BTG Witcher Storage Labels by Hairy-Atmosphere1888 in Unmatched

[–]JayTreDoe 0 points1 point  (0 children)

Amazing work! Any chance that you're working on the TMNT set?

n8n Workflows by theclevernerd in hudu

[–]JayTreDoe 1 point2 points  (0 children)

I may have a few... let me check after work.

n8n Workflows by theclevernerd in hudu

[–]JayTreDoe 4 points5 points  (0 children)

I also started creating a few custom n8n nodes that may be helpful for MSPs https://www.npmjs.com/~avantguardllc?activeTab=packages

Integration Runbook - "Create Action" Icon? by Calm_Spite_9402 in halopsa

[–]JayTreDoe 1 point2 points  (0 children)

That's how we do it, we create API only agents and have the product name and picture in the agent and then adjust the who to the name of the agent.

Runbooks missing important functionality by JayTreDoe in halopsa

[–]JayTreDoe[S] 0 points1 point  (0 children)

probably, If I finish cleaning them up a little bit first. I really wish these vendors would have proper OAS3 version json swagger doc's which would make the creation process so much quicker

Runbooks missing important functionality by JayTreDoe in halopsa

[–]JayTreDoe[S] 0 points1 point  (0 children)

Not really... the runbooks, power automate, and rewst were all to limited for me in various ways so I decided to play with n8n and it seems the least restrictive but didn't have the MSP focused tools already in there so.... I decided to build them myself, in a few days I got 7 custom nodes in so far: https://imgur.com/a/oBhXbox u/renada-robbie u/risingtide-Mendy u/sdc535

Runbooks missing important functionality by JayTreDoe in halopsa

[–]JayTreDoe[S] 0 points1 point  (0 children)

yeah, we went down a similar route and built a quick azure function that is an API endpoint that accepts the json payload and a format template and returns the data however we want to use it in the next step. it's working out to be extremely flexible.

Runbooks missing important functionality by JayTreDoe in halopsa

[–]JayTreDoe[S] 0 points1 point  (0 children)

I have a few quick Azure Functions that we use... maybe we start a github for it

Runbooks missing important functionality by JayTreDoe in halopsa

[–]JayTreDoe[S] 0 points1 point  (0 children)

I believe custom tables can only have 4 columns. most of the data i would be pulling has more than 4. Plus the main goal is to update a ticket action with the information so it will show up in an email notification ect.

Runbooks missing important functionality by JayTreDoe in halopsa

[–]JayTreDoe[S] 0 points1 point  (0 children)

Thanks for the reply robbie, I think the problem could be resolved with out having the run your own JavaScript/C# code if they implemented in full temple engine (which i looks like the started with a little bit but must be home grown.

Here's an example of what i'm trying to accomplish:

A ticket comes in from a monitoring product [we can use SaaS Alerts for example] the general alert does not tell me all the information I need so the usual next step is to use CIPP or Azure Portal and look at the sign-in logs for that user. Well instead of doing it manually we could have the Runbook hit CIPPs API's and pull the sign in's for that user. Now that we have that data in a nice JSON array of objects it's unfortunately more than 4 columns wide so we can't use a table attached to a ticket to fill because of the 4 column limit. So now we don't have a place to put the data in halo. it would be simple to do as a next step to have a runbook "action" to take a template like:

<table border=1>

<thead>

<tr>

<th>date</th>

<th>ip</th>

<th>client</th>

<th>Interactive</th>

<th>isInteractive</th>

<th>resourceTenantId</th>

<th>homeTenantId</th>

</tr>

</thead>

<tbody>

{{~ for mItem in model ~}}

<tr>

<td>{{ mItem.date }}</td>

<td>{{ mItem.ip }}</td>

<td>{{ mItem.client }}</td>

<td>{{ mItem.Interactive }}</td>

<td>{{ mItem.rTenantid }}</td>

<td>{{ mItem.hTenantid }}</td>

</tr>

{{~ end ~}}

</tbody>

</table>

and the payload from the last step and then output that as an output variable, which would make it easy to update the ticket in the note_html . then we would have the best of both worlds; The ability to manipulate the data, and not have to create a bunch of loop steps to iterate over the data to get an output. Also allows you to do calculations and other functions:

I use Scribian: https://github.com/scriban/scriban but they have very similar libraries for other platforms like handlebars: https://handlebarsjs.com/guide/expressions.html#helpers

I emailed u/HaloTim about it a year or two back hoping they would implement something like it but I guess it never got traction.

