Introduction to Workflows

Written By Seb Pace

Last updated About 1 year ago

Introduction to Triggers

Triggers are used as the very first node in a workflow, they're what tells Ploy to kick off that workflow and start executing the nodes below this first trigger node. We have an ever growing number of triggers which are outlined and explained in this article, some of these include:

New app discovered - triggers when a new app has been found by Ploy
Member end date changed: triggers when we see the "end date" field of a member change
Low account usage: triggers when an employee hasn't signed into an application for 90 days

Categories of Triggers

Category of Trigger	Description
App Triggers	App Triggers are all based off something happening with or to an application in your Ploy environment. Currently this includes: When a new application is discovered When a tag is added to an app When an app status changes
Member Triggers	Member Triggers are all based off something happening with or to an member in your Ploy environment. Currently this includes: When a member becomes inactive When a new member account is discovered When a member’s end date is updated When a member’s start date is updated
Commercial Triggers	Commercial Triggers are all associated with the commercial aspects of SaaS, whether this is managing renewals, removing unused licenses or identifying receipts via our email scanning. Current triggers include: When a user hasn’t signed in for 90 days When a new receipt is dicovered When a SaaS is “x” period away from renewal
Access Triggers	Access Triggers, as the name suggests is all about Ploy's access these include: When an access review status is changed When access is requested
Misc Triggers	Misc Triggers are ones that don't fit into a specific trigger category but are still really powerful, the article dives into these in more detail, but they include: Schedule (which schedules when the trigger happens) Survey response received from an employee