HaloPSA integration for support workflow with GenticFlow
Keep HaloPSA as the ticket record. GenticFlow handles the support workflow.
GenticFlow connects to HaloPSA, picks up L1 tickets in real time, investigates the affected endpoint, executes approved fixes where policy allows, and writes the status, notes, and resolution evidence back to HaloPSA.
HaloPSA service desk fit
Built for MSPs that already run service delivery in HaloPSA.
The integration keeps HaloPSA as the ticket system of record while GenticFlow handles endpoint investigation, approved fixes, and clean escalation when a technician still needs to act.
- Designed around HaloPSA ticket types, client mapping, approval states, assets, and internal notes
- Writes diagnostic evidence, fix notes, and status changes back to HaloPSA
- Preserves technician handoff with the evidence chain attached to the ticket
What GenticFlow does with this integration
Bidirectional Ticket Sync
- Webhook and API-based ticket pickup from HaloPSA
- Status, priority, agent, and client mapping preserved
- Internal notes, user-facing updates, and resolution notes posted automatically
- Organization and asset mapping retained across MSP clients
Support workflow connected to your PSA
- Common IT tickets diagnosed with resolution proposed for approval
- Approved device actions run through the GenticFlow agent
- Full diagnostic context posted to the ticket
- Ticket closed in HaloPSA when resolved
From support request to device context and action
- GenticFlow classifies support issues by type automatically
- Approved device actions for password, printer, browser, email, VPN, and software issues
- Device investigation gathers evidence from linked devices and posts findings
- Knowledge base auto-answer for general inquiries
Built for Multi-Client Delivery
- Per-client controls over which categories are handled
- Dashboard visibility across all HaloPSA clients
- Resolution notes post directly inside your PSA workflow
- Escalations include full investigation context
How It Works
Connect your HaloPSA instance
Create a HaloPSA API application and connect it to GenticFlow. No Halo-side plugin is required; endpoint investigation runs through the GenticFlow endpoint agent.
Choose which ticket categories to hand over
Start small, expand as results prove out.
GenticFlow classifies support issues, investigates the device where needed, proposes approved actions, and records the outcome
Tickets are triaged by issue type. Supported types are diagnosed with resolution proposed for approval via endpoint execution. The rest are investigated with findings posted as notes.
Outcome and evidence written back to HaloPSA
Notes and status updates appear in your PSA.
Keep HaloPSA as the system of record.
HaloPSA stays the ticket record. GenticFlow gives technicians the device context, approved actions, remote support, and evidence needed to resolve support issues faster, then writes findings and resolution notes back.
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