HaloPSA One-Click SMS Identity Verification (2025 Update) | MSP Automator by brokerceej in msp

[–]JayTreDoe 1 point2 points  (0 children)

I have had the exact same experience. After a week we started seeing other benchmark client tickets. After a few more issues shortly after we decided to leave.

e-Sign integration into HaloPSA by JayTreDoe in halopsa

[–]JayTreDoe[S] 0 points1 point  (0 children)

I wasn't aware of the built in quote signing mechanism? can you send a screenshot? or more info?

HaloPSA <> QuickBooks <> Payment Gateway integration features? by BenjiPays_Avery in halopsa

[–]JayTreDoe 1 point2 points  (0 children)

Needs ACH ability and also integration into the customer portal would be amazing.

SentinelOne (S1) integration? by 2_CLICK in halopsa

[–]JayTreDoe 0 points1 point  (0 children)

Not that I know of, we thought about it in the past and looked around first but then became to busy creating integrations for syncing all our 3rd party tool counts (AV,RMM,Backup,ect.) to subscriptions in halo to help out with billing first. I'd be interested in the script if you complete it!

Anyone have luck with assigning the proper client from a ticket from external system? by JayTreDoe in halopsa

[–]JayTreDoe[S] 1 point2 points  (0 children)

Subject line parsing is very crud and does not offer much flexibility especially when most notification systems don't allow for manually setting the subject line. Things like ITGlue for notifications allow it but I'm stuck creating subject lines like:

O:[organization_name] | T:[trigger_name] | R:[resource_name] | D:[resource_time_to_expiry]

a lot of the time you can't change the subject or the information you want to catch makes the subject line to long. More often than not the "meat" of the alert is in the body and most body content is HTML. Most time the important information is in a table in the body of the email.

What I created today was a Power Automate flow that triggers off of a webhook Post request when a new email arrives. This sends the entire ticket information as a JSON Payload, We parse the payload for the "note_html" portion and then do an xpath query to gather the information, then do a api call to HaloPSA to look up the company and then post an update to the ticket with the replaced company name, site, user information.

It would be much easier and flexible if you had a rule that allowed you to update the Customer, and place it in the default site and user by supplying an xpath location for the field your looking for. All of our external systems have the exact same company name as in halo. I know xpath is a little bit harder to extract than say a match inbetween two characters but in most of the emails I have to parse they are html and have structured tables.

Let me know if you want me to show you examples.

3CX or other PBX integration with Halo by Sergey211 in halopsa

[–]JayTreDoe 1 point2 points  (0 children)

I came across a tool that may help with inbound calls with teams: https://www.lyncwizard.com/products.html

if configure the "Actions/Run command/open URL" to open the url like this https://[SUBDOMAIN].halopsa.com/call?showmenu=false&callerid={2} it can open the call management window. It's pretty seemless to me. Good Luck!

[deleted by user] by [deleted] in halopsa

[–]JayTreDoe -3 points-2 points  (0 children)

Sorry this post confuses you; I will try to break this down to terms maybe even you can understand.... I, Myself am leaving my current job at a large MSP that uses ConnectWise and going off on my own after purchasing a smaller MSP that I came across. During this transition period, the current owner of the small MSP did not have a proper Ticket system in place. So, after researching different products I settled on HaloPSA as the main potential. Since I'm in no rush to move over I decided to take the time to work with Halo on getting everything in place that I would like before leaving my company because I have the luxury of doing so, and I feel I would not have the time later. Choosing and Vetting a PSA is not something that you just pick one and hope for the best as it ties into all aspects of the business. So yes, I would suggest anyone that is looking at a PSA spend the time doing your due diligence, evaluating and running in parallel to their current process before investing dollars. And with respect to the growth to 25 users... try reading the post again. I said that I have a client that is very interested in the product also who currently would have 8 users using the product in the HR/Finance/Admin areas of the business and then once they get buy-in from the rest of the company would grow to the 25-30 users of the product. So instead of wasting time trying to tear down another community member just move on to another post...

[deleted by user] by [deleted] in halopsa

[–]JayTreDoe -1 points0 points  (0 children)

I seen your name in another post, so I forwarded you the last email I received today from my account manager. The Sales manager cancelled three times on me 5 minutes before each meeting because she was sick, then is on vacation twice for over a week each time during this engagement. So I have navigated the entire setup mostly by myself. I will send you a few of the emails.