Let Oomnitza be your single source of truth!
You'll get visibility of your users as data from Planhat is automatically transformed into consumable information and actionable insights.
Connect Oomnitza and Planhat in minutes
Get the information and insights that you need by creating configurable workflows for:
-
- Onboarding and offboarding users.
- Creating and adjusting users as part of a user change or user onboarding workflow.
- Retrieving detailed user information, including the user’s role, account access, and status.
- Retrieving SaaS user roles.
Navigation
Before you start
Before you can create the integration with Oomnitza, you must add your Planhat credentials to Oomnitza.
We recommend that you also create an extended integration for Planhat users. You can use the information retrieved in these integrations to trigger workflows.
Creating workflows
Create user workflows
To create a user workflow, you must complete these steps:
- Click Configuration > Workflows
- Click Add .
- Use search to find and select the Users object.
- Edit the Begin Block and add rules to trigger the workflow. For example, if you set the Actions to Schedule and add a rule so that the Email Equals <EmployeeEmail> you can trigger a workflow to fetch a user matching a certain name on a specific date. Refer to Using the Begin block.
- Drag and drop the API block onto the Sandbox.
- Click Edit on the API block and enter Planhat user in the search field.
- Select a preset from the list below. To choose a preset, click the forward arrow (>).
- Select the credentials that you created in Adding your Planhat credentials to Oomnitza.
- Enter any mandatory information when prompted.
- Select Advanced Mode.
- Select the Information tab. Review and ensure that the properties referenced in this location, such as
{{planhat_user_id}}
, exist in Oomnitza and are populated with information before you run this workflow. You can create a user integration to retrieve this information before you run this workflow. -
Select the Response tab. You can map the entire response by placing
{{response}}
in the Response field and mapping it to a custom long text Oomnitza field, such as API Response. Once you have the entire response, you can then parse the JSON response values to custom Oomnitza fields, as per the example below. - Connect the Blocks.
- Save, validate, and activate your workflow.
Fig: Mapping the Get User response.
Using the Planhat Create User preset
The Planhat Create User preset creates a user.
You can add more user details in the Advanced Mode > Body tab, such as the user status and type. For further information, see Planhat Docs: Create user
Using the Planhat Deactivate/Activate User preset
The Planhat Deactivate/Activate User preset updates the status of a Planhat user.
Select the Deactivate User checkbox to set the user to an inactive state. When a user is in an inactive state, they are not able to login to Planhat and will no longer receive notifications.
The user to be updated is referenced in the Advanced Mode > Information tab in the property{{planhat_user_id}}
.
For further information, see Planhat Docs: Update User.
Using the Planhat Delete User preset
The Planhat Delete User preset deletes a Planhat user.
The user to be deleted is referenced in the Advanced Mode > Information tab in the property{{planhat_user_id}}
.
For further information, see Planhat Docs: Delete User.
Warning
If successful, this workflow returns an empty response. Do not map a response in Advanced Mode > Response, as it will cause the content to fail due to no content.
Using the Planhat Get User by ID preset
The Planhat Get User by ID preset fetches a Planhat user by ID.
The user to be retrieved is referenced in the Advanced Mode > Information tab in the property{{planhat_user_id}}
.
For further information, see Planhat Docs: Get User by ID.
Using the Planhat Update User preset
The Planhat Update User preset updates a Planhat user.
The user to be updated is referenced in the Advanced Mode > Information tab in the property{{planhat_user_id}}
.You can add more user details in the Advanced Mode > Body tab, such as the user status and visibility. For further information, see Planhat Docs: Update User.
Reference articles for workflows
Create SaaS user workflows
You can create a Saas User workflow in Oomnitza using the Planhat User Role preset. This preset supplies you with the role of your SaaS users.
Prerequisites
Before you create a SaaS user workflow, you should have already run your extended user integration and selected User plus SaaS User to populate the software entry in the Software > SaaS menu.
To create a Saas User workflow using the Planhat User Role preset, complete the following steps:
- Click Configuration > Workflows > Saas Users from the menu.
- Click Add (+). The Begin and End blocks are automatically added to the sandbox.
- Enter the name and a description of the workflow.
- Edit the Begin block by adding the rules that will trigger the workflow. For further information see SaaS User Roles.
- Click the Blocks tab, and drag and drop the SaaS User Role retrieval block onto the canvas.
- Click the Edit icon.
- Enter Planhat in the search field and choose the Planhat User Role preset.
- Click the right arrow >.
- Enter your Credentials.
- Select the Deactivate User checkbox to deactivate the SaaS user in SaaS > Planhat > Users if they are not found in your Planhat instance.
- Click SAVE.
- Connect the blocks.
- Save, validate, and activate your workflow.
To view active Planhat users in the SaaS Users UI, complete the following steps
- Click Software from the menu.
- Select the SaaS tab, and select your software entry for Planhat.
- Click Users in the side pane.
- The Role column will be populated with the user details to confirm that this user has been found in your Planhat SaaS.
Comments
0 comments
Please sign in to leave a comment.