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Alert notifications

Alert notifications provide notifications for any event, action, or user activity related to SaaS. With alert notifications, you can create custom reports, views, or fields and push that data through Slack to any users within your organization.

For example, you can create and receive notifications for when:

  • A terminated employee still has a live SaaS license.
  • An employee has added a high-risk or unauthorized application.
  • A contract needs to be renewed.

Creating custom alert notifications

  1. Select Workflows from the navigation menu.
  2. On the Workflows page, select + New Workflow.
  3. In the Select Data to Query window, select the data type for your query.
  4. Select an output for your selection, and then select Advance to Build Query.
  5. In the Define Filter window, add any filters you want to include in the query. The filters you have selected will appear in the Build Query section.


    After you've added your filters, select Advance to Trigger Form.

  6. In the Select A Time/Date window, select the occurrence, date, and time for the trigger. Select Advance to Output Form to continue.

  7. In the Configure Output window, add users to receive the alert.

    Note

    To use Slackbot to send alert notifications, you must first integrate with Slack and Slackbot.

  8. In the Name field, enter the name of your new workflow.

  9. Select Save Alert.

Creating suggested alert notifications

SaaS Management provides suggested filters for you to use when you create alerts.

  1. Select Workflows from the navigation menu.
  2. From the Workflow Tools list, select Suggested.
  3. Select a filter you want to apply.
  4. (Optional) Add additional filters to the query.
  5. Select Advance to Trigger Form.
  6. In the Select A Time/Date window, select the occurrence, date, and time for the trigger. Select Advance to Output Form.
  7. In the Configure Output window, add users to receive the alert.
  8. In the Name field, enter the name of your new workflow.
  9. Select Save Alert.