Creating workflows for Trellix users – Oomnitza Documentation

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

- Managing Business Platform Services (BPS) customers, such as creating, updating, and retrieving users

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Before you start

Creating workflows

Create user workflows

Before you start

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

We recommend that you also create an extended integration for Trellix 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 (+) and select People from the list.
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 Trellix 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 Trellix credentials to Oomnitza.
Enter any mandatory information when prompted. You can refer to existing Oomnitza fields by entering the field name in curly braces with spaces replaced with an underscore. For example: {{trellix_user_id}}.
Select Advanced Mode.
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 Trellix Create User preset

The Trellix Create User preset creates a user.

Did you know?
You can add more information to the message body in the Advanced Mode > Body tab. For further information, see Trellix Docs: POST /bps/v2/customers

Using the Trellix Get User Details preset

The Trellix Get User Details preset gets a user's details, by User ID.

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

For further information, see Trellix Docs: GET /bps/v2/customers/{id}

Using the Trellix Update User preset

The Trellix Update User preset updates a user's details, by User ID.

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

Did you know?
You can add more information to the message body in the Advanced Mode > Body tab. For further information, see Trellix Docs: PATCH /Bps/v2/customers/{id}

Reference articles for workflows