Use Case:

You're an MSP who leverages HaloPSA, and you want MSP Process to be aware of ticket changes in HaloPSA, so that you can notify whomever is on-shift when critical issues come up.

The functionality outlined in this KB article is only available on the Pro plan for MSP Process.

Creating a Webhook Receiver in MSP Process

1. Login to the MSP Process UI (https://app.mspprocess.com) 
2. Navigate to the Data Sources -> Webhooks page
3. Click the Create button to create a new Webhook receiver
4. Click the Get button to generate a URL
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5. Click the Copy () button on the right-hand side of the URL; you'll need the URL in the next section
6. Leave this MSP Process window open, on this page; you'll be coming back to it in a later step

Configuring a Webhook Trigger in HaloPSA

1. Login to your HaloPSA tenant
2. Navigate to Configuration -> Webhooks
3. Click the New button in the top right-hand corner of the HaloPSA UI
4. Specify a name for the webhook (we recommend MSP Process - Ticket Status Changes)
5. Paste the URL from the previous section into the Payload URL field
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6. In the Payload section, ensure that Use a custom payload is chosen in the Payload drop-down menu
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7. In the Events section, click the button
8. Choose Ticket Status Changed from the Event drop-down menu
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9. Click Save

Sending A Test Event To MSP Process

1. In HaloPSA, change the status of a ticket
2. In the MSP Process UI, you'll see the webhook payload appear:
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3. Specify a name for this Webhook Receiver in the Integration Name field
4. On the right-hand side of the UI, you can uncheck any fields that you don't want to store or process
5. Check at least one instance of the ID field - that'll tell MSP Process how to uniquely identify this event. In this context, choose the ticket_id field
6. Click Submit
7. In the Data View Creation pop-up that appears, check the link to webhook option, and then click the Create button
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Congratulations! HaloPSA will now send webhook events to MSP Process whenever the status of tickets change.

For instructions on how to send notifications - through e-mail, SMS, Slack or Microsoft Teams - refer to this KB article.