# Triggr University

> Set up and run Triggr Core and Triggr Studio, and connect the tools your workflows use.

- [MSP Process](https://kb.mspprocess.com/msp-process/overview.md): Guides for setting up and using MSP Process.
- [CallScribe: Admin Setup](https://kb.mspprocess.com/msp-process/ai-service-desk/callscribe/callscribe-admin-setup.md): OverviewCallScribe adds fully logged, recorded outbound calling directly inside your PSA ticket (the ConnectWise pod or the Halo insight). Every outbound…
- [CallScribe: Daily Use](https://kb.mspprocess.com/msp-process/ai-service-desk/callscribe/callscribe-daily-use.md): Using CallScribeIf you have not setup CallScribe in your MSP Process tenant, please review the CallScribe: Admin Setup KB for further information.Once…
- [Adding Custom Tabs in the Client Portal](https://kb.mspprocess.com/msp-process/ai-service-desk/client-portal/adding-custom-tabs-in-the-client-portal.md): OverviewMSP Process allows partners to add custom tabs to their Client Portal, giving admins a way to surface external resources (learning sites, invoicing…
- [Client Portal Chat Notifications](https://kb.mspprocess.com/msp-process/ai-service-desk/client-portal/client-portal-chat-notifications.md): To Enable Notifications for Client Portal chat there are two components to it. The first is to enable notifications on your MSP Process account. You can do…
- [Client Portal: Admin Setup](https://kb.mspprocess.com/msp-process/ai-service-desk/client-portal/client-portal-admin-setup.md): OverviewThis guide covers admin setup of the client portal on the Pro plan, including smart forms and cards, for the web portal, the Teams app and the…
- [Conditional Logic for Client Portal Ticket Templates](https://kb.mspprocess.com/msp-process/ai-service-desk/client-portal/conditional-logic-for-client-portal-ticket-templates.md): OverviewWhat is conditional logic?Ticket templates in the Client Portal support conditional (branching) logic. An admin configures a template so that…
- [Controlling Which End-Users Can See Specific Ticket Templates](https://kb.mspprocess.com/msp-process/ai-service-desk/client-portal/controlling-which-end-users-can-see-specific-ticket-templates.md): Context:Ticket Templates are a heavily used part of the the Client Portal/MS Teams app, as they let your end-users quickly submit an issue to you with all…
- [Customize Client Portal Invite Email](https://kb.mspprocess.com/msp-process/ai-service-desk/client-portal/customize-client-portal-invite-email.md): Click on Client -> Invite Email Template Then click the checkbox as shown below to customize the default email template. Be careful not to remove links…
- [Embedding a Rewst Workflow inside the MSP Process Client Portal](https://kb.mspprocess.com/msp-process/ai-service-desk/client-portal/embedding-a-rewst-workflow-inside-the-msp-process-client-portal.md): Context: Rewst Workflows are a powerful tool that - by simply filling them out - can invoke automation activities in Rewst. By embedding those Rewst…
- [End-User Single Sign-On (Microsoft 365) Setup for the Client Portal](https://kb.mspprocess.com/msp-process/ai-service-desk/client-portal/end-user-single-sign-on-microsoft-365-setup-for-the-client-portal.md): OverviewThis article will walk through the steps required to link a Microsoft or Google account login to a Client Portal.How ToEnd-users will need to log in…
- [How to Add Custom Tabs to Your Microsoft Teams App](https://kb.mspprocess.com/msp-process/ai-service-desk/client-portal/how-to-add-custom-tabs-to-your-microsoft-teams-app.md): By default, the MSP Process Client Portal Teams app includes several standard tabs. However, there may be times when you want to add additional custom tabs…
- [How to Invite Clients to your Client Portal](https://kb.mspprocess.com/msp-process/ai-service-desk/client-portal/how-to-invite-clients-to-your-client-portal.md): OverviewThis article will walk you through how to invite end-users to any Client Portals created in your MSP Process platform.Steps to Connect Contacts to a…
- [Mobile Apps - for Technicians and End-Users](https://kb.mspprocess.com/msp-process/ai-service-desk/client-portal/mobile-apps-for-technicians-and-end-users.md): Introduction The Client Portal feature within the MSP Process platform is feature-rich and intuitive to use, but did you also know that it's available as a…
- [Pre-approving the "MSP Process SSO" Enterprise App](https://kb.mspprocess.com/msp-process/ai-service-desk/client-portal/pre-approving-the-msp-process-sso-enterprise-app.md): IntroductionIt's very common for your end-users to want to use Microsoft SSO to login to your client portal. In order for that to happen though, someone -…
- [Removing a Teams app from a client's setup](https://kb.mspprocess.com/msp-process/ai-service-desk/client-portal/removing-a-teams-app-from-a-clients-setup.md): 1. Remove the Teams app itself from the customer tenantSign into that customer's Teams admin center (admin.teams.microsoft.com) — or if you have…
- [Setting up AI ChatAssist](https://kb.mspprocess.com/msp-process/ai-service-desk/client-portal/setting-up-ai-chatassist.md): Introduction AI ChatAssist is an AI-based chat tool that your end-users can interface with through our Client Portal and Microsoft Teams bot. Friendly,…
- [Setting Up Client Portal Ticket Templates (with Conditional Logic)](https://kb.mspprocess.com/msp-process/ai-service-desk/client-portal/setting-up-client-portal-ticket-templates-with-conditional-logic.md): OverviewTicket Templates control what your end-users see and select when they submit a ticket through the Client Portal. Templates can be scoped to specific…
- [Telling Your Customers How To Contact You](https://kb.mspprocess.com/msp-process/ai-service-desk/client-portal/telling-your-customers-how-to-contact-you.md): Introduction The MSP Process Client Portal makes it easy for your customers to know how best to reach out to you - all they need to do is click on the ?…
- [Using a Custom Domain for your Client Portal](https://kb.mspprocess.com/msp-process/ai-service-desk/client-portal/using-a-custom-domain-for-your-client-portal.md): IntroductionBy default, every MSP Process Client Portal has a URL of https://<name>.mspprocess.net. As branding is critical for MSPs, and your…
- [Using the Client Portal: End-User Guide](https://kb.mspprocess.com/msp-process/ai-service-desk/client-portal/using-the-client-portal-end-user-guide.md): OverviewWelcome to the new client portal! Start a chat to open a ticket and try some first troubleshooting before you talk to a technician.The client portal…
- [Using Triggr with your MSP Process](https://kb.mspprocess.com/msp-process/ai-service-desk/client-portal/using-triggr-with-your-msp-process.md): OverviewThis article will explain the Integration between Triggr and MSP Process. This will include the setup and use of Triggr in conjunction with MSP…
- [Overview of the Ticket Triage Module](https://kb.mspprocess.com/msp-process/ai-service-desk/ticketing/overview-of-the-ticket-triage-module.md): OverviewThe Ticket Triage module in MSP Process leverages AI to automatically categorize, prioritize, and update incoming tickets in your PSA. This overview…
- [How to Setup Live Chat](https://kb.mspprocess.com/msp-process/ai-service-desk/live-chat/how-to-setup-live-chat.md): Introduction The Live Chat widget is a bot that can be embedded on your website, and can handle conversations from prospective clients who are inquiring…
- [AI VoiceAssist: Admin Setup](https://kb.mspprocess.com/msp-process/ai-service-desk/ai-voiceassist/ai-voiceassist-admin-setup.md): OverviewAI VoiceAssist is MSP Process's AI voice agent that answers inbound calls, gathers caller and issue details, performs troubleshooting, transfers to…
- [Getting Notified If AI VoiceAssist Fails To Create A Ticket](https://kb.mspprocess.com/msp-process/ai-service-desk/ai-voiceassist/getting-notified-if-ai-voiceassist-fails-to-create-a-ticket.md): Introduction: There are situations where AI VoiceAssist may fail to create a ticket in your PSA: If the PSA API credentials provided to MSP Process are…
- [Preventing Infinite Call Forwarding Loops with AI VoiceAssist](https://kb.mspprocess.com/msp-process/ai-service-desk/ai-voiceassist/preventing-infinite-call-forwarding-loops-with-ai-voiceassist.md): Issue Some users have experienced an infinite call forwarding loop when configuring AI VoiceAssist. This happens when the forwarding number set for an agent…
- [Alpha activity log and usage](https://kb.mspprocess.com/msp-process/alpha/alpha-activity-log-and-usage.md): What this does The Activity & usage page shows what Alpha has been doing. The Activity log tab lists every action Alpha took or tried to take, who asked…
- [Alpha AI spend and budget](https://kb.mspprocess.com/msp-process/alpha/alpha-ai-spend-and-budget.md): What this does Every question you ask Alpha uses AI, and that has a cost. MSP Process tracks this as AI spend. You can see how much your company has spent…
- [Alpha dashboards and cards](https://kb.mspprocess.com/msp-process/alpha/alpha-dashboards-and-cards.md): What this does Alpha can show answers as charts and tables right in the chat. It can also save a live dashboard that refreshes on its own. Inside the chat,…
- [Alpha live assist on calls](https://kb.mspprocess.com/msp-process/alpha/alpha-live-assist-on-calls.md): What this does Live assist puts Alpha next to your phone calls. While you talk to a customer, Alpha follows the call's live transcript and shows helpful…
- [Alpha permissions and roles](https://kb.mspprocess.com/msp-process/alpha/alpha-permissions-and-roles.md): What this does The Permissions page decides what Alpha may change. This covers your PSAs, your documentation systems and MSP Process itself. Each action has…
- [Alpha reports: QBRs, saved reports and schedules](https://kb.mspprocess.com/msp-process/alpha/alpha-reports-qbrs-saved-reports-and-schedules.md): What this does Alpha can build reports for you, such as a QBR (quarterly business review) for a client. Ask for one in the chat and Alpha saves it to…
- [Chatting with Alpha](https://kb.mspprocess.com/msp-process/alpha/chatting-with-alpha.md): What this does The Alpha panel is where you talk to Alpha. You can type, dictate, or hold a spoken conversation. Alpha answers questions and shows tables…
- [Connecting IT Glue or Hudu to Alpha](https://kb.mspprocess.com/msp-process/alpha/connecting-it-glue-or-hudu-to-alpha.md): What this does When IT Glue or Hudu is connected, Alpha can look up your documentation while it answers. For example it can find a client's assets, contacts…
- [Connecting your PSA to Alpha and choosing what Alpha may change there](https://kb.mspprocess.com/msp-process/alpha/connecting-your-psa-to-alpha-and-choosing-what-alpha-may-change-there.md): What this does Alpha reads tickets, companies, contacts and time from your PSA. When you allow it, Alpha can also make changes there, for example add a note…
- [Using Alpha from Claude, ChatGPT, Cursor and other AI apps](https://kb.mspprocess.com/msp-process/alpha/using-alpha-from-claude-chatgpt-cursor-and-other-ai-apps.md): What this does You can use Alpha from inside other AI apps, such as Claude, ChatGPT, Microsoft Copilot Studio, Cursor, VS Code or Gemini. The AI app…
- [What is Alpha?](https://kb.mspprocess.com/msp-process/alpha/what-is-alpha.md): What this does Alpha is the AI assistant built into MSP Process. You can ask it questions in plain language about your tickets, clients, users and setup.…
- [Add an SMS Channel](https://kb.mspprocess.com/msp-process/sms-messaging/add-an-sms-channel.md): Adding an SMS Channel allows you to create a ticket and enable an SMS chat between you and the contact for the company. ** IMPORTANT NOTE ** The system will…
