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Customize your SailPoint and ServiceM8 integration with the following
triggers and actions.
Triggers
When this happens…
SailPoint
- Access Request Dynamic Approval Real-timeRoute an access request to an additional approval step by an identity or a governance group.
- Access Request Postapproval Real-timeAn access request has passed all approval steps and is ready to be provisioned.
- Access Request Preapproval Real-timeApprove or deny an access request before it is sent to the first approver.
- Account Aggregation Completed Real-timeAn account aggregation operation has completed.
- Identity Attributes Changed Real-timeOne or more attributes for an identity have changed
- Identity Deleted Real-timeAn identity has been deleted in Identity Now.
- New Identity Created Real-timeA new identity has been created in Identity Now.
- Saved Search Completed Real-timeA report generated from a saved search subscription is available to be processed
Any other trigger you can think up
ServiceM8
- Contact createdContact created in ServiceM8
- Job activity createdJob activity created in ServiceM8
- Material createdMaterial created in ServiceM8
- Staff createdStaff created in ServiceM8
- Job quotedJob quoted in ServiceM8
- Client updatedClient updated in ServiceM8
- Job updatedJob updated in ServiceM8
Any other trigger you can think up
Actions
Do this…
SailPoint
- Custom actionCustom action in SailPoint
- Get Account ActivityThis gets a single account activity.
- Get Certification CampaignThis gets a single certification campaign by ID.
- List Account ActivitiesThis gets a collection of account activities that satisfy the given parameters.
- List Certification CampaignsThis gets multiple certification campaigns that satisfy the given parameters.
- List Public IdentitiesReturns a list of publicly viewable identities in Identity Now.
- List Requestable ObjectsReturns a list of acccess items that that can be requested through the Submit Access Request action.
- Respond to TriggerThis will submit a response to a REQUEST_RESPONSE trigger.
- Submit Access RequestThis submits the access request into IdentityNow, where it will follow any IdentityNow approval processes.
- Upload Account Source FileThis uploads a CSV formatted account file generated from an identity source to Identity Now. IDN will automatically perform account aggregation when the file is received.
Any other action you can think up
ServiceM8
- Add jobAdd job in ServiceM8
- Add job materialAdd job material to a job in ServiceM8
- Create materialCreate material in ServiceM8
- Add staffAdd new staff in ServiceM8
- Create clientCreate client in ServiceM8
- Create contactCreate contact in ServiceM8
- Get client details by UUIDGet client details in ServiceM8
- Get job by UUIDGet job in ServiceM8
- Get job materials by job/UUID BatchGet job materials in ServiceM8
- Get staff by UUIDGet staff in ServiceM8
- Search clientSearch client in ServiceM8
- Search contact BatchSearch contact in ServiceM8
- Search job activities BatchSearch job activities in ServiceM8
- Search materialsSearch materials in ServiceM8
- Search staff BatchSearch staff in ServiceM8
- Update clientUpdate client in ServiceM8
- Update contactUpdate contact in ServiceM8
- Update jobUpdate job in ServiceM8
- Update materialUpdate material in ServiceM8
Any other action you can think up
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