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
- Event Occurs: Ticket status changes in Halo PSA
- Webhook Fires: Halo sends notification to Super IT
- Immediate Sync: Super IT processes update instantly
- 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
Enable Auto-Setup (Recommended)
Super IT can automatically configure webhooks in Halo PSA:
- Navigate to Connection: Go to your Halo PSA connection settings
- Enable Webhooks: Turn on "Automatic Webhook Management"
- Configure Events: Select which events should trigger webhooks
- 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
- Check Status: Webhook status shows "Active" in Super IT
- View Endpoints: Review created webhook URLs in Halo PSA
- Test Delivery: Create test event to verify webhook firing
- 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
- Log into Halo PSA: Use admin credentials
- Navigate to Webhooks: Configuration → Integrations → Webhooks
- 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
- Save Webhook: Save configuration in Halo PSA
- Test Endpoint: Use Halo's webhook test feature
- Verify Delivery: Check Super IT logs for successful reception
- 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:
- Immediate Actions:
- Check webhook endpoint status in Halo PSA
- Verify network connectivity
- Review recent configuration changes
-
Test webhook delivery manually
-
Fallback to Polling:
- Enable polling sync as temporary backup
- Increase polling frequency if needed
- Monitor for data consistency issues
-
Communicate status to affected teams
-
Resolution Steps:
- Fix webhook configuration issues
- Restore network connectivity
- Update authentication credentials
- Re-enable webhook delivery
Performance Degradation
When webhook performance degrades:
- Identify Bottlenecks:
- Check Super IT webhook processing capacity
- Monitor Halo PSA webhook queue status
- Review network latency and connectivity
-
Analyze webhook event volume
-
Immediate Mitigation:
- Reduce webhook event filtering
- Temporarily disable non-critical webhooks
- Scale Super IT webhook processing capacity
- Implement webhook rate limiting
Webhooks configured? Continue with Troubleshooting to understand common issues and solutions, or return to Client Management for team setup completion.