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Workflow Overview

Proactively detect critical events and automate actions.

Our new Workflow Automation Engine keeps you ahead by proactively detecting critical events and automating actions—so you can act in real time, not after the damage is done.
 
Out-of-the-Box Workflow Templates:
:rocket: Report Month Notification – Get notified when key billing loads and reporting period rolls over
 :rocket: Pre-Billed Data Monitoring – Detect anomalies on pre-billed data, with alerts based on thresholds for individual services or pools.
 :rocket: Health Checks for Billed Services – Automatically flag Unallocated Services, Cancelled Services still billing, and Services with no Usage.
 :rocket: Device Refresh Notifications – Automate device lifecycle management by notifying teams, creating Jira tickets, or updating ServiceNow when a device is due for refresh.
 
Create Custom Workflows to catch exceptions or change of data:
:small_blue_diamond: High-Cost Services – Get alerts for any service exceeding a set amount.
:small_blue_diamond: Monthly Cost Variations – Flag cost increases over a percentage from last month.
:small_blue_diamond: Excessive Data Usage – Get notified when billed usage crosses a set threshold.
:small_blue_diamond: Device User Changes – Track when devices are reassigned, e.g. via UEM synchronization
:small_blue_diamond: User Cost Centre Changes – Monitor shifts in user cost centres, e.g. from regular file uploads or syncs.

Setting the right workflows allows you to sit back and let CONNECT do the investigation for you.
 
How It Works
Each workflow consists of three simple parts:
  • WHEN: The trigger event — such as a new billing account being created or an idle service being detected.
  • IF: The condition — refine your focus by setting criteria, e.g. only notify me when a new bill arrives for this specific billing account.
  • THEN: The action — automatically send an email, post a message to Slack or Microsoft Teams, create a ServiceNow or Jira ticket, or call your own API to launch further automations.
Connecting Workflows with your systems
Enable real-time data synchronization between Bluewater CONNECT and your systems using webhooks with the Workflows. By configuring a workflow to trigger your endpoint on specific events, you can keep systems aligned without manual intervention.

Define your endpoint, customise request headers for secure communication, and tailor the payload to deliver exactly the data you need, in your preferred format. Include contextual event details like External IDName, and Description in the payload.

Test the webhook configuration and you're ready to go. From that point on, your endpoint will be automatically called whenever the specified event occurs.

Talk to your Bluewater CSM for assistance on setting up initial Workflows and Integrations.

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