- [Broadcast Messsaging Templates](https://kb.mspprocess.com/msp-process/sms-messaging/broadcast-messsaging-templates.md): This is a list of many of the common uses for Broadcast Messaging that opur clients use. To setup these Templates, go to AI Service Desk>…
- [Dynamic Filters](https://kb.mspprocess.com/msp-process/sms-messaging/dynamic-filters.md): IntroductionThe Broadcast Messages feature lets you send text messages, in bulk, to your customers. Dynamic Filters is a complimentary/supporting feature…
- [Importing a Phone Number from a Twilio Account](https://kb.mspprocess.com/msp-process/sms-messaging/importing-a-phone-number-from-a-twilio-account.md): Introduction:All MSPs already have a phone number that their customers are familiar with - and some of those customers already text their MSP through that…
- [Initiate an SMS Conversation from MSP Process Portal](https://kb.mspprocess.com/msp-process/sms-messaging/initiate-an-sms-conversation-from-msp-process-portal.md): To initiate an SMS Conversation from within MSP Process portal following the instructions below: Go to Ticketing -> PSA Ticketing as shown below and…
- [Sending Text Messages in Bulk, Using the Broadcast Messages Feature](https://kb.mspprocess.com/msp-process/sms-messaging/sending-text-messages-in-bulk-using-the-broadcast-messages-feature.md): IntroductionOn the Pro plan, MSP Process offers a feature called Broadcast Messages that lets you send out text messages in bulk to your end-users. There…
- [SMS Channel Chat View](https://kb.mspprocess.com/msp-process/sms-messaging/sms-channel-chat-view.md): Click on the View Icon shown below to see the details about the ticket and SMS
- [SMS Channel Configuration](https://kb.mspprocess.com/msp-process/sms-messaging/sms-channel-configuration.md): Our SMS Channel Configuration Options give you control over how you interact with your customers over SMS. For instance you may not want to allow them to…
- [Text Message Templates](https://kb.mspprocess.com/msp-process/sms-messaging/text-message-templates.md): IntroductionYour team will often send the same kinds of text messages to your customers: When first starting to interact with an end-user regarding a…
- [Contact Update Forms - Sending to Individual End-Users](https://kb.mspprocess.com/msp-process/sms-messaging/contact-update-forms/contact-update-forms-sending-to-individual-end-users.md): Before you begin we recommend doing two things:Setting up your company logo if you haven't already: Update your Company LogoCustomizing the Subject and Body…
- [Contact Update Forms - Sending to Multiple End-Users at Once](https://kb.mspprocess.com/msp-process/sms-messaging/contact-update-forms/contact-update-forms-sending-to-multiple-end-users-at-once.md): Bulk Contact Update FormsThey serve two purposes for MSPs. You can allow your users to opt in to receive SMS messaging prior to you sending them for…
- [Customize Contact Update Emails and Text Templates](https://kb.mspprocess.com/msp-process/sms-messaging/contact-update-forms/customize-contact-update-emails-and-text-templates.md): Customizing Contact Update Form Emails/SMS MessagesYou can customize the Contact Update emails/text messages that are sent to your end-users. Simply…
- [Migrating Opt-in Data Between PSAs](https://kb.mspprocess.com/msp-process/sms-messaging/contact-update-forms/migrating-opt-in-data-between-psas.md): Context: You've been using MSP Process to send out Contact Update forms, and your clients have been filling them out. You're now in the process of moving…
- [Manager Approvals](https://kb.mspprocess.com/msp-process/identity-management/manager-approvals.md): OverviewManager Approvals lets a technician request approval from a manager directly from a ticket. This article covers setup for admins and day-to-day…
- [Understanding MSP Process' Password Rotation](https://kb.mspprocess.com/msp-process/identity-management/understanding-msp-process-password-rotation.md): OverviewMSP Process can automatically rotate sensitive client credentials, such as admin-level accounts, on a recurring schedule, and push each new password…
- [Lexful Integration: Admin Setup](https://kb.mspprocess.com/msp-process/identity-management/password-management/lexful-integration-admin-setup.md): OverviewLexful is an integration for Password Rotation, similar ITGlue and Hudu. Connecting it to MSP Process allows Password Rotation write each newly…
- [Self-Service Password Reset (SSPR), MFA Reset and Unlocking User Accounts](https://kb.mspprocess.com/msp-process/identity-management/password-management/self-service-password-reset-sspr-mfa-reset-and-unlocking-user-accounts.md): OverviewSelf-Service Password Reset (SSPR) is MSP Process's identity-management module for the three most common account actions your help desk handles:…
- [End User Verification using Secure Data Link](https://kb.mspprocess.com/msp-process/identity-management/end-user-verification/end-user-verification-using-secure-data-link.md): End-user verification with a secure, single-click link can be achieved with either an email or SMS to transmit the secure data link to the client. The…
- [End-User Verification using SMS](https://kb.mspprocess.com/msp-process/identity-management/end-user-verification/end-user-verification-using-sms.md): This is using Connectwise Manage Pod integration for Illustrative Purposes but can be done from any PSA using the integrated POD or through the MSP Process…
- [How to Disable End-User Verification Methods](https://kb.mspprocess.com/msp-process/identity-management/end-user-verification/how-to-disable-end-user-verification-methods.md): IntroductionThe End-User Verification module in MSP Process offers various methods to verify the identity of a caller reaching out to your help desk.…
- [Setting up Okta as an End-user Verification (EUV) Method](https://kb.mspprocess.com/msp-process/identity-management/end-user-verification/setting-up-okta-as-an-end-user-verification-euv-method.md): OverviewOkta is a very popular identity management platform, and MSP Process integrates with it, so that you can verify the identity of someone calling your…
- [Deploying the Microsoft Authenticator Module to a Specific M365 Tenant](https://kb.mspprocess.com/msp-process/identity-management/end-user-verification/microsoft-authenticator/deploying-the-microsoft-authenticator-module-to-a-specific-m365-tenant.md): IntroductionMicrosoft's Authenticator app is a great tool to use when verifying someone's identity through the MSP Process platform - it's more secure than…
- [Deploying the MSP Process Authenticator app to M365 Tenants through the Microsoft Partner Center](https://kb.mspprocess.com/msp-process/identity-management/end-user-verification/microsoft-authenticator/deploying-the-msp-process-authenticator-app-to-m365-tenants-through-the-microsoft-partner-center.md): IntroductionMicrosoft's Authenticator app is a great tool to use when verifying someone's identity through the MSP Process platform - it's more secure than…
- [Modifying a user's Default Sign-in Method in M365 to be "Microsoft Authenticator"](https://kb.mspprocess.com/msp-process/identity-management/end-user-verification/microsoft-authenticator/modifying-a-users-default-sign-in-method-in-m365-to-be-microsoft-authenticator.md): Introduction: When you send a verification request to someone's Microsoft Authenticator app, you may see an error message in MSP Process saying that the…
- [Troubleshooting "Error during assigning of Application.ReadWrite.All application role" Errors](https://kb.mspprocess.com/msp-process/identity-management/end-user-verification/microsoft-authenticator/troubleshooting-error-during-assigning-of-applicationreadwriteall-application-role-errors.md): Scenario: From the Integrations -> Security Integrations menu, you've deployed the MSP Process app for Authenticator into your customer's M365 tenants,…
- [Troubleshooting "Please enable the 'Azure Multi Factor Auth Client' enterprise application for this M365 tenant" Errors](https://kb.mspprocess.com/msp-process/identity-management/end-user-verification/microsoft-authenticator/troubleshooting-please-enable-the-azure-multi-factor-auth-client-enterprise-application-for-this-m365-tenant-errors.md): Scenario: From the Integrations -> Security Integrations menu, you've deployed the MSP Process app for Authenticator into your customer's M365 tenants,…
- [Verify End Users from MSP Process - v2](https://kb.mspprocess.com/msp-process/identity-management/end-user-verification/microsoft-authenticator/verify-end-users-from-msp-process-v2.md): Login to https://app.mspprocess.com Navigate to Contacts page and if not already selected, use the drop down to select your PSA/M365 Integration. Then click…
- [Verifying End Users within MSP Process Portal](https://kb.mspprocess.com/msp-process/identity-management/end-user-verification/microsoft-authenticator/verifying-end-users-within-msp-process-portal.md): This article is for verification using MSP Process portal. Some of our integration vendors do not support an embed capability where we can embed our End…
- [DUO: Verifying an End-User By Sending them a Push Notification Through the DUO Mobile App](https://kb.mspprocess.com/msp-process/identity-management/end-user-verification/duo/duo-verifying-an-end-user-by-sending-them-a-push-notification-through-the-duo-mobile-app.md): IntroductionDuo (https://duo.com) is a popular identity verification platform. You can use it in MSP Process to achieve two goals:To secure the login…
- [Deploying the Tech Verification Widget](https://kb.mspprocess.com/msp-process/identity-management/technician-verification/deploying-the-tech-verification-widget.md): ContextThe Tech Verification widget helps you prevent your customers from falling victim to an identity phishing attack. Easily embedded as an iframe in…
- [Different Methods to Deploy Tech Verification](https://kb.mspprocess.com/msp-process/identity-management/technician-verification/different-methods-to-deploy-tech-verification.md): RequirementsFor your end-users to be able to use the Technician Verification feature, you will need to ensure that your Technician Verification settings are…
- [Tech Verification: End-User Guide](https://kb.mspprocess.com/msp-process/identity-management/technician-verification/tech-verification-end-user-guide.md): OverviewWhat is Tech Verification?Tech Verification lets you confirm that the person contacting you is a real technician from your IT provider before you…
- [Technician Verification - Using SMS](https://kb.mspprocess.com/msp-process/identity-management/technician-verification/technician-verification-using-sms.md): Technician Verification via SMSSocial engineering attacks by bad actors at an MSPs clients are increasing. Bad actors are imitating the MSP / IT Service…
- [Escalation Rules: Admin Setup Guide](https://kb.mspprocess.com/msp-process/monitor-notify/incidents-alerts/escalation-rules-admin-setup-guide.md): OverviewEscalation Rules make sure a critical alert reaches an on-shift technician when an Alert is created in MSP Process, and goes through a series of…
- [Incident Module & Escalation Rules: Daily Use Guide](https://kb.mspprocess.com/msp-process/monitor-notify/incidents-alerts/incident-module-escalation-rules-daily-use-guide.md): OverviewWhen something critical happens, such as a new P1 ticket or an after-hours call, MSP Process opens an incident and alerts the person who is on call.…
- [How to Make Ticket URLs Clickable in Microsoft Teams Notifications](https://kb.mspprocess.com/msp-process/monitor-notify/data-ingestion-workflows/how-to-make-ticket-urls-clickable-in-microsoft-teams-notifications.md): When setting up workflow notifications in MSP Process to send messages to your technicians in Microsoft Teams, you may want to include a direct link to a…
