Welcome to Triggr 🚀

The MSP automation platform that actually works. No more trying to figure everything out yourself. No more "maybe we'll be able to help you next quarter." Just elegant, done-for-you automation that scales with your business.

What Makes Triggr Different?

Triggr isn't just another automation tool. We're your done-for-you automation partner that understands MSPs. While other platforms make you build everything yourself, we handle the heavy lifting so you can focus on what matters most - growing your business and serving your clients.

✨ What We Automate

If you can think of it, it's likely we can automate it. Some common automations are:

• 🔄 New User Onboarding - From form fill to fully operational in minutes
• 👋 User Offboarding - Secure, compliant, and automated exit processes
• 🎫 Service Requests - Intelligent ticket routing and resolution
• 🔧 Maintenance Alerts - Proactive monitoring and scheduled tasks
• 🔐 Password Resets - Self-service with full audit trails
• 📊 Reporting - Automated insights and client communications

How Triggr Works

🎯 Three Ways to Trigger Automation

1. Form Submissions (90% of workflows) Your clients and team submit forms that trigger sophisticated automation sequences. Think employee onboarding forms that automatically create accounts, send welcome emails, and configure access - all without your team lifting a finger.

2. Scheduled Automations Set it and forget it. Regular maintenance, data syncs, and client communications run automatically on your schedule.

3. External Integrations Seamlessly connect with your existing tools through webhooks and APIs:

• Halo PSA integration
• CRM system updates
• Third-party service notifications

The Two Types of Forms You'll Use

🌐 Public Forms (Microsoft Authenticated)

For your clients - Secure, branded forms that handle:

• Employee onboarding/offboarding requests
• Account access and permission changes
• Service renewals and confirmations
• Client feedback and support requests

🔧 Internal Forms

For your team - Streamline internal processes:

• Approval workflows and escalations
• License and resource selection
• Internal process kick-offs
• Technician task assignments

The Triggr Promise

🎯 100% Done For You

Here's the best part: You don't have to build anything. When you need a new workflow, just tell your account manager. We'll:

• ✅ Design the perfect workflow for your specific needs
• ✅ Build custom forms and automation logic
• ✅ Help you setup and configure any integrations
• ✅ Build any integrations we need to if we don't already have them
• ✅ Test thoroughly and deploy seamlessly
• ✅ Provide ongoing support and optimization

No coding required. No more figuring everything out yourself. No "maybe we'll be able to help you next quarter". We're here to help you win.

🛠️ Want to Build It Yourself?

We get it - some people can't sleep without tinkering! If you're the hands-on type, this documentation will teach you everything you need to know:

• 📝 Create beautiful, custom forms
• 🔄 Design elegant workflow logic
• 🔗 Integrate with your existing systems
• 🎨 Customize the user experience

But remember: You don't have to! Your account manager is always ready to build exactly what you need, exactly how you need it.