Configure real-time webhooks for instant ticket synchronization

Webhooks provide real-time synchronization between Halo PSA and Super IT. When tickets, clients, or assets change in Halo PSA, webhooks instantly notify Super IT, ensuring immediate updates and optimal AI assistance.

Why Use Webhooks

  • Instant Updates: Changes appear in Super IT within seconds
  • Reduced Load: Less API polling means better performance
  • Better AI: Sparky has access to the latest information immediately
  • User Experience: Teams see changes as they happen

Understanding Webhook Integration

How Webhooks Work

  1. Event Occurs: Ticket status changes in Halo PSA
  2. Webhook Fires: Halo sends notification to Super IT
  3. Immediate Sync: Super IT processes update instantly
  4. Team Notification: Change appears in team interface immediately

Webhook vs Polling

Method Update Speed System Load Reliability Setup Complexity
Webhooks Instant Low High Medium
Polling 15 minutes Higher Medium Low
Hybrid Instant + Backup Balanced Highest High

Step 1: Automatic Webhook Configuration

Super IT can automatically configure webhooks in Halo PSA:

  1. Navigate to Connection: Go to your Halo PSA connection settings
  2. Enable Webhooks: Turn on "Automatic Webhook Management"
  3. Configure Events: Select which events should trigger webhooks
  4. Apply Settings: Super IT creates webhooks in Halo PSA automatically

Webhook Events Available

Ticket Events
  • Ticket Created: New ticket added to Halo PSA
  • Ticket Updated: Ticket status, priority, or details changed
  • Ticket Deleted: Ticket removed from Halo PSA
  • Note Added: New note or comment added to ticket
  • Assignment Changed: Ticket assigned to different technician
Client Events
  • Client Created: New client added to Halo PSA
  • Client Updated: Client information or status changed
  • Client Deleted: Client removed from Halo PSA
  • Contact Changes: Client contact information updated
Asset Events
  • Asset Created: New asset added to client inventory
  • Asset Updated: Asset information or status changed
  • Asset Deleted: Asset removed from inventory
  • Asset Assignment: Asset assigned to different user or location

Verify Auto-Setup

  1. Check Status: Webhook status shows "Active" in Super IT
  2. View Endpoints: Review created webhook URLs in Halo PSA
  3. Test Delivery: Create test event to verify webhook firing
  4. Monitor Logs: Check webhook delivery logs for successful processing

Step 2: Manual Webhook Configuration

When Manual Setup is Needed

  • Automatic setup fails due to permissions
  • Custom webhook requirements
  • Advanced filtering or routing needs
  • Integration with existing webhook infrastructure

Access Halo PSA Webhook Settings

  1. Log into Halo PSA: Use admin credentials
  2. Navigate to Webhooks: ConfigurationIntegrationsWebhooks
  3. Create New Webhook: Click "Add New" or "Create Webhook"

Configure Webhook Endpoint

Endpoint Configuration: - URL: Use webhook URL from Super IT connection settings - Method: POST (required) - Content Type: application/json - Authentication: Use webhook secret from Super IT

Event Selection: - Object Types: Select Tickets, Clients, Assets as needed - Event Types: Choose Created, Updated, Deleted events - Filters: Set up any event filtering (optional)

Authentication Setup

Webhook Security

Secret Key: - Use the webhook secret provided by Super IT - Configure in Halo PSA webhook authentication settings - Ensures webhook requests are legitimate

IP Restrictions: - Limit webhook delivery to Super IT server IPs - Add IP allowlist if required by security policy - Configure firewall rules for webhook traffic

Test Manual Configuration

  1. Save Webhook: Save configuration in Halo PSA
  2. Test Endpoint: Use Halo's webhook test feature
  3. Verify Delivery: Check Super IT logs for successful reception
  4. Create Test Event: Make a change in Halo to trigger webhook

Step 3: Advanced Webhook Configuration

Event Filtering

Configure webhooks to fire only for relevant events:

By Client: - Send webhooks only for specific clients - Filter by client status or type - Exclude test or inactive clients

By Ticket Type: - Filter by incident, request, problem types - Include only specific priority levels - Exclude internal or system tickets

By Status: - Trigger only on specific status changes - Filter out intermediate status updates - Focus on customer-impacting changes

Custom Headers and Payload

Customize webhook delivery for advanced scenarios:

Custom Headers

Super IT Routing: - Add custom headers for routing within Super IT - Include client or team identifiers - Set priority or urgency indicators

Security Enhancement: - Add additional authentication headers - Include timestamp for replay protection - Custom signature validation

Payload Customization

Field Selection: - Include only necessary fields in webhook payload - Reduce bandwidth with selective data - Exclude sensitive information as needed

