Halopsa + Refiner Integration

Connect Halopsa to Refiner in 1 click

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1.
  • Halopsa
    CRM note is created in Halopsa Instant
  • Halopsa
    Site note is deleted in Halopsa Instant
  • Halopsa
    Site note is updated in Halopsa Instant
  • Halopsa
    Site note is created in Halopsa Instant
  • Halopsa
    CRM note is deleted in Halopsa Instant
  • Halopsa
    CRM note is updated in Halopsa Instant
  • Halopsa
    Customer is deleted in Halopsa Instant
  • Halopsa
    Customer is updated in Halopsa Instant
  • Halopsa
    Customer is created in Halopsa Instant
  • Halopsa
    Site is deleted in Halopsa Instant
  • Halopsa
    Site is updated in Halopsa Instant
  • Halopsa
    Site is created in Halopsa Instant
  • Halopsa
    User is deleted in Halopsa Instant
  • Halopsa
    User is updated in Halopsa Instant
  • Halopsa
    User is created in Halopsa Instant
  • Halopsa
    Ticket is created in Halopsa Instant
  • Refiner
    User added to segment in Refiner Instant
  • Refiner
    Survey response is submitted in Refiner Instant
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2.

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Refiner + Halopsa Integration

Create Halopsa ticket for new Refiner form submission

Creating Halopsa tickets automatically for every new Refiner form submission received can help to ensure that each form submission is dealt with in a timely and efficient manner.

By automatically creating a support ticket, you can help to ensure that each response is routed to the appropriate team member and that follow-up actions are taken in a timely manner. This can help to improve your overall customer satisfaction levels and ensure that each customer receives the best possible service.
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Top 10 Most Popular Refiner Automations from
Integrately Community

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01
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Create Google Sheets row for new Refiner form submission
02
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Create HubSpot contact for new Refiner form submission
03
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Create HubSpot task for new Refiner form submission
04
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Create HubSpot deal for new Refiner form submission
05
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Create HubSpot company for new Refiner form submission
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app integration
06
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Chatsistant logo
Send Chatsistant message for new Refiner form submission
07
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Wicked Reports logo
Create Wicked Reports contact for new Refiner form submission
08
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Zoho Expense logo
Create Zoho Expense customer for new Refiner form submission
09
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MyGadgetRepairs logo
Create MyGadgetRepairs contact for new Refiner form submission
10
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MyGadgetRepairs logo
Create MyGadgetRepairs task for new Refiner form submission
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Want to automate something else in your workflow?

You Can Also Connect Halopsa or Refiner With 1400+ Other Apps

Halopsa
Halopsa
HaloPSA (by Halo) is an all-in-one PSA platform for MSPs and IT teams: unifying ticketing, CRM, project & stock management, billing, time tracking, automation, self-service, asset reporting, and workflows.
Refiner
Refiner
Refiner is an in‑product microsurvey tool for SaaS/digital products—letting you gather targeted feedback like NPS, CSAT & CES, trigger surveys by behavior, integrate with Segment, CRMs, analytics, and act on insights in real time.