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 customer records
Compare the StreamOne Ion customer list with your PSA and identify records that need a confirmed mapping.
Prepare a distributor handoff
Attach the correct customer reference to an approved request for the team handling purchasing or licensing.
Include distributor context in reviews
Bring customer information into a combined client report alongside data from your other connected tools.