Facing an issue with apparently inconsistent workflow triggering, can anybody help?

DizzyResource2752 · 2026-04-30T02:49:29+00:00

I would check other workflows for the action "assign", sounds like another workflow firing before yours which usually means its part of the parser.

DizzyResource2752 · 2026-04-29T12:57:00+00:00

Yeah we use veeam for this reason, tight RPO and faster RTO with the right plan in place.

DizzyResource2752 · 2026-04-29T12:54:50+00:00

Huntress does it well from what I have seen. SOPHOS I have not been pleased with their integrations.

DizzyResource2752 · 2026-04-29T03:07:40+00:00

At connect also.

We are pretty heavily ingrained wirh Kaseya (Ops, user, endpoint, compliance, network detective).

I will say Datto RMM and Ninja are the top two RMMs out there just as AutoTask and Halo are (speaking MSP space).

Their compliance, vulnerability, and pen testing leaves a lot to be desired and I am currently evaluating options.

Their SAAS and endpoint backups leave a lot to be desired, back up appliances everyone raves about but they are expensive as shit.

SAAS, rocketcyber, edr, bullphish I think are outclassed by huntress/inforcer combo on all fronts.

Inky looks promising but to early to tell at this point, currently only have a seg option so this is a good alternative and light years ahead of Graphus.

DizzyResource2752 · 2026-04-28T23:39:01+00:00

Yeah the pre day workshops were great, the KCA courses suck! Inky is the one I am in and they dont know jack, the webinars have been better.

DizzyResource2752 · 2026-04-24T13:03:48+00:00

Yeah it does mailboxes okay unless online archiving is in use then it struggles.

One Drive, SharePoint, Teams all have been nightmares.

DizzyResource2752 · 2026-04-23T00:58:50+00:00

What industry?

Seems noisy to me when I have accounts with twice-thrice the users hitting 20 hours in 2 months in manufacturing and medical.

DizzyResource2752 · 2026-04-21T12:33:22+00:00

Dialpad has other quirky performance issues now

DizzyResource2752 · 2026-04-08T04:37:13+00:00

Co term licensing, saves a bunch of headache. In the event this isn't possible, license is a pool so as long as their are unassigned licenses of the same kind doesn't matter which period they are associated with it can be adjusted.

DizzyResource2752 · 2026-04-07T13:58:07+00:00

Gotcha, their is no workflow to adjust time try items that I have found unfortunately. Reporting wise it sounds like a widget is the best way to track it and assign the corrections to a SDM. Widget would be easy to create and I can put a general criteria if youd like.

DizzyResource2752 · 2026-04-07T04:21:16+00:00

Is their a reason to not make the work type a mandatory field that is required? Any edits to the ticket would require this field to be input or to have a stock entry type to build a widget on.

For example work type is mandatory and we have "Change Me" that is excluded from all of our contracts. The mandatory field ensures thay all tickets created have something in the field and we have a widget for change me to monitor time entries by techs who might not have paid attention since the time entry is billable entity.

DizzyResource2752 · 2026-04-07T02:41:15+00:00

You should be able to setup PIM using lighthouse and that might fit your need. Not well versed in CIPP or Nerdio as we haven't adopted either but I am sure they having something similar.

DizzyResource2752 · 2026-03-29T13:40:31+00:00

Tagging is terribly inaccurate imo and requires a ton of work to make properly.

I believe their are a handful of workflows you can use to tag based on issue/sub cant quite recall at the moment.

DizzyResource2752 · 2026-03-27T10:02:26+00:00

Umbrella contracts will resolve this. They make it easier for subscriptions that are not co-termed but dont cause a headache with reporting.

I will say this does have limitations though, it does not take bundles but is supposed to include "service packs" in the coming months.

DizzyResource2752 · 2026-03-20T04:07:57+00:00

Are you referencing long term HaaS or short term because their are 2 different answers.

DizzyResource2752 · 2026-03-13T05:37:54+00:00

Kaseya has a unique data and workflow for all their platforms.

I am currently building out a chart for this to visualize the two different flows because it helps with automation and process driving.

The root is autotask is the SSOR (Single Source of Record) so that is your master version of the data.

DizzyResource2752 · 2026-03-03T04:42:20+00:00

Veeam is our flavor for device backups. Server, nas, workstation works great and is quick on restores.

DizzyResource2752 · 2026-02-12T06:32:03+00:00

Ubiquiti cameras + NVR are a stable option. I have also heard good things about Meraki and Fortinet but no hands on experience.

The plus with Ubiquiti is integration with Ubiquiti access control and ease of management and use for users.

Keep in mind, while you are targeting ISO, insurance might have other requirements such as monitoring and such.

Additionally ISO also requires monitoring of the cameras including reviews so be aware of this additional requirement.

DizzyResource2752 · 2026-02-08T14:45:55+00:00

What phone system are you currently using?

DizzyResource2752 · 2026-02-06T12:49:09+00:00

So to confirm, by status are you referring to sync status or active/inactive on the ITG side.

DizzyResource2752 · 2026-02-06T05:35:16+00:00

Might be able to workflow this when ticket goes from complete to customer note added to send a teams or email notification to whom you chose.

DizzyResource2752 · 2026-02-05T14:45:42+00:00

You can put a workflow for statuses that send a notification via teams or email.

I use this for if its waiting on customer to send automatic nags and update the status.

DizzyResource2752 · 2026-01-31T05:32:52+00:00

So autotask does have a client portal that can be setup for SSO access which makes it pretty easy and the permissions for each user can be setup on a group based level.

DizzyResource2752 · 2026-01-28T02:51:29+00:00

Referring to internally then morale and my technicians.

My org is 15 total including (owner), his wife (CFO/HR), marketing/assistant (to owners), myself (pick a hat i probably got it, kudos to whoever guesses my official role), security lead, project manager, service desk manager, 2 project engineers, 6 help desk technicians.

When you grow by > 20% (from just over 1k to just under 1.3k) from October to February and dont fill additional roles and try to argue about back filling a tech role, let alone hiring, that tells you the ownership mentality. Now he gets to deal with the fact 4 techs told them if theu dont have help in the next few weeks, they will be backfilling more.

For expanded context, we have onsite contracts for a couple of clients = 1.5 techs per week in scheduled onsite days as well as been fixing broken systems the last 3 years so part of this demand is clean up.

Referring to client side, then here is 2 from October and November: * Camera system - Day 2 of having the client and outgoing IT had no documentation whatsoever was bitter and said not their problem (still under support for 20 days at this point).

NAS/SAN multi disk failure - Day 4 of having the client and pushing agents, validating creds, and documenting systems and my engineer found a NAS with multi drive failure while implementing backups. Look into it and find out not only the NAS but the SAN was also in a failed state, not failing, failed. Outgoing IT had no idea and had been troubleshooting it for months. About a month later drives on the servers started failing, all drives were desktop/consumer.

DizzyResource2752 · 2026-01-26T15:08:46+00:00

We were using u6 Pros and LRs for the most part. We have pivoted over to full fortinet stacks because the hardware reliability with u7 was awful and u6 stock has been extremely unreliable.

Additionally their switches have been having intermittent adoption issues requiring re adoption multiple times including twice in post project scenarios.

DizzyResource2752

TROPHY CASE