Creating workflows for Netskope users

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Get the information and insights that you need by creating configurable workflows for:

• • Onboarding and offboarding users
  • Fetching detailed user information, including the users role

Navigation

Before you start

Creating workflows

Create user workflows

Netskope Delete User

Netskope Get User 

Netskope Create User

Create SaaS user workflows

Before you start

Before you can create workflows, you need to have added your credentials to Oomnitza and created an extended integration for Netskope users. Refer to creating an extended integration for Netskope users.

Creating workflows

Create user workflows

To create a user workflow, you must complete these steps:  

1. Click Configuration > Workflows 
2. Click Add .
3. Use search to find and select the Users object.
4. 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. 
5. Drag and drop the API block onto the Sandbox.
6. Click Edit on the API block and enter Netskope in the search field. 
7. Select a preset from the list below. To choose a preset, click the forward arrow (>).
   
   • Netskope Delete User
   • Netskope Get User
   • Netskope Create User
8. Select the credentials that you created in Adding your Netskope credentials to Oomnitza.
9. Enter any mandatory information when prompted.
10. Select Advanced Mode.
11. Select the Information tab. Review and ensure that the properties referenced in this location, such as {{netskope_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.
12. 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. Refer to Mapping positive and negative responses
13. Connect the Blocks. 
14. Save, validate, and activate your workflow.

Using the Netskope Delete User preset

The Netskope Delete User preset deletes a user.

The user to be delete is referenced in the Advanced Mode > Information tab in the property{{netskope_user_id}}.

For further information, see Netskope Docs: Delete user.

Using the Netskope Get User Details

The Netskope Get User Details preset gets a Netskope user.

The user to be retrieved is referenced in the Advanced Mode > Information tab in the property{{netskope_user_id}}.

For further information, see Netskope Docs: Get user.

Using the Netskope Create User preset

The Netskope Create User preset creates a Netskope user.

By default, the user is set to "active": true when created. However, this can be changed to false in the Advanced Mode > Body tab.

For further information, see Netskope Docs: Create user.

Reference articles for workflows

• Mapping positive and negative responses
• Troubleshooting workflows 
• Using the API block

Create SaaS user workflows

You can create a Saas User workflow in Oomnitza using the Netskope 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 Netskope User Role preset, complete the following steps:

1. Click Configuration > Workflows 
2. Click Add (+) and select Software SaaS Users from the list.
3. Enter the name and a description of the workflow. 
4. Edit the Begin block by adding the rules that will trigger the workflow. For further information see SaaS User Roles.
5. Click the Blocks tab, and drag and drop the SaaS User Role retrieval block onto the canvas.
6. Click the Edit icon.
7. Enter Netskope in the search field and choose the Netskope User Role preset.
8. Click the right arrow >.
9. Enter your Credentials.
10. Select the Deactivate User checkbox to deactivate the SaaS user in SaaS > Netskope  > Users if they are inactive in your Netskope instance.
11. Click SAVE.
12. Connect the blocks.
13. Save, validate, and activate your workflow.

To view active Netskope users in the SaaS Users UI, complete the following steps:

1. Click Software from the menu.
2. Select the SaaS tab, and select your software entry for Netskope.
3. Click Users in the side pane.
4. The Role column will be populated with the user details to confirm that this user has been found in your Netskope SaaS.                               

Reference articles for creating workflows

• Creating SaaS user workflows.
• Offboarding SaaS users.