Using an Alert as a Workflow Event

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Alerts in BetterCloud can now be used to trigger and automate workflow actions across connectors! When a configured alert is used as the WHEN event in a published workflow, triggers that cause the alert's threshold to be exceeded, and the alert to "activate", will also trigger the workflow to run and take its set actions. This combination will allow you to dynamically manage security concerns, redundancies, and routine admin tasks across your organization. 

Setting up an alert trigger for a workflow is a very similar process to manually creating individual alerts and workflow builds; for more information, please see below. 

Enabling Alerts

The order in which you create your alert-workflow connection doesn't strictly matter: you can configure and enable your alert first, or build your workflow first.

However, please keep in mind that an existing history of triggers on an already active alert will not cause a newly created workflow to run, simply because the workflow contains that alert as its WHEN event; the workflow will only run for items that exceed this alert's threshold from the point of workflow creation forward.

For full instructions to guide you through setting up a new alert, please see here: Alerts - Alert Settings

Creating a Workflow

Similar to enabling your alert, the process of creating a new workflow will be the same; you will simply choose an alert as your WHEN event, when in the Workflow Builder. 

Alerts will be organized in the WHEN section of the Workflow Builder Library, underneath the menu listing for each app. When you highlight an alert, a full description of its severity and trigger will be displayed: 

Please note that you can create, save and publish a workflow with an alert event, even if the chosen alert is not yet configured in your BetterCloud instance. You can also choose THEN actions for your workflow that are associated with a different connector than your triggering alert.

Your workflow will be triggered and run when the next instance of your alert exceeding its set threshold is detected. 

For more information about Workflows, and full instructions for creating, testing and managing Workflows, please see this section of the Help Center: Workflows

Important/Requirements

Please note: 

- If an enabled alert already has prior events that exceeded its threshold, and is then chosen as a workflow's triggering WHEN event, the workflow will only run for items that exceed this alert's threshold from the point of workflow creation forward.

- You can create, save and publish a workflow with an alert event, even if the chosen alert is not yet configured in your BetterCloud instance.

- You can also choose THEN actions for your workflow that are associated with a different connector than your triggering alert.

More Information

Alerts

Connectors

Workflows

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