- [Monitoring External Assets with Uptime Monitors in MSP Process](https://kb.mspprocess.com/msp-process/monitor-notify/data-ingestion-workflows/monitoring-external-assets-with-uptime-monitors-in-msp-process.md): The Uptime Monitors module in MSP Process lets you monitor external customer assets by IP address or FQDN. This is useful for tracking the availability of…
- [Notifying On Specific Ticket Details](https://kb.mspprocess.com/msp-process/monitor-notify/data-ingestion-workflows/notifying-on-specific-ticket-details.md): Use Case:You want to notify your technicians, with a text message, when a ticket's status changes - for example, to an "Escalated" status.This KB article…
- [Receiving Ticket Updates from HaloPSA](https://kb.mspprocess.com/msp-process/monitor-notify/data-ingestion-workflows/receiving-ticket-updates-from-halopsa.md): Use Case:You're an MSP who leverages HaloPSA, and you want MSP Process to be aware of ticket changes in HaloPSA so that you can notify whomever is on-shift…
- [Scheduled Entry/Service Call Notification Setup](https://kb.mspprocess.com/msp-process/monitor-notify/data-ingestion-workflows/scheduled-entryservice-call-notification-setup.md): This support article will help you setup Scheduled Entry (for ConnectWise Manage) or Service Call (Autotask) Notifications using our Monitor & Notify…
- [Sending Notifications to a Slack Channel](https://kb.mspprocess.com/msp-process/monitor-notify/data-ingestion-workflows/sending-notifications-to-a-slack-channel.md): Context If you and your team use Slack for communications, MSP Process can alert you when an event occurs by sending notifications to a Slack channel.…
- [Understanding Escalations in MSP Process](https://kb.mspprocess.com/msp-process/monitor-notify/data-ingestion-workflows/understanding-escalations-in-msp-process.md): Sometimes tickets may go unattended for a time longer than we would like or take longer to resolve than initially expected. In these instances, we have…
- [Understanding Notification Groups. On-Call schedules, and Workflows](https://kb.mspprocess.com/msp-process/monitor-notify/data-ingestion-workflows/understanding-notification-groups-on-call-schedules-and-workflows.md): To set up **Notification Groups** under **Monitor & Notify**:1. Go to **Monitor & Notify → Notification Groups**.2. Create a new group, give it a…
- [Update Purchase Orders to ConnectWise](https://kb.mspprocess.com/msp-process/monitor-notify/data-ingestion-workflows/update-purchase-orders-to-connectwise.md): To post updates from an email that was parsed to a ConnectWise PO you can enable this on the Notification level as shown below: Click Integration and select…
- [Notification Groups: Admin Setup](https://kb.mspprocess.com/msp-process/monitor-notify/scheduling-on-call/notification-groups-admin-setup.md): OverviewA notification group is the entity that holds your on-call team members. You build the group once, then use it wherever MSP Process needs to alert a…
- [On-Call Schedule Using The On-call Schedule Wizard: Admin Setup](https://kb.mspprocess.com/msp-process/monitor-notify/scheduling-on-call/on-call-schedule-using-the-on-call-schedule-wizard-admin-setup.md): What Is the On-Call Schedule Wizard?The On-Call Schedule Wizard walks you through building a rotating on-call schedule in a few steps. You choose who is on…
- [ScheduleAssist: Admin Setup](https://kb.mspprocess.com/msp-process/scheduleassist/scheduleassist-admin-setup.md): OverviewScheduleAssist lets your technicians connect their calendars (Microsoft 365 or Google) and generate unique, branded booking links so clients can…
- [ScheduleAssist: Daily Use](https://kb.mspprocess.com/msp-process/scheduleassist/scheduleassist-daily-use.md): OverviewSchedule Assist allows you to schedule technical meetings, on-site visits, and other appointments with your customers directly through the MSP…
- [Setting up a Teams Bot for use with Verification+](https://kb.mspprocess.com/msp-process/settings/setting-up-a-teams-bot-for-use-with-verification.md): Besides sending End User verifications through SMS, email, and authenticator apps, you can push codes via a Teams Bot. Log into your MSP Process tenantGo to…
- [Link your MSP Process User Account To An Autotask Resource (User)](https://kb.mspprocess.com/msp-process/settings/psa-integrations/autotask/link-your-msp-process-user-account-to-an-autotask-resource-user.md): Context: MSP Process allows you to link your user account to a Resource (User) in Autotask - that linkage is used in three scenarios: When you're adding a…
- [Step 1: Setup the API User in Autotask and Configure the Autotask Integration in MSP Process](https://kb.mspprocess.com/msp-process/settings/psa-integrations/autotask/step-1-setup-the-api-user-in-autotask-and-configure-the-autotask-integration-in-msp-process.md): Login to Autotask and create your API username and password: Under Admin -> Resources (Users) click on New and select "API User", Select MSP Process as…
- [Step 2: Setting up the Ticket Insight for Autotask](https://kb.mspprocess.com/msp-process/settings/psa-integrations/autotask/step-2-setting-up-the-ticket-insight-for-autotask.md): NOTE: This is the second (of two) steps needed to configure the Autotask integration. If you haven't already done so, please complete the first step, which…
- [Configuring ConnectWise and MSP Process to Communicate with One Another](https://kb.mspprocess.com/msp-process/settings/psa-integrations/connectwise/configuring-connectwise-and-msp-process-to-communicate-with-one-another.md): NOTE: Before completing the steps in this KB article, please setup a Security Role in ConnectWise that has the permissions outlined in this KB article.…
- [Configuring Ticket Properties for SMS-sourced Tickets](https://kb.mspprocess.com/msp-process/settings/psa-integrations/connectwise/configuring-ticket-properties-for-sms-sourced-tickets.md): Context: PSA Defaults allow you to define the properties of tickets that are created through the "Text to Ticket" feature, and to define what statuses…
- [ConnectWise Security Role Details](https://kb.mspprocess.com/msp-process/settings/psa-integrations/connectwise/connectwise-security-role-details.md): IntroductionAt MSP Process we believe in only setting the minimum permissions required to leverage our application for your business needs. Please find the…
- [Deploying the MSP Process Pod in ConnectWise](https://kb.mspprocess.com/msp-process/settings/psa-integrations/connectwise/deploying-the-msp-process-pod-in-connectwise.md): Deploying the MSP Process Pod in ConnectWiseThe MSP Process pod can be deployed to both the Contact-level UI in ConnectWise, and the Service Ticket-level.…
- [Deploying the Pod to ConnectWise Project Tickets](https://kb.mspprocess.com/msp-process/settings/psa-integrations/connectwise/deploying-the-pod-to-connectwise-project-tickets.md): The Scenario: You've been happily using the MSP Process pod in your ConnectWise Service Tickets, and now you want to deploy it to your Project Tickets too.…
- [Linking your MSP Process User Account to a ConnectWise Member](https://kb.mspprocess.com/msp-process/settings/psa-integrations/connectwise/linking-your-msp-process-user-account-to-a-connectwise-member.md): Context: MSP Process allows you to link your user account to a Member in ConnectWise - that linkage is used in several situations: When sending you a push…
- [Integrating MSP Process with FreshService](https://kb.mspprocess.com/msp-process/settings/psa-integrations/freshservice/integrating-msp-process-with-freshservice.md): Introduction MSP Process has an in-depth integration with Freshservice; this KB article will walk you through how to set everything up. You'll be running…
- [Step 1: Creating an API User and Integration in Halo PSA](https://kb.mspprocess.com/msp-process/settings/psa-integrations/halo-psa/step-1-creating-an-api-user-and-integration-in-halo-psa.md): IntroductionConfiguring MSP Process and HaloPSA to work with one another is a quick and easy process that is composed of a few steps:Creating an Agent in…
- [Step 2: Setup the MSP Process "Custom Tab" in Halo](https://kb.mspprocess.com/msp-process/settings/psa-integrations/halo-psa/step-2-setup-the-msp-process-custom-tab-in-halo.md): The final step to take in setting up the MSP Process -> Halo PSA integration is to configure a Custom Tab within Halo PSA that'll contain the MSP Process…
- [Step 1: Creating an API User in Kaseya BMS](https://kb.mspprocess.com/msp-process/settings/psa-integrations/kaseya-bms/step-1-creating-an-api-user-in-kaseya-bms.md): Introduction Configuring the MSP Process platform to work with your Kaseya BMS server is a two-step process; first you need to create an API user in Kaseya…
- [Step 2: Configuring MSP Process to Communicate with Kaseya BMS](https://kb.mspprocess.com/msp-process/settings/psa-integrations/kaseya-bms/step-2-configuring-msp-process-to-communicate-with-kaseya-bms.md): Introduction: This is the second (of two) KB articles that guides you through configuring the integration between Kaseya BMS and the MSP Process platform.…
- [SuperOps AI Integration](https://kb.mspprocess.com/msp-process/settings/psa-integrations/superops/superops-ai-integration.md): Introduction:Configuring the integration between MSP Process and SuperOps is quick and easy, and consists of just a few steps:Creating a custom field in…
- [Configuring the MSP Process -> ServiceNow Integration](https://kb.mspprocess.com/msp-process/settings/psa-integrations/servicenow/configuring-the-msp-process-servicenow-integration.md): IntroductionServiceNow is a very popular ITSM platform in both the Enterprise IT space and in the "very large" end of the MSP market. MSP Process has a full…
- [Setting up the Syncro/MSP Process Integration](https://kb.mspprocess.com/msp-process/settings/psa-integrations/syncro/setting-up-the-syncromsp-process-integration.md): Introduction:Setting up the integration between Synco and MSP Process is quick and easy; you'll be completing the following steps:Creating an API token in…
- [Zendesk Integration Setup](https://kb.mspprocess.com/msp-process/settings/psa-integrations/zendesk/zendesk-integration-setup.md): Login to your Zendesk admin portal and create an API token by clicking Add API Token, as shown below: Give the API Key a name and click Copy. Note: Ensure…
- [How to Integrate Hudu and MSP Process](https://kb.mspprocess.com/msp-process/settings/integrations/how-to-integrate-hudu-and-msp-process.md): IntroductionIntegrating Hudu with MSP Process enhances your password rotation module. When you rotate a password for a highly privileged account within MSP…
- [How to Integrate IT Glue and MSP Process](https://kb.mspprocess.com/msp-process/settings/integrations/how-to-integrate-it-glue-and-msp-process.md): IntroductionConfiguring the IT Glue integration in MSP Process allows you to seamlessly push rotated passwords directly into your IT Glue account. Follow…
- [Using the MSP Process APIs](https://kb.mspprocess.com/msp-process/settings/integrations/using-the-msp-process-apis.md): On the Pro and Pro+AI plans, MSP Process offers several public APIs that allow you to integrate features like end-user verification, secure data sharing,…
- [Communicating with your Customers through WhatsApp](https://kb.mspprocess.com/msp-process/settings/integrations/whatsapp/communicating-with-your-customers-through-whatsapp.md): Context:WhatsApp is an extremely popular chat application that many MSPs - particularly in the UK, Australia and South America - use to communicate with…
- [Auto-Provisioning and Deprovisioning Users from M365 into MSP Process](https://kb.mspprocess.com/msp-process/settings/account-management-and-security/auto-provisioning-and-deprovisioning-users-from-m365-into-msp-process.md): Overview:Onboarding and offboarding employees is something MSPs always look to make as efficient as possible. By taking advantage of Microsoft's support for…
