack — Users in HaloPSA — variant 2
New records in Google Sheets — Users in HaloPSA — variant 2
New customers in HaloPSA — Updating notes in Keap
Updated contacts in Keap — Customers in HaloPSA
New notes in Keap — Tickets in HaloPSA
New contacts in Keap — Customers in HaloPSA
New customers in HaloPSA — Tags in Keap
Deleted contacts in Keap — Updating tickets in HaloPSA
New contacts in Keap — Subscribers in Mailchimp — variant 3
New contacts in Keap — Updating users in HaloPSA
New customers in Keap — Orders in Keap
New users in HaloPSA — Sending emails in Keap
New customers in HaloPSA — Companies in Keap
New contacts in Keap — Updating customers in HaloPSA
New contacts in Keap — Users in HaloPSA
New users in HaloPSA — Companies in Keap
New customers in HaloPSA — Sending emails in Keap
Updated contacts in Keap — Users in HaloPSA
New users in HaloPSA — Contacts in Keap
New users in HaloPSA — Running apis in Keap
New contacts in Keap — Updating customers in HaloPSA
New companies in Keap — Customers in HaloPSA
Updated customers in HaloPSA — Contacts in Keap
On a webhook call from payPal — Sending emails in Keap
New users in HaloPSA — Sending emails in Keap
Urgent messages from Telegram — into Telegram and HaloPSA
Checking new HaloPSA users via hunter with an alert through Keap
Onboarding event attendees — on autopilot
All work accounts for a new hire from one form
An invoice to the client — from one status change
Stuck tickets, followed up automatically
A summary of support tickets — topics and customer mood
Customer feedback from every channel, turned into themes and tasks
Support metrics from two systems — in one weekly report
Support ticket replies drawn from your own FAQ list
Payment issue handling: a reply to the customer, an escalation to the team
Voice of the customer from every channel: collected, clustered, acted on
AI support across every channel, grounded in your docs