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Creating workflows for Kaseya assets and users

  • April 17, 2024 08:18
  • Updated

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You'll get visibility of your Kaseya users by creating configurable workflows to automate tasks such as:

    • Workflows for getting device details
    • Workflows for deleting devices
    • Workflows for getting a user's details
    • Workflows for deactivating and deleting users

small_blue_link.svgBefore you start

small_blue_link.svgCreating workflows

Create asset workflows

Delete Device

Get Asset

Get Asset Audit by Agent GUID

Get Asset Audit by Computer Name

Create user workflows

Get User Details

Delete User

Disable User

Before you start

Before you create the workflows, you need to have added your Kaseya OAuth credentials to Oomnitza.

We recommend that you also create the extended integration for Kaseya users and the extended integration for Kaseya assets. You can use the information retrieved in these integrations to trigger workflows that can delete devices, get user details and much more.

Creating workflows

Create asset workflows

To create an asset workflow, you must select credentials and enter the Kaseya API subdomain.

To choose a preset, complete these steps:  

  1. Click Configuration > Workflows 
  2. Click Add (+) and select Assets from the list.
  3. Drag and drop the API block onto the Sandbox.
  4. Click Edit on the API block and enter Kaseya in the search field. 
  5. Select a preset:
  6. To choose a preset, click the forward arrow (>).
  7. Configure the API Block following the preset instructions below, and save your changes.
  8. Edit the Begin Block and add rules to trigger the workflow. For example, if you set the Actions to New you can trigger a workflow every time a new asset is created. Refer to Using the Begin block.
  9. Connect the Blocks. 
  10. Save, validate, and activate your workflow.

Using the Delete Device preset

The Delete Device preset enables you to delete a device, using a Kaseya Asset ID. When you select this preset you need to supply your Kaseya Subdomain. You can configure the message payload by selecting Advanced Mode.

  1. In the API block window, click the Advanced Mode button located in the upper right of the window.
  2. Select the Information tab. You will notice that the Kaseya Asset ID is referenced in the property {{kaseya_asset_id}}.You can map the Asset ID to this field by creating an asset integration and following the mapping steps in Creating custom mappings, otherwise you can enter the Asset ID instead.
  3. Select the Response tab. Map the Response field {{response}} to a custom Oomnitza field. You can create a custom field by following the steps in Creating custom fields.

For further information, refer to the Kaseya API Documentation: Delete Asset.

Using the Get Asset preset

The Get Asset  preset enables you to fetch an asset's details, using a Kaseya Asset ID. When you select this preset you need to supply your Kaseya Subdomain. You can configure the message payload by following the steps in Using the Delete Device preset.

For further information, refer to the Kaseya API Documentation: Get Asset.

Using the Get Asset Audit by Agent GUID preset

The Get Asset Audit by Agent GUID preset fetches audit summary records associated with an Agent. When you select this preset you need to supply your Kaseya Subdomain. You can configure the message payload by selecting Advanced Mode.

  1. In the API block window, click the Advanced Mode button located in the upper right of the window.
  2. Select the Information tab. Replace the {{kaseya_device_id}} with the Agent GUID, example $filter=AgentGuid eq 123456789M or $filter=AgentGuid eq {{kaseya_agent_id}}M. The M at the end of the filter indicates that the id is a decimal data type.
  3. Select the Response tab. Map the Response field {{response}} to a custom Oomnitza field. You can create a custom field by following the steps in Creating custom fields.

For further information, refer to the Kaseya API Documentation: Get Audit Summaries.

Using the Get Asset Audit by Computer Name preset

The Get Asset by Computer Name preset fetches audit summary records associated with a Computer Name. When you select this preset you need to supply your Kaseya Subdomain and Computer Name. You can configure the message payload by selecting Advanced Mode.

  1. In the API block window, click the Advanced Mode button located in the upper right of the window.
  2. Select the Information tab. You will notice that the Computer Name is filtered to return the value supplied earlier in the Computer Name field.
  3. Select the Response tab. Map the Response field {{response}} to a custom Oomnitza field. You can create a custom field by following the steps in Creating custom fields.

For further information, refer to the Kaseya API Documentation: Get Audit Summaries.

Create user workflows

To create an user workflow, you must select credentials and enter the Kaseya API subdomain.

To choose a preset, complete these steps:  

  1. Click Configuration > Workflows 
  2. Click Add (+) and select People from the list.
  3. Drag and drop the API block onto the Sandbox.
  4. Click Edit on the API block and enter Kaseya in the search field. 
  5. Select a preset:
  6. To choose a preset, click the forward arrow (>).
  7. Configure the API Block following the preset instructions below, and save your changes.
  8. 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. 
  9. Connect the Blocks. 
  10. Save, validate, and activate your workflow.

Using the Get User Details preset

The Get User Details preset fetches a single user's account information, using a Kaseya User ID. When you select this preset you need to supply your Kaseya Subdomain. You can configure the message payload by selecting Advanced Mode.

  1. In the API block window, click the Advanced Mode button located in the upper right of the window.
  2. Select the Information tab. You will notice that the Kaseya User ID is referenced in the property {{kaseya_user_id}}. You can map the User ID to this field by creating a user integration and following the mapping steps in Creating custom mappings, otherwise you can enter the User ID instead.
  3. Select the Response tab. Map the Response field {{response}} to a custom Oomnitza field. You can create a custom field by following the steps in Creating custom fields.

For further information, refer to the Kaseya API Documentation: Get User.

Using the Delete User preset

The Delete User deletes a Kaseya user, using a Kaseya User ID. When you select this preset you need to supply your Kaseya Subdomain. You can configure the message payload by following the steps in Using the Get User Details preset.

For further information, refer to the Kaseya API Documentation: Delete User.

Using the Disable User preset

The Disable User preset disables a Kaseya user, using a Kaseya User ID. You can configure the message payload by following the steps in Using the Get User Details preset.

For further information, refer to the Kaseya API Documentation: Disable User.

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