Example workflows with Triggr Studio
These ideas are starting points for a custom workflow in Studio. Build around your MSP and your clients, or add our done-for-you team to scope and deliver it.
Create a customer record
Take approved client details from your PSA and create the matching DefensX customer.
Prepare a policy handoff
Retrieve policy and message templates so the delivery team can select the appropriate starting point for the client.
Reconcile customer coverage
Compare DefensX customers with your client list and flag records that need setup or a closer review.