Companies, contacts, and deals
List and sync your pipeline. Create and update organizations, people, and opportunities with scoped API keys.
Developer API
Connect your stack to the placement record.
HALO IQ exposes a versioned REST API on your tenant: pull CRM and risk data, push updates, and react to webhooks — without screen scraping.
HALO IQ / PLACEMENT MARKETPLACE
What you can build
Pull, push, and subscribe.
Proposal drafts and status
Read proposal records and create new drafts when your integration starts the sales workflow in HALO.
Carriers, mod, and claims (read)
Pull workers’ comp carriers, quotes, policies, mod worksheets, and claims for reporting and downstream systems.
Signed webhooks
Subscribe to deal, contact, company, and proposal events. Verify HMAC signatures on every delivery.
API keys and OAuth
Server-to-server keys for your tenant, or OAuth 2.0 with PKCE when a third-party app acts for a signed-in user.
TypeScript client
Official @haloiq/sdk package with types generated from our OpenAPI spec — list, create, and handle rate limits.
Integration Hub
Same connectors you configure in Halo.
CRM, AMS, payroll, enrichment, billing, and webhooks — wired in Admin → Integrations and reachable through the API.
HubSpot
Salesforce
ConnectIQ- Halo IQ
Clearbit Reveal
Zapier
Stripe
Microsoft Teams
Microsoft Dynamics GP
Microsoft 365 & Google
DocuSign
Apify
Clay
PostHog
For brokers
Keys live in Broker Admin.
After you sign in to your agency workspace, open Broker Admin → API & webhooks. Create a key, choose the smallest permission scopes your integration needs, and copy the secret once — it is shown only at creation.
Permission scopes
Least privilege by design.
- read:companies · write:companies
- read:contacts · write:contacts
- read:deals · write:deals
- read:proposals · write:proposals
- read:carriers · read:carrier-quotes · read:carrier-policies
- read:mod-employers · read:mod-worksheets · read:claims
- read:assessments · read:analytics
Every response uses the same JSON envelope, pagination via limit and offset, and rate limits of 100 requests per minute per key. Full scope tables and webhook catalogs are in the API reference.
Integrations
Need help wiring your AMS or data warehouse?
Talk to us about marketplace seats, parsing, and which modules to enable before you go to production.