Namely in BetterCloud

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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. 

Integrating Namely with BetterCloud

Before any functionality will be available for an app in BetterCloud, the app must first be connected and verified. Instructions for adding the Namely integration can be found here.

Alerts

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 Triggered or Manage Alerts options in the left navigation menu. Once you are in the Triggered or Manage Alerts view, you can filter by your Namely Integration to explicitly view your Namely Alerts.

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Alerts in BetterCloud currently available for the Namely Integration can be found here: Namely Alerts in BetterCloud

For more information and instructions for setting up a new alert, please see here: Alerts

Directory

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:

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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

Actions

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: 

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Workflows

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.

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