- [DUO: Securing Logins to the MSP Process Platform Using the DUO Mobile App](https://kb.mspprocess.com/msp-process/settings/account-management-and-security/duo-securing-logins-to-the-msp-process-platform-using-the-duo-mobile-app.md): Introduction DUO (https://duo.com) is a popular identity verification platform. You can use it in MSP Process to acheive two goals: To secure the login…
- [IP Address info for MSP Process](https://kb.mspprocess.com/msp-process/settings/account-management-and-security/ip-address-info-for-msp-process.md): FQDNs:If you need to whitelist our IP or domains they are shown below: https://pod.mspprocess.comhttps://app.mspprocess.comhttps://api.mspprocess.com IP…
- [Roles and Permissions in MSP Process](https://kb.mspprocess.com/msp-process/settings/account-management-and-security/roles-and-permissions-in-msp-process.md): Roles: There are two Roles in MSP Process - Admin, and Technician. By default, users who are invited to the platform are given the Technician role. Here are…
- [Using DUO's "Traditional" Login Prompt](https://kb.mspprocess.com/msp-process/settings/account-management-and-security/using-duos-traditional-login-prompt.md): Context: Recent changes made by DUO have made it so that their Universal Prompt cannot be rendered in an iframe. The main UI of the MSP Process platform is…
- [Company Policies](https://kb.mspprocess.com/msp-process/how-to-articles/company-policies.md): IntroductionThe Company Policies feature allows you to create a pop-up message, in our Autotask Insight/ConnectWise Pod/HaloPSA custom tab that can be…
- [Configuring a Custom Sub-Domain for URLs Sent to End-Users](https://kb.mspprocess.com/msp-process/how-to-articles/configuring-a-custom-sub-domain-for-urls-sent-to-end-users.md): Context:There are 3 features in MSP Process that can send your customers hyperlinks (URLs):End-user verification (using the Email Link or SMS Link…
- [Deploying the M365 Password Reset Module through the Microsoft Partner Center](https://kb.mspprocess.com/msp-process/how-to-articles/deploying-the-m365-password-reset-module-through-the-microsoft-partner-center.md): OverviewThe MSP Process platform can reset M365 users' passwords, reset their MFA methods, and reset their accounts, all from within the MSP Process…
- [Deploying the M365 Password Reset Module to one M365 Tenant](https://kb.mspprocess.com/msp-process/how-to-articles/deploying-the-m365-password-reset-module-to-one-m365-tenant.md): Context:MSP Process allows you to reset a user's M365 password, right from within your PSA, or from the Contacts/Tickets pages in the MSP Process UI. Using…
- [Deploying the MSP Process Teams Bot Into a Microsoft Teams Environment](https://kb.mspprocess.com/msp-process/how-to-articles/deploying-the-msp-process-teams-bot-into-a-microsoft-teams-environment.md): IntroductionWhen an end-user calls into your helpdesk, one of the options you can use to verify their identity is to send them an end-user verification code…
- [How to Contact Support](https://kb.mspprocess.com/msp-process/how-to-articles/how-to-contact-support.md): OverviewThis article outlines the available methods for contacting support when an issue occurs.How to Contact SupportYou can contact support using one of…
- [How to Export Contacts from MSP Process](https://kb.mspprocess.com/msp-process/how-to-articles/how-to-export-contacts-from-msp-process.md): OverviewYou may wish to export your list of contacts from MSP Process so that you can use tools like Microsoft Excel to better understand which of your…
- [Importing Contacts from CSV](https://kb.mspprocess.com/msp-process/how-to-articles/importing-contacts-from-csv.md): Introduction:If you're looking to do end-user verification on your helpdesk, but you happen to be using a PSA that MSP Process doesn't support, no worries!…
- [Install the MSP Process Browser Extension](https://kb.mspprocess.com/msp-process/how-to-articles/install-the-msp-process-browser-extension.md): Context:While there are many PSAs that allow 3rd-party vendors like MSP Process to embed a piece of our UI in theirs, there are quite a few PSAs that MSP…
- [Installing the TechAssist app in Microsoft Teams](https://kb.mspprocess.com/msp-process/how-to-articles/installing-the-techassist-app-in-microsoft-teams.md): Context:Many MSPs work exclusively in their PSA, but there are also a lot of MSPs who use Microsoft Teams for internal communications, and don't want their…
- [Secure Data Send Settings](https://kb.mspprocess.com/msp-process/how-to-articles/secure-data-send-settings.md): To configure the default settings for the Secure Data Send feature, login to the main MSP Process UI (https://app.mspprocess.com), and navigate to the…
- [Sending E-mails through an M365 Shared Mailbox](https://kb.mspprocess.com/msp-process/how-to-articles/sending-e-mails-through-an-m365-shared-mailbox.md): Introduction: By default, any e-mail sent by the MSP Process platform comes from noprely@mspprocess.com. For e-mails that are sent internally to an MSP,…
- [Sending Messages to a Microsoft Teams Channel](https://kb.mspprocess.com/msp-process/how-to-articles/sending-messages-to-a-microsoft-teams-channel.md): Introduction:Several features in the MSP Process platform can send messages to Microsoft Teams channels:When a new text message is sent to an SMS numberWhen…
- [Syncing Contacts with Microsoft 365 (One M365 Tenant at a Time)](https://kb.mspprocess.com/msp-process/how-to-articles/syncing-contacts-with-microsoft-365-one-m365-tenant-at-a-time.md): Introduction The MSP Process platform can sync contacts from a variety of sources, including many common PSA platforms in the MSP market. Some MSPs don't…
- [Syncing Contacts with Microsoft 365 (Using Admin Relationships in the Microsoft Partner Center)](https://kb.mspprocess.com/msp-process/how-to-articles/syncing-contacts-with-microsoft-365-using-admin-relationships-in-the-microsoft-partner-center.md): IntroductionThe MSP Process platform can sync contacts from a variety of sources, including many common PSA platforms in the MSP market. Some MSPs don't use…
- [Update your Company Logo](https://kb.mspprocess.com/msp-process/how-to-articles/update-your-company-logo.md): Click on Settings -> Account Settings -> Settings. Then click on the Upload new Image
- [Using the Secure Data Request Feature](https://kb.mspprocess.com/msp-process/how-to-articles/using-the-secure-data-request-feature.md): IntroductionSecure Data Request is a feature that lets you ask your end-user for data. That request can be sent out as either an email or a text message,…
- [End User Verification Video - ConnectWise Pod](https://kb.mspprocess.com/msp-process/general-support/end-user-verification-video-connectwise-pod.md): End User Verification - ConnectWise
- [How to setup a Mailbox and Parser](https://kb.mspprocess.com/msp-process/general-support/how-to-setup-a-mailbox-and-parser.md): Setup a MailboxThe first thing you'll need to do is create a mailbox when you login the first time.To setup a mailbox click on Settings -> Mail Boxes…
- [Shortcut codes found in MSPProcess](https://kb.mspprocess.com/msp-process/general-support/shortcut-codes-found-in-mspprocess.md): AIVoiceAssist - Opening/Closing Messages${firstName} first name of person calling in${CompanyName} name of your company${agentName} AI agent…
- [Upgrade Demo account to a Paid account](https://kb.mspprocess.com/msp-process/general-support/upgrade-demo-account-to-a-paid-account.md): Go to Account Settings -> Billing as shown below and click on the edit button. Select the plan you'd like to upgrade to on the left side and then fill…
- [E-mail Template: What is End-User and Tech Verification?](https://kb.mspprocess.com/msp-process/client-facing-educational-documents/e-mail-template-what-is-end-user-and-tech-verification.md): What is End-User and Tech Verification? End-User and Tech Verification are identity verification techniques that confirm the identity of the respective…
- [E-mail Templates: Short Introductions to Zero Trust Policies](https://kb.mspprocess.com/msp-process/client-facing-educational-documents/e-mail-templates-short-introductions-to-zero-trust-policies.md): Subject: End-User Verification: Ensuring Mutual Security with {Your MSP Name}! Body: In today's digital landscape, cyber security threats loom large, fueled…
- [How To Verify a Technician's Identity Over SMS](https://kb.mspprocess.com/msp-process/client-facing-educational-documents/how-to-verify-a-technicians-identity-over-sms.md): Adhering to our Zero-Trust Policy, your staff should treat every incoming call from us with skepticism and initiate the Technician Verification process…
- [Instructing your Customer About the End-User Verification Workflow](https://kb.mspprocess.com/msp-process/client-facing-educational-documents/instructing-your-customer-about-the-end-user-verification-workflow.md): End-User Verification {yourMSP} takes security seriously. As part of that, we will be verifying your identity on each call to our Service Desk. The End-User…
- [Modes of Operation for Zero-Trust Policy on Voice Calls](https://kb.mspprocess.com/msp-process/client-facing-educational-documents/modes-of-operation-for-zero-trust-policy-on-voice-calls.md): Introduction Enterprises or individuals (collectively referred to as End-Users or “EU)” recently have been burned by Threat Actors…
- [Risks of not implementing End User Verification](https://kb.mspprocess.com/msp-process/client-facing-educational-documents/risks-of-not-implementing-end-user-verification.md): Disclaimer: This is not a substitute for Legal advice. Pleas consult with your attorney on local, state and federal guidelines before including this in any…
- [Waiver of Liability for Non-acceptance of Zero Trust Policy](https://kb.mspprocess.com/msp-process/client-facing-educational-documents/waiver-of-liability-for-non-acceptance-of-zero-trust-policy.md): Waiver of Liability for Non-Acceptance of Zero Trust Policy I, [Your Name], hereby acknowledge that I have been informed of the zero trust policy…
- [Free Plan Onboarding - Autotask](https://kb.mspprocess.com/msp-process/free-plan-onboarding/free-plan-onboarding-autotask.md): Login to Autotask and create your API username and password: Under Admin -> Resources (Users) click on New and select "API User", Select MSP Process as…
- [Free Plan Onboarding - Connectwise](https://kb.mspprocess.com/msp-process/free-plan-onboarding/free-plan-onboarding-connectwise.md): Login to ConnectWise as an Admin and select System -> Members -> API Members as shown below: Click on + as shown below: Fill out all required fields…
- [Free Plan Onboarding - HaloPSA](https://kb.mspprocess.com/msp-process/free-plan-onboarding/free-plan-onboarding-halopsa.md): The first thing that you be required is the create the HaloPSA API keys. 1) Choose the configuration gear, 2 Choose HaloPSA API. 3) Now grab the URL for…
- [Dictating New Tickets with the Technician App](https://kb.mspprocess.com/msp-process/mobile-app/dictating-new-tickets-with-the-technician-app.md): Introduction: The MSP Process app allows technicians to quickly and easily view, triage and update tickets. One of the great new features introduced in the…
- [Dictating New Time Entries with the Technician App](https://kb.mspprocess.com/msp-process/mobile-app/dictating-new-time-entries-with-the-technician-app.md): Introduction: The MSP Process app allows technicians to quickly and easily view, triage and update tickets. One of the great new features introduced in the…
- [Submitting Mileage Tracking Expense Reports](https://kb.mspprocess.com/msp-process/mobile-app/submitting-mileage-tracking-expense-reports.md): Context: Tracking how far you've driven to go to an on-site visit is a frustrating experience for many technicians. Some use notebooks, others send text…
- [Introduction](https://kb.mspprocess.com/core/introduction.md): What Triggr Core does and how a request becomes finished work in your client's Microsoft 365.
