How Peak Leverage connects to HaloPSA

Webhooks can be configured within the HaloPSA settings module to trigger outbound JSON payloads on specific events, such as when a ticket is closed or an opportunity is won, to keep external CRMs in sync.

Integrations should implement retry logic with exponential backoff to handle HTTP 429 Too Many Requests responses, especially if running bulk data syncs.

HaloPSA updates frequently. Developers should rely on the specific Swagger UI documentation hosted on their specific tenant instance (e.g., https://yourtenant.halopsa.com/config/api) to ensure endpoint compatibility.

API Agents in HaloPSA can be assigned highly granular permissions. Always create a dedicated API user/agent for the website integration and restrict its access exclusively to the necessary modules, such as Opportunities and Clients.

Peak Leverage uses native embeds when they preserve the required data capture and operator flow, and uses custom integration when more control is needed.

If the platform does not document a capability publicly, Peak Leverage does not claim it or rely on it.