Syncro, ConnectWise & Halo PSA Documentation Integration
Connect Syncro, ConnectWise Manage, or Halo PSA to Ticket2Doc and turn resolved tickets into sanitized Hudu or IT Glue SOPs automatically.
Turn PSA Tickets Into SOPs Automatically
Ticket2Doc connects directly to your PSA so technician resolution notes become structured documentation without anyone opening a separate app. Pick the PSA you run below.
Syncro
Ticket2Doc listens for native Syncro webhooks. Whenever a ticket status updates to Resolved with the Create SOP Draft custom field checked, Syncro posts the ticket payload directly to Ticket2Doc.
- Setup: A Notification Rule in Syncro pointed at your unique Ticket2Doc webhook URL
- Trigger: Ticket status change to Resolved, gated by the custom field
- Output: SOP article created in Hudu or IT Glue, linked back to the Syncro ticket
ConnectWise Manage
Ticket2Doc registers a ConnectWise Manage Callback automatically once you save your API Member credentials in the portal. Documentation generation is gated by a Create SOP Draft custom field, so it only fires on tickets that are actually ready to be captured.
- Setup: API Member credentials only, no manual webhook configuration
- Trigger: Custom field flag on ticket resolution
- Output: SOP article created in Hudu or IT Glue, linked back to the ConnectWise ticket
Halo PSA
Halo PSA is triggered by a dedicated Create Ticket2Doc SOP ticket action rather than a status change, so a technician deliberately runs it when the ticket is worth documenting.
- Setup: Point Halo’s ticket action at your unique Ticket2Doc webhook URL
- Trigger: Manual action, not automatic on every resolve
- Output: SOP article created in Hudu or IT Glue, linked back to the Halo ticket
What Happens After the Webhook Fires
- Ticket2Doc strips passwords, IPs, hostnames, and other sensitive details from the resolution note in memory.
- The sanitized note is structured into a Standard Operating Procedure with prerequisites, steps, and verification.
- The article is pushed directly into Hudu or IT Glue under the correct client company via REST API.
Ticket2Doc handles one PSA per tenant, selected in Settings, so if you ever switch PSAs, the documentation side of your setup doesn’t change.
This is an actual Ticket2Doc run, not a mockup: a Halo PSA ticket with raw technician notes and a screenshot, automatically turned into a sanitized SOP in Hudu or IT Glue.
See What It Would Save Your Service Desk
Drag the slider to your monthly ticket volume.
*Based on an average manual SOP writing time of 20 mins per ticket and technician billing cost of $40/hr, against the Unlimited plan.
Frequently Asked Questions
Which PSAs does Ticket2Doc support?
Syncro, Halo PSA, and ConnectWise Manage. Each connects through its own native webhook or API support, configured in the Ticket2Doc portal and your PSA's admin settings.
Can I use more than one PSA at once?
No. Ticket2Doc processes one PSA per tenant, selected in Settings.
Is documentation generated automatically, or does a technician have to trigger it?
The intended workflow is opt-in per ticket: a technician marks a ticket as worth documenting. That's the recommended setup, not a strict requirement, so talk to support if you'd prefer a different trigger.
How long does connecting a PSA take?
A few minutes. Each PSA just needs API credentials or a webhook URL entered in its admin settings, no separate middleware or custom development.
What happens if I switch PSAs later?
The Hudu or IT Glue side of your setup doesn't change, since the documentation pipeline is the same regardless of which PSA feeds it.
Experience Automated SOP Generation Today
Try Ticket2Doc free for 14 days and see how effortlessly PSA ticket notes convert into clean Hudu or IT Glue SOPs.
Start 14-Day Free TrialNo credit card required.