What it is
This workflow listens for new tickets in HaloPSA via webhook, generates a professional AI-powered summary of the issue using Gemini (or another LLM), and posts it back into the ticket as a private note.
Itβs designed for MSPs using HaloPSA who want to reduce triage time and give engineers a clear head start on each support case.
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β¨ Features
β’ π Webhook trigger from HaloPSA on new ticket creation
β’ π§ Optional team filter (skip Sales or other queues)
β’ π¦ Extracts ticket subject, details, and ID
β’ π§ Builds a structured AI prompt with MSP context (NinjaOne, M365, CIPP)
β’ π€ Processes via Gemini or other LLM
β’ π Cleans & parses JSON output (summary, next step, troubleshooting)
⒠𧱠Generates a branded HTML private note (logo + styled sections)
β’ π Posts the note back into HaloPSA via API
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π§ Setup
1. Webhook
β’ Replace WEBHOOK_PATH and paste the generated Production URL into your HaloPSA webhook.
2. Guard filter (optional)
β’ Change teamName or teamId to skip tickets from specific queues.
3. Branding
β’ Replace YOUR_LOGO_URL and Your MSP Brand in the HTML note builder.
4. HaloPSA API
β’ In the HTTP node, replace YOUR_HALO_DOMAIN and add your Halo API token (Bearer auth).
5. LLM credentials
β’ Set your API key in the Gemini / OpenAI node credentials section.
6. (Optional) Adjust the AI prompt with your own tools or processes.
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Requirements
β’ HaloPSA account with API enabled
β’ Gemini / OpenAI (or other LLM) API key
β’ SMTP (optional) if you want to extend with notifications
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β‘ Workflow overview
π Webhook β π§ Guard β π¦ Extract Ticket β π§ Build AI Prompt β π€ AI Agent (Gemini) β π Parse JSON β 𧱠Build HTML Note β π Post to HaloPSA