- [How Triggr Core works](https://kb.mspprocess.com/core/how-core-works.md): Your techs run requests from Core, or your clients' staff submit them from a link, and Triggr recognises each client by its Microsoft tenant ID.
- [Set up Triggr Core](https://kb.mspprocess.com/core/get-started/overview.md): Sign in to Triggr Core and work through the setup checklist on Home.
- [Connect Microsoft 365](https://kb.mspprocess.com/core/get-started/connect-microsoft-365.md): Let Triggr Core work in your clients' Microsoft 365 tenants, through GDAP or a per-client app.
- [Connect your PSA](https://kb.mspprocess.com/core/get-started/connect-your-psa.md): Connect ConnectWise PSA, Halo PSA or Autotask so Triggr Core can log workflow runs as tickets against the right client.
- [Add your branding](https://kb.mspprocess.com/core/get-started/add-your-branding.md): Put your name, logo and colours on client request pages, use your own domain and send client emails from your own address.
- [Configure User Onboarding](https://kb.mspprocess.com/core/get-started/configure-user-onboarding.md): Set who can use User Onboarding, what its form asks and what it sets up in each client's tenant.
- [Add your clients](https://kb.mspprocess.com/core/get-started/add-your-clients.md): Add the businesses you support, fix anything that stops a client being ready, and deploy the desktop agent where it's needed.
- [Share your forms](https://kb.mspprocess.com/core/get-started/share-your-forms.md): Make a workflow a public form, share its link with clients and test it before you go live.
- [Invite your team](https://kb.mspprocess.com/core/get-started/invite-your-team.md): Invite teammates to your Core organisation, choose their role, and group them for approvals.
- [Run a workflow](https://kb.mspprocess.com/core/use/run-a-workflow.md): Run a workflow for a client from Core, fill in its form and follow the request to Executions.
- [Executions](https://kb.mspprocess.com/core/use/executions.md): Find any workflow run, check its status, see why it failed and retry it.
- [Approvals](https://kb.mspprocess.com/core/use/approvals.md): Set up your internal approvers, choose who approves a workflow's requests, let them correct a request first, and see what your team and your client's approver see.
- [Reports](https://kb.mspprocess.com/core/use/reports.md): Save lookup results as reports, email clients a monthly Microsoft 365 licensing report, and share reports by password-protected link.
- [User Onboarding](https://kb.mspprocess.com/core/workflows/user-onboarding.md): Creates a new starter's Microsoft 365 account in your client's tenant, with licences, groups and shared mailbox access.
- [User Offboarding](https://kb.mspprocess.com/core/workflows/user-offboarding.md): Disables or deletes a leaver's Microsoft 365 account in your client's tenant, hands over their mailbox and removes their access.
- [Bulk Staff Offboarding](https://kb.mspprocess.com/core/workflows/bulk-staff-offboarding.md): Disables several leavers' Microsoft 365 accounts in your client's tenant in one run, signs them out and can convert their mailboxes to shared.
- [Re-enable Terminated Account](https://kb.mspprocess.com/core/workflows/re-enable-terminated-account.md): Turns sign-in back on for an offboarded user in your client's Microsoft 365, puts back the licences, groups and AD OU the offboarding recorded, and can convert their shared mailbox back to a user mailbox.
- [Mail Forwarding](https://kb.mspprocess.com/core/workflows/mail-forwarding.md): Forwards a mailbox's incoming mail to another address in your client's Exchange Online, with or without a copy left in the mailbox.
- [Password Reset](https://kb.mspprocess.com/core/workflows/password-reset.md): Sets a new temporary password on a user's Microsoft 365 account in your client's tenant, and can email it to an address or their manager.
- [Out of Office Setup](https://kb.mspprocess.com/core/workflows/out-of-office.md): Turns on automatic replies for a mailbox in your client's Exchange Online, on until turned off or scheduled between two dates.
- [Mailbox Delegation](https://kb.mspprocess.com/core/workflows/mailbox-delegation.md): Gives one or more people full access, send as or send on behalf rights to one or more mailboxes in your client's Exchange Online.
- [Remove Mailbox Delegation](https://kb.mspprocess.com/core/workflows/remove-mailbox-delegation.md): Removes one or more people's full access, send as or send on behalf rights to one or more mailboxes in your client's Exchange Online.
- [Grant Mailbox Permission in Bulk](https://kb.mspprocess.com/core/workflows/bulk-mailbox-permission.md): Gives several people full access, send as or send on behalf rights to one mailbox in your client's Exchange Online.
- [Calendar Permissions](https://kb.mspprocess.com/core/workflows/calendar-permissions.md): Gives one person Reviewer, Editor or Delegate access to a colleague's calendar in your client's Exchange Online, or changes the access they already have.
- [Hide Mailbox from Global Address List](https://kb.mspprocess.com/core/workflows/hide-from-gal.md): Hides a mailbox from the global address list in your client's Exchange Online, or shows it again.
- [Create Mail Contact](https://kb.mspprocess.com/core/workflows/create-mail-contact.md): Creates an external mail contact in your client's Exchange Online, with the name and email address you give it.
- [Delete Mail Contact](https://kb.mspprocess.com/core/workflows/delete-mail-contact.md): Deletes one external mail contact from your client's Exchange Online, by its email address.
- [Account Unlock](https://kb.mspprocess.com/core/workflows/account-unlock.md): Turns sign-in back on for a blocked account in your client's Microsoft 365, or enables and unlocks an AD-synced account in Active Directory.
- [Reset Multi-factor Authentication](https://kb.mspprocess.com/core/workflows/reset-mfa.md): Removes a user's registered MFA methods in your client's Microsoft 365 so they set MFA up again, and can sign them out everywhere.
- [License Management](https://kb.mspprocess.com/core/workflows/license-management.md): Assigns or removes Microsoft 365 licences for one user in your client's tenant.
- [Re-allocate User License](https://kb.mspprocess.com/core/workflows/reallocate-license.md): Moves a Microsoft 365 licence from one user to another in your client's tenant.
- [Change User Details](https://kb.mspprocess.com/core/workflows/change-user-details.md): Updates a user's job title, department and mobile phone in your client's Microsoft 365, or in Active Directory for an AD-synced account.
- [Bulk Update User Details](https://kb.mspprocess.com/core/workflows/bulk-update-user-details.md): Sets one detail, the department, job title or office, to the same value for several users in your client's Microsoft 365, or in Active Directory for AD-synced accounts.
- [Create Shared Mailbox](https://kb.mspprocess.com/core/workflows/create-shared-mailbox.md): Creates a new shared mailbox in your client's Exchange Online, with the display name and email address you give it.
- [Shared Mailbox Access](https://kb.mspprocess.com/core/workflows/shared-mailbox-access.md): Adds or removes one person's full access or send as rights on a shared mailbox in your client's Exchange Online.
- [Create Group](https://kb.mspprocess.com/core/workflows/create-group.md): Creates a new Microsoft 365, security or distribution group in your client's Microsoft 365.
- [Group Membership](https://kb.mspprocess.com/core/workflows/group-membership.md): Adds a user to a group, or removes them from it, in your client's Microsoft 365, or in Active Directory for an AD-synced group.
- [Bulk Add / Remove Users to Group](https://kb.mspprocess.com/core/workflows/bulk-group-users.md): Adds several users to one group, or removes them from it, in one run in your client's Microsoft 365, or in Active Directory for an AD-synced group.
- [Blacklist Email](https://kb.mspprocess.com/core/workflows/blacklist-email.md): Blocks an email address or a whole domain for everyone in your client's Microsoft 365, by adding it to the Tenant Allow/Block List.
- [IT Help Request](https://kb.mspprocess.com/core/workflows/it-help-request.md): Lets your clients' staff report an IT problem on a form, and raises it as a ticket in your PSA.
- [Licences and distributors](https://kb.mspprocess.com/core/manage/licences-and-distributors.md): Set Core's org-wide defaults, and let User Onboarding buy an extra licence seat at your distributor when a client has none free.
- [GDAP alerts](https://kb.mspprocess.com/core/manage/gdap-alerts.md): Email your team a daily or weekly digest of new, fixed and expiring GDAP problems across your clients.
- [Google Workspace clients](https://kb.mspprocess.com/core/manage/google-workspace-clients.md): Run User Onboarding and User Offboarding in a client's Google Workspace instead of Microsoft 365.
- [Migrate a client to Entra](https://kb.mspprocess.com/core/manage/migrate-a-client-to-entra.md): Keep a client synced while new starters are created in Entra only, so onboarding goes cloud-first and offboarding still reaches the accounts left in Active Directory.
- [API and webhooks](https://kb.mspprocess.com/core/manage/api-and-webhooks.md): Create API keys for the Triggr Public API and send signed events to your portal or PSA integration.
- [Workflow catalogue](https://kb.mspprocess.com/core/reference/workflow-catalogue.md): Every workflow you can run in Triggr Core, what it does in your client's tenant and what its form asks for.
- [FAQ](https://kb.mspprocess.com/core/reference/faq.md): Quick answers to common questions about setting up and running Triggr Core: clients, your PSA, forms, approvals, your team, reports and licences.
- [Microsoft and GDAP FAQ](https://kb.mspprocess.com/core/reference/microsoft-faq.md): Answers to common questions about connecting Triggr Core to your clients' Microsoft 365 tenants: GDAP, the service account, consent, GDAP health, Exchange and the errors you might see.
- [Fix Microsoft connection problems](https://kb.mspprocess.com/core/reference/fix-microsoft-connection-problems.md): What Setting up… and each warning on a client's Microsoft connection mean, who fixes it and the steps.
- [Introduction](https://kb.mspprocess.com/studio/introduction.md): What Triggr Studio is, how it differs from Triggr Core, and where to start.
- [Go-live checklist](https://kb.mspprocess.com/studio/go-live-checklist.md): Everything a new MSP sets up in Triggr Studio before clients use it, in order, with how to tell each step is done.
- [Clients and variables](https://kb.mspprocess.com/studio/clients/clients-and-variables.md): Add the businesses you support, store each one's IDs and settings as variables, and set your organisation's defaults.
- [Team and permissions](https://kb.mspprocess.com/studio/clients/team-and-permissions.md): Invite your team to Studio, choose each person's role, group your approvers, and remove people safely.
- [Exclusion lists](https://kb.mspprocess.com/studio/clients/exclusion-lists.md): Hide items such as a client's break-glass admin accounts from your forms' dropdowns, client by client.
- [Introduction to forms](https://kb.mspprocess.com/studio/forms/introduction.md): Build your first Studio form, choose who can open it, connect it to a workflow and share it with a client.
- [Field reference](https://kb.mspprocess.com/studio/forms/fields.md): Every field in the Studio form designer, its properties, what it sends to your workflow, and how Field IDs and validation work.
- [Dynamic options](https://kb.mspprocess.com/studio/forms/dynamic-options.md): Fill a form dropdown from a workflow, Microsoft 365, an integration, a database or a cache, and reload it when another answer changes.
- [Conditional fields](https://kb.mspprocess.com/studio/forms/conditional-fields.md): Show or hide a form field or section based on another answer, a client or org variable, or the client's environment.
