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 the managed account
Set up a Keeper customer account from an approved client request and retain the account reference for follow-up.
Coordinate a trial conversion
Route the customer decision for approval before converting the trial to a paid account.
Prepare a usage review
Bring monthly usage and product information into a client or billing review alongside data from your PSA.