Format Options: - Standard JSON format (recommended) - Custom field mapping - Compressed payload for large data

Webhook Redundancy

Set up backup webhook delivery:

Multiple Endpoints: - Configure primary and backup webhook URLs - Automatic failover if primary endpoint fails - Load balancing across multiple Super IT instances

Retry Configuration: - Set retry attempts for failed deliveries - Configure backoff timing for retries - Dead letter queue for permanently failed webhooks

Step 4: Monitor Webhook Performance

Real-time Monitoring

Track webhook delivery and performance:

Delivery Metrics: - Success Rate: Percentage of successful webhook deliveries - Average Latency: Time from event to Super IT processing - Error Rate: Failed or rejected webhook attempts - Retry Rate: Webhooks requiring retry attempts

Event Volume: - Webhook Frequency: Number of webhooks per hour/day - Event Distribution: Breakdown by event type - Peak Times: Identify high-traffic periods - Client Activity: Most active clients generating events

Performance Dashboard

Super IT provides webhook monitoring dashboard:

Real-time Indicators
  • Connection Status: Current webhook endpoint health
  • Recent Events: Latest webhook deliveries and status
  • Error Summary: Recent errors and failure reasons
  • Performance Trends: Historical performance graphs
Alert Configuration
  • Delivery Failures: Alert when webhook delivery fails
  • Performance Degradation: Alert when latency increases
  • Volume Spikes: Alert on unusual event volume
  • Connection Issues: Alert when webhook endpoint unreachable

Troubleshooting Webhooks

Common issues and solutions:

Delivery Failures: - Check webhook URL accessibility - Verify authentication configuration - Review network firewall rules - Test endpoint manually

Performance Issues: - Monitor webhook processing time - Check Super IT server resource usage - Review Halo PSA webhook queue status - Optimize event filtering to reduce volume

Step 5: Optimize Webhook Performance

Best Practices

Event Selection: - Enable only necessary events to reduce noise - Use filtering to focus on relevant changes - Avoid webhooks for frequent, low-value updates

Performance Tuning: - Configure appropriate retry settings - Monitor and adjust timeout values - Use compression for large payloads - Implement webhook queue management

Scaling Considerations

High Volume Environments: - Configure multiple webhook endpoints for load distribution - Implement webhook batching where possible - Monitor and scale Super IT webhook processing capacity - Consider webhook rate limiting if needed

Network Optimization: - Ensure reliable network connectivity between systems - Configure appropriate timeout values - Implement connection pooling for webhook delivery - Monitor bandwidth usage for webhook traffic

Maintenance and Updates

Regular Tasks: - Review webhook performance metrics weekly - Update webhook configurations as Halo PSA evolves - Test webhook delivery during maintenance windows - Keep webhook authentication credentials updated

Version Management: - Track Halo PSA updates that might affect webhooks - Update webhook configurations for new Halo features - Test webhook compatibility with Super IT updates - Maintain documentation of webhook configuration changes

Webhook Security

Authentication

  • Shared Secrets: Use strong, unique secrets for each webhook
  • IP Allowlisting: Restrict webhook sources to known IP addresses
  • HTTPS Only: Ensure all webhook traffic uses SSL/TLS encryption
  • Signature Validation: Verify webhook payload signatures

Data Protection

  • Minimal Data: Include only necessary data in webhook payloads
  • Encryption: Use additional encryption for sensitive data
  • Audit Logging: Log all webhook activity for security review
  • Access Control: Limit who can configure webhook settings

Emergency Procedures

Webhook Failure Recovery

If webhooks stop working:

  1. Immediate Actions:
  2. Check webhook endpoint status in Halo PSA
  3. Verify network connectivity
  4. Review recent configuration changes
  5. Test webhook delivery manually

  6. Fallback to Polling:

  7. Enable polling sync as temporary backup
  8. Increase polling frequency if needed
  9. Monitor for data consistency issues
  10. Communicate status to affected teams

  11. Resolution Steps:

  12. Fix webhook configuration issues
  13. Restore network connectivity
  14. Update authentication credentials
  15. Re-enable webhook delivery

Performance Degradation

When webhook performance degrades:

  1. Identify Bottlenecks:
  2. Check Super IT webhook processing capacity
  3. Monitor Halo PSA webhook queue status
  4. Review network latency and connectivity
  5. Analyze webhook event volume

  6. Immediate Mitigation:

  7. Reduce webhook event filtering
  8. Temporarily disable non-critical webhooks
  9. Scale Super IT webhook processing capacity
  10. Implement webhook rate limiting

Webhooks configured? Continue with Troubleshooting to understand common issues and solutions, or return to Client Management for team setup completion.