Let your clients create tickets without touching your PSA.
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
Forms per client
Share organization-scoped form links with each client. They can submit requests from any device while every request retains its customer context.
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
Client-specific forms under your own domain
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 clear forms for service requests.
Build your first client-facing form free. No credit card.
Get Started Free →