HaloPSA Automation Playbook for Growth-Ready MSPs

After more than 450 HaloPSA implementations, Chris Scaminaci has seen where MSPs struggle most with automation and integration. Workflows are often left half-finished, tools don’t talk to each other as well as they could, and opportunities to save time slip through the cracks.

In this webinar, Chris will share the patterns he’s discovered and the mindset he uses to design effective automations in Halo. You’ll learn how he evaluates trade-offs, why he chooses one approach over another, and how he builds solutions that scale.

As a bonus, Chris will walk through how he’s applied these same principles by using a billing API from Alternative Payments with HaloPSA—showing MSPs a creative real-world example of how to tightly integrate platforms and unlock new efficiency.

Key Learnings

• Learn from real-world Halo implementation experience about the most common automation pitfalls and how to avoid them.
• Understand how to approach automation design decisions so your workflows scale instead of break.
• Discover practical ways to integrate Halo more tightly with the tools MSPs already use.
• See how API usage can extend Halo’s capabilities and open the door to creative new automations.