SailPoint and Workflow Max integrations and automations

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Customize your SailPoint and Workflow Max integration with the following triggers and actions.

Triggers

When this happens…

SailPoint
  • Access Request Dynamic Approval Real-time
    Route an access request to an additional approval step by an identity or a governance group.
  • Access Request Postapproval Real-time
    An access request has passed all approval steps and is ready to be provisioned.
  • Access Request Preapproval Real-time
    Approve or deny an access request before it is sent to the first approver.
  • Account Aggregation Completed Real-time
    An account aggregation operation has completed.
  • Identity Attributes Changed Real-time
    One or more attributes for an identity have changed
  • Identity Deleted Real-time
    An identity has been deleted in Identity Now.
  • New Identity Created Real-time
    A new identity has been created in Identity Now.
  • Saved Search Completed Real-time
    A report generated from a saved search subscription is available to be processed

    • Any other trigger you can think up

Actions

Do this…

SailPoint
  • Custom action
    Custom action in SailPoint
  • Get Account Activity
    This gets a single account activity.
  • Get Certification Campaign
    This gets a single certification campaign by ID.
  • List Account Activities
    This gets a collection of account activities that satisfy the given parameters.
  • List Certification Campaigns
    This gets multiple certification campaigns that satisfy the given parameters.
  • List Public Identities
    Returns a list of publicly viewable identities in Identity Now.
  • List Requestable Objects
    Returns a list of acccess items that that can be requested through the Submit Access Request action.
  • Respond to Trigger
    This will submit a response to a REQUEST_RESPONSE trigger.
  • Submit Access Request
    This submits the access request into IdentityNow, where it will follow any IdentityNow approval processes.
  • Upload Account Source File
    This 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

Workflow Max
  • Create contact
    Create Contact in WorkflowMax
  • Get all suppliers
    Get all suppliers in WorkflowMax
  • Get client details by UUID
    Get client details by UUID in WorkflowMax
  • Get contact details by UUID
    Get Contact by UUID in WorkflowMax
  • Get current invoices
    Get current invoices in WorkflowMax
  • Get current quotes
    Get current quotes in WorkflowMax
  • Get invoice by number
    Get invoice details by invoice number in WorkflowMax
  • Get inovice payments
    Get payments of invoice in WorkflowMax
  • Get job invoices
    Get list of invoices for a specific job in WorkflowMax
  • Get quote by number
    Get quote details by quote number in WorkflowMax
  • Get supplier contact by UUID
    Get supplier contact by UUID in WorkflowMax
  • Get supplier details by UUID
    Get supplier by UUID in WorkflowMax
  • Search clients
    Search clients in WorkflowMax
  • Search invoices
    Search invoices for given date range in WorkflowMax
  • Search quotes
    Search issued quotes for given date range inWorkflowMax
  • Update contact
    Update Contact by UUID in WorkflowMax

    • Any other action you can think up

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