Creating workflows for Salesloft users

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

• • Workflows that fetch a user by User ID.
  • Workflows for getting SaaS user roles activity

Before you start

Creating workflows

Create user workflows

Create SaaS user workflows

Before you start

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

We recommend that you also create an extended integration for Salesloft 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 Salesloft in the search field. 
6. Select the Salesloft Get User by ID preset. The Salesloft Get User by ID preset retrieves a unique user, by User ID.
7. To choose the preset, click the forward arrow (>).
8. Select the credentials that you created in Adding your Salesloft credentials to Oomnitza.
9. Select Advanced Mode.
10. Select the Information tab. Ensure that the property {{salesloft_user_id}}, exists in Oomnitza and is 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.

Mapping the Salesloft Get User by ID response

For further information, see Salesloft Docs: Fetch a user

Reference articles for workflows

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

Creating SaaS user workflows

Prerequisites

Before you create a SaaS user workflow, you should have already run the extended integration for Salesloft users and selected User plus SaaS User to populate the Salesloft entry in the Software > SaaS menu.

Creating the SaaS user workflow

1. Click Configuration > Workflows 
2. Click Add (+) and select Software SaaS Users from the list.
3. Enter the name of the workflow.

Editing the begin block

The begin block is the workflow’s trigger. In this case, you create a workflow that retrieves SaaS user information from Salesloft.

1. Click Edit.
2. Enter the name of the begin block. 
3. Configure the schedule so that the user information is streamed to Oomnitza when your system is least busy.
4. Select run for Active records.
5. Click Add Rule and add this rule: SaaS name = Salesloft.
6. Click Save.

Learn more about the Begin block

Editing the SaaS User Role block

1. Drag and drop the SaaS User Role retrieval block onto the Sandbox, and then click Edit.
2. Search for Salesloft and click the arrow (>).
3. Choose the Salesloft SaaS User Role block. 
4. Select the credentials that you created in Adding your Salesloft credentials to Oomnitza.

By default, the Deactivate User checkbox is selected. This means that if the users listed in SaaS > Salesloft > Users do not exist in your SaaS application, they will be deactivated from the list once the workflow is run.

Tip
You can add additional features to your workflow. For example, you can add a Notify block to send messages. See Adding metadata to a Notify block.

Connecting the blocks

To complete the workflow, you connect the blocks.

1. Click SAVE.
2. Connect the blocks.
3. Save, validate, and activate your workflow.

Result
Depending on the schedule that you configured in the Begin block, the SaaS user information is streamed to Oomnitza and presented in the Software > Users tab.

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

Reference articles for creating workflows

• Creating SaaS user workflows.
• Offboarding SaaS users.