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.
Match distributor customers
Compare the Ingram Micro customer list with your PSA and flag records that need reconciliation.
Prepare a client handoff
Attach the correct distributor customer reference to an approved purchasing or licensing request.
Build an account review
Bring customer information into a combined account report using data from your other connected systems.