Creating workflows for 15Five users

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

• • Getting a user's last login activity, enabling you to identify accounts that are underutilized or that can be canceled
  • Creating and adjusting users as part of a user change or user on-boarding workflow

Navigation

Before you start

Creating workflows

Create user workflows

15Five Create User

15Five Get User Details

15Five Update User

Create SaaS user workflows

Before you start

Before you can create the integration with Oomnitza, you need to have added your 15Five credentials to Oomnitza.

We recommend that you also create an extended integration for 15Five 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:  

1. Click Configuration > Workflows 
2. Click Add (+) and select People from the list.
3. 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. 
4. Drag and drop the API block onto the Sandbox.
5. Click Edit on the API block and enter 15Five in the search field. 
6. Select a preset from the list below. To choose a preset, click the forward arrow (>).
   
   • 15Five Create User
   • 15Five Get User Details
   • 15Five Update User
7. Select the credentials that you created in Adding your 15Five credentials to Oomnitza.
8. Enter any mandatory information when prompted.
9. Select Advanced Mode.
10. Select the Information tab. Review and ensure that the properties referenced in this location, such as {{15five_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.
11. 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.
12. Connect the Blocks. 
13. Save, validate, and activate your workflow.

Fig: Mapping the Get User response.

Using the 15Five Create User preset

The 15Five Create User preset creates a user.

You can add more user details in the Advanced Mode > Body tab, such as the user Hire Date and Employee ID. For further information, see 15Five Docs: Create user

Using the 15Five Get User Details preset

The 15Five Get User Details preset gets a 15Five user.

The user to be retrieved is referenced in the Advanced Mode > Information tab in the property{{15five_user_id}}.

For further information, see 15Five Docs: Get user.

Using the 15Five Update User preset

The 15Five Update User preset updates a 15Five user.

The user to be updated is referenced in the Advanced Mode > Information tab in the property{{15five_user_id}}.You can add more user details in the Advanced Mode > Body tab, such as the user Hire Date and Employee ID. For further information, see 15Five Docs: Create user

For further information, see 15Five Docs: Update 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 15Five User Role preset.  This preset supplies you with the Last Login Date 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 15Five 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 15Five in the search field and choose the 15Five 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 > 15Five  > Users if they are not found in your 15Five instance.
11. Click SAVE.
12. Connect the blocks.
13. Save, validate, and activate your workflow.

To view active 15Five 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 15Five.
3. Click Users in the side pane.
4. The Last activity column will be populated with the user details to confirm that this user has been found in your 15Five SaaS.                                             

Reference articles for creating workflows

• Creating SaaS user workflows.
• Offboarding SaaS users.