- [Form authentication](https://kb.mspprocess.com/studio/forms/authentication.md): Choose who can open a Studio form, how Triggr matches the person to a client, and what your workflow learns about them.
- [Introduction to workflows](https://kb.mspprocess.com/studio/workflows/introduction.md): Build your first Studio workflow, start it from a form, test it and read its runs.
- [Workflow triggers](https://kb.mspprocess.com/studio/workflows/triggers.md): Start a Studio workflow from a form, on a schedule, from a webhook, by hand, or from another workflow, an app or a PSA ticket.
- [Step types](https://kb.mspprocess.com/studio/workflows/steps.md): Every step in the workflow designer's Components panel: what it does, what to fill in and the output fields later steps read.
- [Data and expressions](https://kb.mspprocess.com/studio/workflows/expressions.md): Use trigger data, step outputs, client and org variables in any step with templates, transform them with Code steps, and handle failures.
- [Approvals and manual steps](https://kb.mspprocess.com/studio/workflows/approvals-and-manual-steps.md): Pause a Studio workflow until someone approves it or finishes a task by hand, then branch on the answer.
- [Debug a failed run](https://kb.mspprocess.com/studio/workflows/debugging.md): Find a failed Studio workflow run, read the step that failed, fix it and run it again, and look up common error messages.
- [Introduction to internal apps](https://kb.mspprocess.com/studio/internal-apps/introduction.md): Build pages that Triggr hosts for your team or clients, which can upload files and start your workflows.
- [Internal app SDK](https://kb.mspprocess.com/studio/internal-apps/sdk.md): Every window.triggr call an internal app page can make: what it returns, the errors it throws and the app settings it needs.
- [Example: build an uptime monitor](https://kb.mspprocess.com/studio/internal-apps/example-uptime-monitor.md): Check websites and portals every five minutes, email your service desk when one goes down or recovers, and show their status in an internal app.
- [PSA ticket automation (Hawk)](https://kb.mspprocess.com/studio/automation/hawk.md): Watch your HaloPSA, ConnectWise PSA or Autotask tickets and start a Studio workflow when a ticket matches a condition.
- [On-prem scripts](https://kb.mspprocess.com/studio/on-prem/scripts.md): Write PowerShell in Studio, run it on a client's network through the desktop agent from a workflow, and read what it returns.
- [Databases](https://kb.mspprocess.com/studio/data/databases.md): Connect your own PostgreSQL database to Studio, then read and change it from workflows with Execute SQL and fill form dropdowns from it.
- [Data tables](https://kb.mspprocess.com/studio/data/data-tables.md): Keep simple registers, such as client renewals, in typed tables inside Studio, and let an AI assistant read and update them through MCP.
- [Cache](https://kb.mspprocess.com/studio/data/cache.md): Keep a workflow's result ready, refreshed hourly, daily, weekly or monthly, so form dropdowns load instantly and workflows can reuse it.
- [Media](https://kb.mspprocess.com/studio/media.md): Find, upload, rename and delete the files your forms, internal apps and workflows collect, and keep workflow files in the library.
- [Report templates and reports](https://kb.mspprocess.com/studio/reporting/reports.md): Design a Handlebars report template, fill it from a workflow with Generate Report, then view, download or share the report with a password-protected link.
- [Decks](https://kb.mspprocess.com/studio/reporting/decks.md): Have Triggr's assistant build a branded 16:9 slide deck, such as a quarterly business review, then present it or export it as HTML or PDF.
- [Branding and client portal](https://kb.mspprocess.com/studio/settings/branding-and-portal.md): Put your name and logo on Studio forms, serve them from your own domain, and lay out the homepage your clients open.
- [Sending profiles](https://kb.mspprocess.com/studio/settings/sending-profiles.md): Send Studio workflow emails from your own Microsoft 365 mailbox or SMTP server instead of Triggr's default address.
- [API keys and webhooks](https://kb.mspprocess.com/studio/settings/api-and-webhooks.md): Create Triggr Public API keys and event webhooks from Studio, and find the API reference under Tools.
- [Distributors and licensing](https://kb.mspprocess.com/studio/settings/distributors-and-licensing.md): Browse your distributors' customers and subscriptions, build product packages, set licence assignment rules and look up Microsoft SKUs in Studio.
- [Adoption, compliance and audit logs](https://kb.mspprocess.com/studio/settings/insights-and-compliance.md): See who in your team uses Triggr, keep a locked record of what a workflow did for a client, and review the requests made in Studio and Core.
- [AI in Studio](https://kb.mspprocess.com/studio/ai/assistants.md): Ask Aimbot about your clients and runs, have it build automations, and use the Assistant tab to build workflows and forms from a description.
- [Connect Claude Code, Codex and other AI tools](https://kb.mspprocess.com/studio/mcp.md): Use Triggr's MCP server to build workflows, check runs and manage clients from Claude Code, Codex, Cursor or any MCP client.
- [Integrations](https://kb.mspprocess.com/integrations/overview.md): Choose the setup guide for the tool you want Triggr to work with.
- [Desktop agent](https://kb.mspprocess.com/desktop-agent/overview.md): An on-premises agent that lets Triggr workflows run PowerShell, such as Active Directory changes, in a client's network.
- [Generate agent credentials](https://kb.mspprocess.com/desktop-agent/generate-credentials.md): Create the client ID and secret that link a desktop agent to one Triggr client.
- [Install the desktop agent](https://kb.mspprocess.com/desktop-agent/install.md): Deploy the Triggr desktop agent as a Windows service, through your RMM or by hand.
- [IP addresses to allow](https://kb.mspprocess.com/security/ip-allowlist.md): The static outbound IP addresses Triggr's AWS-hosted services connect from.
- [Microsoft Graph (GDAP)](https://kb.mspprocess.com/integrations/microsoft-graph/gdap-service-account.md): Connect Triggr to your clients' Microsoft 365 tenants through GDAP, with one service account in your partner tenant.
- [Conditional Access](https://kb.mspprocess.com/integrations/microsoft-graph/conditional-access.md): Set up Conditional Access in your tenant and your clients' tenants so the Triggr service account signs in with MFA and isn't blocked.
- [Recommended roles](https://kb.mspprocess.com/integrations/microsoft-graph/recommended-roles.md): The Microsoft Entra roles to give Triggr's security group in your clients' GDAP relationships, and what each one is for.
- [Microsoft CSP](https://kb.mspprocess.com/integrations/microsoft-graph/csp.md): Connect Triggr to Partner Center as your service account, so it can list your CSP customers and grant its GDAP app consent.
- [Microsoft Graph (SAM)](https://kb.mspprocess.com/integrations/microsoft-graph/sam.md): Connect each client's Microsoft 365 tenant to Triggr through a Microsoft Entra app the client's administrator consents to.
- [CIPP](https://kb.mspprocess.com/integrations/cipp.md): Connect CIPP to Triggr with a CIPP-API client, so Triggr works in your clients' Microsoft 365 tenants through CIPP.
- [Microsoft 365 email](https://kb.mspprocess.com/integrations/microsoft-365-email.md): Send Triggr email, such as approval requests and workflow notifications, from a mailbox in your MSP's Microsoft 365 tenant.
- [Microsoft Teams (Delegated)](https://kb.mspprocess.com/integrations/microsoft-teams-delegated.md): Send 1:1 Microsoft Teams chat messages from a service account in your MSP's tenant, through an Entra app you register.
- [Microsoft Exchange](https://kb.mspprocess.com/integrations/microsoft-exchange.md): Let Triggr run Exchange Online PowerShell in your clients' Microsoft 365 tenants, signed in as Triggr's own Microsoft app.
- [Microsoft Defender for Endpoint](https://kb.mspprocess.com/integrations/microsoft-defender-endpoint.md): Connect Microsoft Defender for Endpoint in your clients' tenants to Triggr with your own multitenant Microsoft Entra app registration.
- [Autotask PSA](https://kb.mspprocess.com/integrations/autotask.md): Connect Autotask PSA to Triggr with an API-only user, then map your clients to Autotask companies.
- [ConnectWise PSA](https://kb.mspprocess.com/integrations/connectwise-psa.md): Connect ConnectWise PSA to Triggr with an API member, then map your clients to ConnectWise companies.
- [HaloPSA](https://kb.mspprocess.com/integrations/halopsa.md): Connect HaloPSA to Triggr with a Client ID and Secret API application, then map your clients to Halo clients.
- [Inserve](https://kb.mspprocess.com/integrations/inserve.md): Connect Inserve to Triggr with an Inserve API key and your Inserve address.
- [Simplesat](https://kb.mspprocess.com/integrations/simplesat.md): Connect Simplesat to Triggr with a Simplesat API key, so workflows can read survey feedback and keep customers and team members up to date.
- [SuperOps (US)](https://kb.mspprocess.com/integrations/superops.md): Connect SuperOps to Triggr with a SuperOps API token and your SuperOps subdomain.
- [Syncro](https://kb.mspprocess.com/integrations/syncro.md): Connect Syncro to Triggr with a Syncro API token and your Syncro subdomain.
- [Zendesk](https://kb.mspprocess.com/integrations/zendesk.md): Connect Zendesk to Triggr with a Zendesk API token and the email address of the user Triggr acts as.
- [ConnectWise ScreenConnect](https://kb.mspprocess.com/integrations/connectwise-screenconnect.md): Connect ConnectWise ScreenConnect to Triggr with the RESTful API Manager extension and a secret you set.
- [Datto RMM](https://kb.mspprocess.com/integrations/datto-rmm.md): Connect Datto RMM to Triggr with a Datto RMM user's API key and secret, then map your clients to Datto RMM sites.
- [ImmyBot](https://kb.mspprocess.com/integrations/immybot.md): Connect ImmyBot to Triggr with a Microsoft Entra app that signs in to ImmyBot as an API user.
- [Level](https://kb.mspprocess.com/integrations/level.md): Connect Level RMM to Triggr with a Level API key.
- [N-able N-central](https://kb.mspprocess.com/integrations/n-able-n-central.md): Connect N-able N-central to Triggr with an API-only user's JSON Web Token, and map your clients to N-central customers.
- [NinjaOne](https://kb.mspprocess.com/integrations/ninjaone.md): Connect NinjaOne to Triggr with an API Services (machine-to-machine) client app.
- [Hudu](https://kb.mspprocess.com/integrations/hudu.md): Connect Hudu to Triggr with a Hudu API key.
- [IT Glue](https://kb.mspprocess.com/integrations/it-glue.md): Connect IT Glue to Triggr with a custom API key.
- [ScalePad Lifecycle Manager](https://kb.mspprocess.com/integrations/scalepad-lifecycle-manager.md): Connect ScalePad Lifecycle Manager to Triggr with a ScalePad Hub API key.
- [Duo Admin API](https://kb.mspprocess.com/integrations/duo/admin-api.md): Connect each client's Duo account to Triggr with a Duo Admin API application.
- [Duo Accounts API](https://kb.mspprocess.com/integrations/duo/accounts-api.md): Connect your Duo MSP account to Triggr to manage client subaccounts with one Admin API application.
- [Duo Auth API](https://kb.mspprocess.com/integrations/duo/auth-api.md): Connect each client's Duo account to Triggr with a Duo Auth API application to verify users with Duo.
- [Keeper SCIM](https://kb.mspprocess.com/integrations/keeper/scim.md): Connect a Keeper Enterprise node to Triggr with a SCIM provisioning token, to onboard and offboard Keeper users and teams.
