Creating a SaaS user workflow for New Relic (NerdGraph API)

Create a New Relic NerdGraph SaaS user workflow to retrieve SaaS roles and last activity. The role information retrieved includes the user type, which can be either basic user, core user, or full platform user.

Additionally, you can use this workflow to deactivate SaaS users in Oomnitza who were removed from the SaaS application.

Before you start

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 New Relic software entry in the Software > SaaS menu. For further information, see Creating an extended integration for New Relic users (NerdGraph API)

Create and run the Saas User Role workflow

To create a Saas User workflow, 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 NerdGraph in the search field and select the New Relic NerdGraph SaaS User Role block. 
8. Click the right arrow >.
9. Select the Credentials you created earlier.
10. Select the Deactivate User checkbox to deactivate the SaaS user in SaaS > New Relic > Users if they are not found in your New Relic instance.
11. Click SAVE.
12. Connect the blocks.
13. Save, validate, and activate your workflow.

To view active New Relic 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 New Relic.
3. Click Users in the side pane.           
4. The Role and Last activity column will be populated to confirm that this user has been found in your New Relic SaaS.    

Creating SaaS user workflows