BetterCloud is now the leading SaaS Operations Management platform! This means that you can now integrate multiple apps into your BetterCloud workspace, and use our tools to seamlessly manage users and data across your organization.
This article will detail the sections and tools in BetterCloud where you can find integrated Namely functionality.
Connecting Namely to BetterCloud
Before any functionality will be available for an app in BetterCloud, the app must first be connected and verified. General instructions for connecting apps can be found here: Connectors
Important: Namely requires an additional security step to be taken within their product, before connection with BetterCloud is possible. For a full set of instructions for this connector, please click here: Namely Connector Walkthrough
Alerts in BetterCloud allow you customize notifications across your organization, helping you to stay up to date on priority items. There are a variety of alerts available for Namely in BetterCloud, which you can survey by clicking on the Namely menu item in Alert settings.
Here's how to get there:
Alerts in BetterCloud currently available for the Namely Connector can be found here: Namely Alerts in BetterCloud
For more information and instructions for setting up a new alert, please see here: Alerts
Users and groups (teams) from your Namely instance are available in the BetterCloud Directory. They will be marked with the Namely logo in the Application column on each Directory page:
Please note that users may have accounts in more than one service, which would cause them to appear with multiple application icons listed.
Read more about Users here: Users
Read more about Groups here: Groups
When entities are selected from primary grids and sub-grids in flyout tabs, an "Action" menu of available options will appear. If applicable, Namely actions will be available to select from the Action menu:
A full library of Namely events, conditions and actions are available in the Workflow Builder, organized under the Namely header in each section, and marked with the Namely logo. These can be combined with actions for other integrated apps, allowing you to build a truly cross-platform automation.
To view a full list of available Namely events, conditions and actions, and read more about what they do, please see here.