- [Keeper MSP](https://kb.mspprocess.com/integrations/keeper/msp.md): Connect Keeper's MSP Vendor API to Triggr to manage MSP accounts and read their usage.
- [MSP Process](https://kb.mspprocess.com/integrations/msp-process.md): Connect MSP Process to Triggr with a public API key to verify end users and share secrets through one-time links.
- [Onetime Secret](https://kb.mspprocess.com/integrations/onetime-secret.md): Connect Onetime Secret to Triggr with your region, account username and API token, so workflows can share secrets as one-time links.
- [Password Pusher](https://kb.mspprocess.com/integrations/password-pusher.md): Connect Password Pusher, on pwpush.com or self-hosted, to Triggr with your server's hostname and an API token.
- [AutoElevate](https://kb.mspprocess.com/integrations/autoelevate.md): Connect CyberFOX AutoElevate to Triggr with a Partner API token, then map your clients to AutoElevate companies.
- [ConnectSecure](https://kb.mspprocess.com/integrations/connectsecure.md): Connect ConnectSecure to Triggr with a user's API client ID and secret, your tenant name and your pod number.
- [DefensX](https://kb.mspprocess.com/integrations/defensx.md): Connect DefensX to Triggr with a DefensX Partner API token.
- [DNSFilter](https://kb.mspprocess.com/integrations/dnsfilter.md): Connect DNSFilter to Triggr with the API key of a dedicated DNSFilter user and map your clients to organisations.
- [Field Effect](https://kb.mspprocess.com/integrations/field-effect.md): Connect Field Effect MDR to Triggr with an MDR Portal API key and map your clients to Field Effect organisations.
- [Heimdal Security](https://kb.mspprocess.com/integrations/heimdal-security.md): Connect Heimdal Security to Triggr with a personal API key from the Heimdal Dashboard.
- [Huntress](https://kb.mspprocess.com/integrations/huntress.md): Connect Huntress to Triggr with a user API key and secret from the Huntress portal.
- [Inforcer](https://kb.mspprocess.com/integrations/inforcer.md): Connect Inforcer to Triggr with an Inforcer REST API key.
- [Liongard](https://kb.mspprocess.com/integrations/liongard.md): Connect Liongard to Triggr with a Liongard access key ID and secret.
- [Mesh](https://kb.mspprocess.com/integrations/mesh.md): Connect Mesh email security to Triggr with an API key from the Mesh Partner Hub.
- [Petra Security](https://kb.mspprocess.com/integrations/petra-security.md): Connect Petra Security to Triggr with an API key from the Petra portal.
- [Proofpoint Essentials](https://kb.mspprocess.com/integrations/proofpoint-essentials.md): Connect Proofpoint Essentials to Triggr with an admin account's email address and password.
- [SentinelOne](https://kb.mspprocess.com/integrations/sentinelone.md): Connect your SentinelOne management console to Triggr with a service user's API token.
- [ThreatLocker](https://kb.mspprocess.com/integrations/threatlocker.md): Connect ThreatLocker to Triggr with the API token of a ThreatLocker API user.
- [Twingate](https://kb.mspprocess.com/integrations/twingate.md): Connect Twingate to Triggr with an Admin API token and your network's address.
- [Zorus](https://kb.mspprocess.com/integrations/zorus.md): Connect Zorus to Triggr with a Zorus Portal API token that acts as one of your Zorus users.
- [KnowBe4](https://kb.mspprocess.com/integrations/knowbe4.md): Connect each client's KnowBe4 security awareness training account to Triggr with a KnowBe4 Reporting API key.
- [Phishr](https://kb.mspprocess.com/integrations/phishr.md): Connect your Phishr reseller account to Triggr with one API token, then link each client to its Phishr tenant.
- [Acronis Cyber Protect Cloud](https://kb.mspprocess.com/integrations/acronis.md): Connect Acronis Cyber Protect Cloud to Triggr with an API client from your partner tenant.
- [Cove Data Protection](https://kb.mspprocess.com/integrations/cove.md): Connect N-able Cove Data Protection to Triggr with a Cove API user and its token.
- [Datto BCDR](https://kb.mspprocess.com/integrations/datto-bcdr.md): Connect Datto BCDR to Triggr with a Datto Partner Portal API key, then map your clients to Datto organisations.
- [Datto SaaS Protection](https://kb.mspprocess.com/integrations/datto-saas-protection.md): Connect Datto SaaS Protection to Triggr with a Datto Partner Portal API key, then map your clients to SaaS Protection customers.
- [Veeam Service Provider Console](https://kb.mspprocess.com/integrations/veeam-vspc.md): Connect Veeam Service Provider Console to Triggr with a dedicated portal account that signs in to the VSPC REST API.
- [Axcient x360Cloud](https://kb.mspprocess.com/integrations/x360cloud.md): Connect Axcient x360Cloud to Triggr with an x360Portal API key.
- [Axcient x360Recover](https://kb.mspprocess.com/integrations/x360recover.md): Connect Axcient x360Recover to Triggr with an x360Portal API key.
- [Auvik](https://kb.mspprocess.com/integrations/auvik.md): Connect Auvik Network Management to Triggr with an API-only Auvik user and API key, then map your clients to Auvik sites.
- [Cisco Meraki](https://kb.mspprocess.com/integrations/cisco-meraki.md): Connect your Cisco Meraki dashboard to Triggr with a Meraki administrator's dashboard API key.
- [FortiGate](https://kb.mspprocess.com/integrations/fortinet/fortigate.md): Connect each client's FortiGate to Triggr directly with a FortiOS REST API administrator token.
- [FortiManager](https://kb.mspprocess.com/integrations/fortinet/fortimanager.md): Connect FortiManager to Triggr with a REST API administrator key, or an administrator's username and password, over its JSON-RPC API.
- [FortiGate Cloud](https://kb.mspprocess.com/integrations/fortinet/fortigate-cloud.md): Connect FortiGate Cloud to Triggr with a FortiCloud IAM API user to reach your FortiGates through Fortinet's cloud.
- [FortiCloud Asset Management](https://kb.mspprocess.com/integrations/fortinet/forticloud-asset-management.md): Connect FortiCloud Asset Management to Triggr with a FortiCloud IAM API user to track Fortinet products, contracts and expiry dates.
- [SonicWall firewalls (SonicOS)](https://kb.mspprocess.com/integrations/sonicwall/sonicos.md): Connect each client's SonicWall firewall to Triggr directly through its SonicOS API, with the firewall's administrator username and password.
- [SonicWall NSM](https://kb.mspprocess.com/integrations/sonicwall/nsm.md): Connect SonicWall Network Security Manager to Triggr with a MySonicWall API key for cloud NSM, or an NSM admin login for NSM On-Prem.
- [SonicWall Cloud Secure Edge](https://kb.mspprocess.com/integrations/sonicwall/cse.md): Connect SonicWall Cloud Secure Edge (formerly Banyan Security) to Triggr with a Command Center API key.
- [UniFi Network](https://kb.mspprocess.com/integrations/unifi/network.md): Connect a UniFi console's Network application to Triggr with a UniFi API key, through Ubiquiti's cloud connector or directly.
- [UniFi Site Manager](https://kb.mspprocess.com/integrations/unifi/site-manager.md): Connect a UI account to Triggr with a Site Manager API key to monitor UniFi consoles, sites and devices from the cloud.
- [Domotz](https://kb.mspprocess.com/integrations/domotz.md): Connect Domotz to Triggr with a Full Access Public API key and your account's API endpoint host.
- [PRTG](https://kb.mspprocess.com/integrations/prtg/prtg.md): Connect a self-hosted PRTG Network Monitor to Triggr through PRTG API v2 with a PRTG API key.
- [PRTG (API v1)](https://kb.mspprocess.com/integrations/prtg/prtg-v1.md): Connect PRTG to Triggr through PRTG's classic HTTP API with a PRTG API key.
- [Pax8](https://kb.mspprocess.com/integrations/pax8.md): Connect Pax8 to Triggr with a Pax8 API credential (client ID and secret).
- [Sherweb](https://kb.mspprocess.com/integrations/sherweb.md): Connect Sherweb to Triggr with a Sherweb API application (client ID, client secret and subscription key).
- [TD SYNNEX StreamOne Stellr](https://kb.mspprocess.com/integrations/td-synnex/stellr.md): Connect TD SYNNEX StreamOne Stellr to Triggr with a client ID and secret from the TD SYNNEX Developer Portal.
- [3CX](https://kb.mspprocess.com/integrations/3cx.md): Connect each client's 3CX phone system to Triggr with a Configuration API client.
- [ClickSend](https://kb.mspprocess.com/integrations/clicksend.md): Connect ClickSend to Triggr with your API username and API key, so workflows can send SMS.
- [RingCentral](https://kb.mspprocess.com/integrations/ringcentral.md): Connect your clients' RingCentral accounts to Triggr with a REST API app and a JWT credential for each account.
- [Slack](https://kb.mspprocess.com/integrations/slack/slack.md): Connect each client's Slack workspace to Triggr with a SCIM API token, to look up, update and deactivate Slack users from workflows.
- [Slack Notifications](https://kb.mspprocess.com/integrations/slack/notifications.md): Install a Slack app in your workspace with Authorize, so Triggr workflows can post messages to your team's channels.
- [Zoom](https://kb.mspprocess.com/integrations/zoom.md): Connect Zoom to Triggr with a Zoom general app that an admin authorizes for each Zoom account.
- [HubSpot](https://kb.mspprocess.com/integrations/hubspot.md): Connect HubSpot to Triggr with a HubSpot service key and map your clients to companies.
- [Employment Hero](https://kb.mspprocess.com/integrations/employment-hero.md): Connect Employment Hero to Triggr with an OAuth application from the Employment Hero Developer Portal.
- [HiBob](https://kb.mspprocess.com/integrations/hibob.md): Connect each client's HiBob account to Triggr with a Bob API service user.
- [Airtable](https://kb.mspprocess.com/integrations/airtable.md): Connect Airtable to Triggr with an Airtable OAuth integration, authorised for your own account and each client's.
- [Google Workspace](https://kb.mspprocess.com/integrations/google-workspace.md): Connect each client's Google Workspace to Triggr with an OAuth client or a service account with domain-wide delegation.
- [Jira](https://kb.mspprocess.com/integrations/jira.md): Connect Jira Cloud to Triggr with an Atlassian API token, for your own site and for each client that uses Jira.
- [Smartsheet](https://kb.mspprocess.com/integrations/smartsheet.md): Connect Smartsheet to Triggr with an API access token from a dedicated Smartsheet user.
- [QuickBooks Online](https://kb.mspprocess.com/integrations/quickbooks-online.md): Connect QuickBooks Online to Triggr with an Intuit Developer app that a QuickBooks admin authorizes for each company.
- [Gandi](https://kb.mspprocess.com/integrations/gandi.md): Connect Gandi to Triggr with a Gandi personal access token, so workflows can look up, check and renew domain names.
- [Hatz AI](https://kb.mspprocess.com/integrations/hatz-ai.md): Connect Hatz AI to Triggr with a Hatz API key, so workflows can send prompts to any model your Hatz account can use.
