Automations Catalog

Pia SmartForms are zero-touch automations, allowing MSP's clients to submit tickets, which then trigger Pia to fully automate the request without requiring engineer oversight.

Enables MSP’s clients to use SmartForm to submit a request for unlocking the account, trigger the automation package without the need for engineer oversight.

Allow MSP’s clients to furnish all requisite data via SmartForm, triggering the zero-touch automation that modifies Exchange calendar permissions.

Grants MSP's clients the ability to initiate the zero-automation process for creating or removing mail forwarding rules by submitting a SmartForm request.

Allows your client to submit a request to modify mailbox access for a selected mailbox via a SmartForm, triggering the automation without the need for engineer oversight.

SmartForms enabled MSP clients are automatically provided with a form, featuring general questions. Upon completion and submission by the client, a ticket is generated in the ticketing system, including the client-provided information.

Allows your clients to submit a SmartForm and trigger the zero-touch automation to reset the selected user network password.

Enables the MSP's clients to submit a SmartForm and trigger the automation to set up a new Out of Office message or remove an existing Out of Office setup for the selected user.

Allows your clients to submit a SmartForm to request and trigger the automation to terminate an existing user from their environment.

Allows your clients to submit a SmartForm to request and trigger the automation to create a New User in their environment.

This automation allows the Service Desk Technicians to unlock accounts with Pia.

Efficiently manage user-group assignments, ensuring accurate and up-to-date group memberships in Azure AD.

Streamlines group management, ensuring accuracy and synced data

Streamlines group management, improves efficiency by automating membership updates, and reduces manual errors.

Automates the termination of multiple user accounts in Active Directory and Microsoft 365, ensuring fast and secure offboarding at scale.

Streamlines bulk user updates in Active Directory, saves time and minimizes errors.

This package allows the Service Desk Technicians to change the details of a selected user.

This package allows the Service Desk Technicians to create the following types of groups: Distribution Lists, Security Groups, Mail-Enabled Security Groups, and Unified/Microsoft 365 Groups.

This process lets administrators quickly retrieve, sort, and map user data, enhancing access and readability with user- friendly forms.

This package allows the Service Desk Technicians to add and remove 365 licenses from the end user.

This process removes the manual complexities of managing Azure AD licenses and Exchange mailbox conversions.

This package will re-enable an already terminated account, reassign licenses, and reset the account passwords.

The package will reset the user's account password in either Active Directory or Microsoft Office 365 or both.

This package allows you to revoke user MFA sessions (requiring users to re-register MFA), remove MFA methods and check current MFA methods configured for the user.

This package will terminate a user account in Active Directory or the Microsoft Office 365 Cloud.

Streamlines and automates user onboarding processes, ensuring accurate and efficient setup of user accounts, licenses, and mailboxes

This package allows the Service Desk Technicians to upload a photo to the end user's cloud profile.

Streamlines email blacklist management and automates interaction with Exchange

Efficiently manage and maintain email blacklist and whitelist with an automated workflow for Pia and Manage Protect users.

Streamline Exchange calendar permissions management and enhance security

This package allows the Service Desk Technicians to create a new shared mailbox.

Efficient mail contact management and consistent directory synchronization.

This package allows the Service Desk Technicians to delete mail contacts within the client's environment.

Through this process, users can conveniently retrieve comprehensive information about Exchange mailboxes.

This package allows the Service Desk Technicians to change mailbox permissions on a selected end user.

This automated process greatly reduces the time and effort required to manage Exchange mailbox permissions manually.

This package allows the Service Desk Technicians to hide user(s) and/or mailbox(es) from the Global Address List without having to log into your customer's Exchange.

This package allows the Service Desk Technicians to change the settings of a distribution group. Settings include: display name, email address & suffix, delivery management, message approval.

Allow Service Desk Technicians to troubleshoot mail flow problems within Microsoft Exchange and Outlook.

The package allows the Service Desk Technicians to attempt to relocate folders in Outlook back to the inbox for the end user.

This package releases emails from cloud quarantine systems.

Automate and simplify mail forwarding setup in Exchange and Office 365, saving time and reducing errors.

Allows the Service Desk Technicians to setup Out of Office message & scheduling for the end user.

This package allows the Service Desk Technicians to allow email addresses or domains on the client's mail system.

This workflow automates adding/removing whitelist emails, verifying blacklist entries, managing lists, and removing duplicate entries.

This package will allow the Service Desk Technicians to troubleshoot Outlook on the client's workstation.

This package allows the Service Desk Technicians to check the client's computer for performance issues.

Efficiently and effectively reclaim valuable storage space while optimizing computer performance.

Allows the Service Desk Technicians to change file share permissions on servers.

Facilitates the retrieval of information on applications installed on computers via winget.

This automated workflow significantly reduces manual labor and potential errors by providing a standardized process for software management.

This page will aid the Service Desk Technicians in mapping network drives for the end user.

The package reviews and actions the current Team settings and states in order to undertake some basic Teams troubleshooting.

The package will allow the Service Desk Technicians to troubleshoot network drive connections on the end user's computer, attempting to detect and auto-resolve connection issues.

Automatically executes troubleshooting steps for efficient OneDrive issues troubleshooting by Service Desk Technicians.

Allows an end user to seamlessly and individually restart services on a workstation and see status reports

The package will allow the Service Desk Technicians to check various issues that may impact the VPN connecting successfully, such as: account locked & expired, wrong security group, VPN server address.

This process simplifies VPN profile deployment to end-users and ensures a faster, more secure connection.

Allows the Service Desk Technicians to end user’s Citrix sessions.

The package will obtain a list of users logged into the environment's RDS Session Host servers and then present log-out options for the Service Desk Technicians to select.

The package allows the Service Desk Technicians to manage the installation of the OpenVPN client & VPN access security group.

This package allows the Service Desk Technicians to configure RDP shortcuts for the end user and optionally send an email to the end user notifying them of success.

This package allows the Service Desk Technicians to troubleshoot RDP shortcuts for the end user. It will check for user account locked or disabled, expired password and member of the correct security group.

Efficiently sets up VPN connections, ensuring secure and seamless access for users while keeping a log of the process.

Ensures updated synchronization of local AD and Azure AD.

This package allows the Service Desk Technicians to send an SMS to the end user.

The package will check to determine if there are any AD printers available, as well as scan the local network for available printers, it will then allow the Service Desk Technicians to attempt to install the discovered printers.

The package will perform troubleshooting steps against the target computer and its printers. This includes checking the print spooler status and querying the printer's state.