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    Platform & Integrations

    An Extensible Platform That Connects to Everything

    Integrate HaloTasker with your existing tech stack, build custom automations, and extend the platform to fit your exact workflow needs.

    Client Portal
    White-label branded experience
    Project Management
    End-to-end delivery tracking
    AI-Powered
    Smart workflow automation
    1000+
    App Integrations
    Unlimited
    API Calls
    Real-Time
    Data Sync
    Enterprise
    Security
    Capabilities

    Key Features

    Everything you need to streamline your operations and delight clients.

    Native Integrations

    One-click connections to Slack, Google Workspace, Microsoft 365, Zoom, and dozens more. Data flows automatically.

    Zapier & Make Compatible

    Connect to 5,000+ apps through Zapier and Make. Build complex automation workflows without writing code.

    Full REST API

    Complete API access for custom integrations. Build exactly what you need with comprehensive documentation and support.

    Webhooks & Real-Time Events

    Push data to external systems as events happen. Keep all your tools synchronized in real-time.

    Custom Fields & Objects

    Extend the data model to match your business. Create custom fields, objects, and relationships without code.

    Enterprise Security

    SAML SSO, OAuth 2.0, IP allowlisting, and audit logs. Meet enterprise security requirements without friction.

    Use Cases

    How Teams Use HaloTasker

    Sync client data with your accounting software automatically
    Trigger Slack notifications when clients complete actions
    Push completed tasks to project management tools
    Connect to billing systems for automated invoicing
    Build custom dashboards with external BI tools
    Team collaboration

    "We integrated HaloTasker with our entire stack in a weekend. Now data flows automatically between 8 different systems. It's the glue that holds our operations together."

    KO
    Kevin O'Brien
    CTO, Velocity Partners
    Benefits

    Why businesses choose HaloTasker

    Connect to your existing tools without disrupting workflows
    Automate data transfer between systems
    Build custom integrations for unique requirements
    Reduce manual data entry and sync errors
    Meet enterprise security and compliance needs
    Scale without limits on API usage or automation volume
    Team collaboration

    Ready to build your perfect workflow?

    Start your free trial and explore the platform's full integration capabilities.

    Frequently Asked Questions

    Common questions about platform & integrations

    Does HaloTasker have an API?

    Yes. HaloTasker provides a REST API and webhooks for syncing data with your other systems and building custom integrations.

    Which apps does HaloTasker integrate with?

    Native integrations include Stripe, Google Workspace, Microsoft 365, Slack and more, plus 1000+ apps via Zapier and Make.

    Can I build no-code automations?

    Yes. The visual workflow builder lets non-technical users connect triggers to actions without writing code.

    Is there a sandbox environment?

    Yes — Pro and above customers can request a sandbox workspace for testing integrations.

    Two Dashboards, One Platform

    The Hub & The Portal

    The Hub is the dashboard you and your team will work from. The Portal is the client-facing dashboard where they get their tasks to complete, raise tickets, complete onboarding and more.

    For You & Your Team

    The Hub

    Your admin dashboard for managing clients, tasks, workflows, quotes and your whole team from one place.

    HaloTasker Hub admin dashboard shown on a laptopHaloTasker Hub dashboard detailed view
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    For Your Clients

    The Portal

    The client-facing dashboard where they complete tasks, raise tickets, submit onboarding forms and stay in sync with you.

    HaloTasker client Portal dashboard shown on a laptopHaloTasker client Portal detailed view
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