- [OpenAI](https://kb.mspprocess.com/integrations/openai.md): Connect OpenAI to Triggr with an OpenAI API key, so workflows can send prompts to OpenAI models.
- [API reference](https://kb.mspprocess.com/api-reference/introduction.md): Use Triggr's public API to list clients and forms, run Core workflows, follow executions, act on approvals and receive webhooks.
- [List approvals](https://kb.mspprocess.com/api-reference/approvals-&-manual-steps/list-approvals.md): Runs paused for sign-off.
- [Get an approval](https://kb.mspprocess.com/api-reference/approvals-&-manual-steps/get-an-approval.md)
- [Approve](https://kb.mspprocess.com/api-reference/approvals-&-manual-steps/approve.md): Records `actor` (your signed-in person) on the approval and resumes the run. The key's scope is the authority, and your portal decides which of its people may act. Requires the `executions:manage` key scope.
- [Reject](https://kb.mspprocess.com/api-reference/approvals-&-manual-steps/reject.md): A `response` (reason) is required. Same authority rule as approve. Requires the `executions:manage` key scope.
- [List manual steps](https://kb.mspprocess.com/api-reference/approvals-&-manual-steps/list-manual-steps.md): Runs paused for a human task.
- [Get a manual step](https://kb.mspprocess.com/api-reference/approvals-&-manual-steps/get-a-manual-step.md)
- [Complete a manual step](https://kb.mspprocess.com/api-reference/approvals-&-manual-steps/complete-a-manual-step.md): Resumes the run. A step with a form (`formId` set) needs `formSubmissionId` — a submission of that form, in this organisation. Requires the `executions:manage` key scope.
- [The organisation's public branding](https://kb.mspprocess.com/api-reference/organisation/the-organisations-public-branding.md)
- [List clients](https://kb.mspprocess.com/api-reference/organisation/list-clients.md): Every client (tenant) with the identifiers you map your own records onto.
- [Get a client](https://kb.mspprocess.com/api-reference/organisation/get-a-client.md)
- [The organisation this key belongs to](https://kb.mspprocess.com/api-reference/organisation/the-organisation-this-key-belongs-to.md): Also returns the organisation's canonical embed origins — the exact value to store as your embed host and compare against `new URL(embedUrl).origin` (see Embedding).
- [The Core form catalogue](https://kb.mspprocess.com/api-reference/core-forms/the-core-form-catalogue.md): Every form the organisation can offer — configured or not — with each entry's configuration state. Use it to present the full menu; GET /api/v1/core/forms lists only what has a base config.
- [List configured Core forms with status](https://kb.mspprocess.com/api-reference/core-forms/list-configured-core-forms-with-status.md)
- [Get a Core form's status](https://kb.mspprocess.com/api-reference/core-forms/get-a-core-forms-status.md)
- [Start an embedded session for a Core form](https://kb.mspprocess.com/api-reference/core-forms/start-an-embedded-session-for-a-core-form.md): Core public forms are Microsoft-only: give the user's object ID or UPN plus their tenant (`microsoftTenantId`, or `clientId`). The form must be public — base availability, and any override for that client — and a form that is not is a 400, not a 403. The handle is single-use and expires after 2 minu…
- [List Core requests with live status](https://kb.mspprocess.com/api-reference/core-forms/list-core-requests-with-live-status.md): Every submission made through a Core form — public form, technician, or API — with who asked, for which client, and the live status of the run it started.
- [Get a Core request with its answers](https://kb.mspprocess.com/api-reference/core-forms/get-a-core-request-with-its-answers.md)
- [Check UPN availability](https://kb.mspprocess.com/api-reference/core-run/check-upn-availability.md): Which candidate UPNs already exist in the client's directory. Requires the `core:run` key scope.
- [Resolve a dynamic field's options](https://kb.mspprocess.com/api-reference/core-run/resolve-a-dynamic-fields-options.md): Microsoft-sourced, cached, or static options for one field, for the given client. `forceRefresh` bypasses the option cache — leave it off unless the user asked to refresh. Requires the `core:run` key scope.
- [Submit a Core form as a technician](https://kb.mspprocess.com/api-reference/core-run/submit-a-core-form-as-a-technician.md): Provisioning forms only — a lookup-kind form (see the catalogue) has no run to start and is refused with 400. Same approval gate and compiled workflow as the Core app's run page. `submitter` is your signed-in person and is recorded on the request; credential delivery (email / ticket) follows the for…
- [The run form for a client](https://kb.mspprocess.com/api-reference/core-run/the-run-form-for-a-client.md): Base + overrides merged, in the public projection, plus the client's primary Microsoft domain for the UPN generator. The form must be available internally. Requires the `core:run` key scope.
- [Read a Core form's base config and a client's override](https://kb.mspprocess.com/api-reference/core-configuration/read-a-core-forms-base-config-and-a-clients-override.md): Each row carries an `etag`; the ETag header names the row you asked about (the client override with `clientId`, else the base). Send it back as If-Match on the matching PUT. Requires the `core:configure` key scope.
- [Write the base config (merge)](https://kb.mspprocess.com/api-reference/core-configuration/write-the-base-config-merge.md): Omitted fields keep their value; formConfig / execConfig are replaced as whole units; JSON null clears one. One exception: `execConfig.addOns` is kept when the key is omitted, `[]` sets an empty list and `null` clears it. Re-syncs every client's compiled workflow. With If-Match the write is atomic:…
- [Write a client's override (merge)](https://kb.mspprocess.com/api-reference/core-configuration/write-a-clients-override-merge.md): Same merge rules and If-Match atomicity as the base; `"availability": "inherit"` clears the override. On a client, `"addOns": []` means that client runs no add-ons, and `"addOns": null` puts it back on the base list. Recompiles that client's workflow. The example only adds base access — a body of `{…
- [Remove a client's override](https://kb.mspprocess.com/api-reference/core-configuration/remove-a-clients-override.md): Requires the `core:configure` key scope.
- [Preview the merged run form](https://kb.mspprocess.com/api-reference/core-configuration/preview-the-merged-run-form.md): Public projection: sections, identity hints, approval mode — never the exec config. Requires the `core:configure` key scope.
- [Microsoft 365 picker data for a client](https://kb.mspprocess.com/api-reference/core-configuration/microsoft-365-picker-data-for-a-client.md): Requires the `core:configure` key scope.
- [A synced client's on-prem AD groups](https://kb.mspprocess.com/api-reference/core-configuration/a-synced-clients-on-prem-ad-groups.md): Requires the `core:configure` key scope.
- [A synced client's on-prem AD OUs](https://kb.mspprocess.com/api-reference/core-configuration/a-synced-clients-on-prem-ad-ous.md): Requires the `core:configure` key scope.
- [Option sets from the organisation's PSA](https://kb.mspprocess.com/api-reference/core-configuration/option-sets-from-the-organisations-psa.md): Requires the `core:configure` key scope.
- [The Core config schema](https://kb.mspprocess.com/api-reference/core-configuration/the-core-config-schema.md): JSON-Schema-style description of formConfig / execConfig and every enum the validator enforces — render your editor from it.
- [List executions](https://kb.mspprocess.com/api-reference/workflows-&-executions/list-executions.md): Newest first. `paused` means the run is waiting on a person (approval or manual step).
- [Get an execution's status and outcome](https://kb.mspprocess.com/api-reference/workflows-&-executions/get-an-executions-status-and-outcome.md): A failed run reports the step that failed and its last error; a finished run reports the output its author published. Parameters, step context and logs are never included.
- [Cancel a running execution](https://kb.mspprocess.com/api-reference/workflows-&-executions/cancel-a-running-execution.md): Stops a pending, running or paused run; its open approvals and manual steps are closed (announced as `approval.expired` / `manual_step.cancelled`). Requires the `executions:manage` key scope.
- [Retry an execution](https://kb.mspprocess.com/api-reference/workflows-&-executions/retry-an-execution.md): Starts a new execution from the original's inputs. Only a completed or failed run may be retried — retrying a live one is refused (400) so the same inputs are never provisioned twice concurrently. Requires the `executions:manage` key scope.
- [List an execution's steps](https://kb.mspprocess.com/api-reference/workflows-&-executions/list-an-executions-steps.md): Labels and outcomes in order, for a progress view — never a step's output or context.
- [List active Studio workflows](https://kb.mspprocess.com/api-reference/workflows-&-executions/list-active-studio-workflows.md)
- [List Studio forms](https://kb.mspprocess.com/api-reference/studio-forms/list-studio-forms.md): Each with its shareable embed URL. Check `authType` before embedding: only `none` embeds friction-free from `shareUrl`; `microsoft` and `google` forms embed friction-free through a form session; `password` and `internal` forms cannot be embedded as a signed-in user.
- [Get a Studio form](https://kb.mspprocess.com/api-reference/studio-forms/get-a-studio-form.md)
- [Start an embedded form session](https://kb.mspprocess.com/api-reference/studio-forms/start-an-embedded-form-session.md): Mints a handle asserting the given user into a `microsoft` or `google` authType form and returns the `embedUrl` to iframe: the visitor lands already signed in. For a microsoft form give the user's object ID or UPN plus their tenant (`microsoftTenantId`, or `clientId` and it is looked up); for a goog…
- [This document](https://kb.mspprocess.com/api-reference/meta/this-document.md): The OpenAPI 3.0 description of the public API. No authentication.
- [List webhooks](https://kb.mspprocess.com/api-reference/webhooks/list-webhooks.md)
- [Register a webhook](https://kb.mspprocess.com/api-reference/webhooks/register-a-webhook.md): An https URL on a public host, for a set of events. The signing secret is returned ONCE — record it now: it is never stored by us, so replaying this call with the same `Idempotency-Key` returns `"secret": null` rather than repeating it (rotate the secret if you lost it). Deliveries are POSTed within…
- [Delete a webhook](https://kb.mspprocess.com/api-reference/webhooks/delete-a-webhook.md): Also removes its delivery history.
- [List a webhook's recent deliveries](https://kb.mspprocess.com/api-reference/webhooks/list-a-webhooks-recent-deliveries.md)
- [Re-send a past delivery](https://kb.mspprocess.com/api-reference/webhooks/re-send-a-past-delivery.md): Creates a NEW delivery row carrying the ORIGINAL payload bytes and attempts it immediately. So the envelope's `id` is unchanged — it names the event, and you should dedupe on it if you already processed it — while `X-Triggr-Delivery-Id` and the returned `deliveryId` are new, naming this new delivery…
- [Re-enable a disabled webhook](https://kb.mspprocess.com/api-reference/webhooks/re-enable-a-disabled-webhook.md): Clears the failure streak and makes the calling key the registering key. Use after fixing an endpoint that was disabled for repeated failures, or to keep a webhook whose original key was revoked.
- [Rotate the signing secret](https://kb.mspprocess.com/api-reference/webhooks/rotate-the-signing-secret.md): Issues a new secret (returned ONCE) and keeps the previous one for 24 hours: until `previousSecretValidUntil` every delivery's `X-Triggr-Signature` carries two `v1` values — new secret first, previous second — so switch your receiver whenever convenient inside that window.
- [Send a test (ping) event](https://kb.mspprocess.com/api-reference/webhooks/send-a-test-ping-event.md): Delivered immediately; the response reports the first attempt.

## OpenAPI Specs

- [openapi](/api-reference/openapi.json)


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