Scriptera
HaloPSA and Microsoft Teams automations
Ready-made scenarios where HaloPSA and Microsoft Teams work for you: pick one — a copy appears in your account and runs on its own.
22 scenarios
- Unassigned support tickets — as a list in Microsoft Teams
- Customer tickets into team tasks
- Chat messages — into support tickets
- Support tickets — as a thread in your team chat
- All work accounts for a new hire from one form
- Early churn-risk detection from Zendesk tickets
- Daily duplicate-customer detection in your payment system
- Fast-track VIP support tickets — instant task and alert
- Stuck tickets, followed up automatically
- Urgent tickets become tasks and an instant team alert
- A support ticket digest — every morning
- A daily access check: two-factor and stale keys
- Ticket triage and escalation with response-time control
- A summary of support tickets — topics and customer mood
- All support tickets in one live spreadsheet
- Support metrics from two systems — in one weekly report
- SLA monitoring that warns before a ticket breaches
- Payment issue handling: a reply to the customer, an escalation to the team
- A requirements doc that keeps itself current
- Response to a leaked access key — deactivate and lock down
- AI support across every channel, grounded in your docs
- Guest-access hygiene — with sponsor warnings and an audit log
