Let your clients create tickets without touching your PSA.
A customer portal with forms that know which site, which user, and which hardware they're asking about — and webhooks that route the submission straight into ConnectWise, HaloPSA, Autotask, or anything else n8n can reach.
Your PSA's bundled portal makes users pick their company from a list of every customer you've ever onboarded — so they email service@ instead, and now your dispatcher is triaging a Gmail thread at 8:47am.
How it works
A portal per client
Each Organization gets its own isolated customer portal. End users sign in, see only the forms meant for their org, and submit requests from any device.
Fields that know the client
Dynamic dropdowns fetch live data — users, sites, hardware, open tickets — from the client's own PSA or RMM via webhook. Cascading dropdowns drill deeper as the user selects.
Clean submission into your PSA
Submissions fire a webhook with the full context: organization ID, integration mappings (CW Company ID, Halo Client ID), and the structured answers. n8n turns it into a PSA ticket in the right board.
What you get
A customer portal under your own domain, one per client
Forms with cascading dropdowns that only show the data the client can actually see
Webhook payloads pre-wired with organization context and integration mappings
Automatic retry on failed webhook deliveries so no ticket is dropped
Email notifications as a backup for your techs who live in their inbox
Full submission history the client can browse without logging into your PSA
Give your clients a portal they'll actually use.
Build your first client-facing form free. No credit card.
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