Activity Collection for Active Directory
Provides a sample of Active Directory automations which are used within our pre-built automations, allowing you to customise and build your own packages without starting from scratch.
Editors Choice PiaPacks
Compromised User Account Automation
Automates compromised account lockdown by disabling access, resetting passwords, revoking sessions, and blocking email. Ensures thorough, rapid response across systems to protect sensitive c...
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ID Watch Automation
Automates parsing dark web alert tickets to identify compromised credentials, validate account status, and prompt engineers for password reset or login change, reducing manual review and res...
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OneDrive Data Management Automation
Automates secure reassignment or migration of offboarded employee’s OneDrive data using Pia’s workflow, offering administrator role assignment or SharePoint migration options without manual ...
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Showing 1 to 49 of 49 results
Add User to Groups for Offboarding
Automatically adds users to configured Microsoft 365 groups during automation workflows, eliminating manual steps. Enhances efficiency, prevents missed configurations, and supports seamless ...
SmartForms: Add/Remove Access to Groups
This SmartForm enables self service group access management, reducing service desk tickets, accelerating changes, improving client control, and allowing engineers to focus on complex value w...
Add User To Blocklist for Connectwise (O365)
Automates spam review by analyzing email indicators and blacklists, providing recommendations to block senders. Saves time, reduces errors, and ensures quick, accurate decisions for Service ...
Manage Office365 Email Lists
Simplify Microsoft 365 email security with SmartForms automations that let customers manage allowlists and blocklists instantly, reducing Service Desk workload while ensuring accuracy and co...
Add to Local Machine RDP Group for Staff Onboarding
Automates adding new staff to RDP access groups during onboarding, enabling Service Desk changes without direct group privileges via Active Directory integration.
Activity Collection for Azure Active Directory
Provides a sample of Azure Active Directory automations which are used within our pre-built automations, allowing you to customise and build your own packages without starting from scratch.
Using Azure Key Vault for Secrets
Need to store sensitive secrets and not sure how to use them in your own automations. This sample provides a simple example of retrieving a secret from your Azure Key Vaults.
Challenge User Identity (O365)
Validates caller identity during phone-based requests using SMS, email, or Microsoft Authenticator. Enhances security, prevents impersonation, and integrates seamlessly with Pia automations ...
Challenge User Identity (Duo)
Validates caller identity during phone requests using Duo push notifications. Ensures secure authentication, prevents impersonation, and integrates seamlessly with Pia automations for consis...
Clone Automations via Pia API
This automation allows an Automation engineer to clone Packages, Forms and Activities so that you can fork the code for your own uses.
Clone Connectwise Ticket
Automates cloning of ConnectWise tickets across multiple boards during onboarding. Enables parallel work by different teams, reducing delays and improving efficiency in handling multi-unit s...
Compromised User Account Automation
Automates compromised account lockdown by disabling access, resetting passwords, revoking sessions, and blocking email. Ensures thorough, rapid response across systems to protect sensitive c...
SmartForms: Create Mail Contacts
The Create Contact Pack automates mail contact creation via SmartForm, supports bulk entries, and assigns contacts to Active Directory or Azure AD groups, reducing manual engineering workloa...
Send Credentials via OneTimeSecret(OTS) for Staff ...
Securely shares new account credentials via a One Time Secret link during onboarding. Ensures confidentiality, prevents misuse, and integrates seamlessly with Pia’s Staff Onboarding automati...
Add type(s) to Connectwise Contact for Staff Onboarding
Ensures new users in ConnectWise have correct contact types during onboarding. Automates assignment, prevents communication gaps, and integrates seamlessly with Pia’s Staff Onboarding workfl...
Update Connectwise Contact Tags for Staff Onboarding or ...
Automates adding tags to newly created contacts during staff onboarding or offboarding, ensuring SmartForms compatibility and eliminating manual tagging in ConnectWise ticketing workflows.
Datto RMM Operations Bundle
Bring Datto RMM workflows into Pia. Create and track QuickJobs, retrieve job results via GUID, and pull device details + alerts—reducing context switching, improving reporting consistency, a...
Delete Contact via Active Directory
Clients often request contact removal from Active Directory when roles change. Using Smartforms with Zero-Touch enabled, our Delete Contact automation removes selected entries instantly, rem...
Initiate a Directory Sync
Provides a sample automation for triggering directory sync using AD Connect or Entra Cloud Sync. Download and customize to integrate seamless sync functionality into your workflows.
Send Email Example
Provides a sample automation blueprint using MSGraph Delegate tokens to send emails with client-specific details. Download and customize for secure, efficient email automation workflows.
Activity Collection for Microsoft Exchange
A collection of Pia built and endorsed Exchange activities for you to use or reference when writing your own custom automations.
Extension Automation Template
Provides a blueprint for mocking data in extension automation during testing. Ensures functionality validation before linking to parent automation. Download and customize for development nee...
Modify GSuite Directory Sharing
Automates hiding or unhiding users in Google Workspace directory during onboarding or offboarding. Simplifies visibility management, reduces errors, and ensures quick updates for service des...
Gsuite New Staff Onboarding
Automates new user creation in Google Workspace via Pia’s onboarding workflow, reducing manual effort and errors by collecting details, assigning groups, and logging actions in tickets.
Hardware Request Form
Automates hardware request handling during staff onboarding by extending SmartForms, creating follow-up tickets for hardware needs, ensuring smooth provisioning aligned with role and company...
ID Watch Automation
Automates parsing dark web alert tickets to identify compromised credentials, validate account status, and prompt engineers for password reset or login change, reducing manual review and res...
Logout Azure Virtual Desktop User Sessions
Automate Azure Virtual Desktop (AVD) session logouts - securely retrieve active sessions and log out users via chatbot or SmartForms, ensuring fast and consistent management without the hass...
Office 365 Mail Trace
Lets your technicians perform an Office365 Mail Trace from Tech Assist helping to quickly identify if a message has been delivered.
OneDrive Data Management Automation
Automates secure reassignment or migration of offboarded employee’s OneDrive data using Pia’s workflow, offering administrator role assignment or SharePoint migration options without manual ...
Trigger automations from your custom package with inputs ...
Did you know you can chain your automations? Using the built in start_package activity with inputs and outputs you can orchestrate multiple automations together.
Reset Local Machine Password
Automates local password resets by retrieving machine and user details, then updating credentials. Speeds up resolution for locked-out users and ensures smooth access to local systems.
Restart Unifi Access Points
Automates UniFi device restarts from within your ticketing system. Speeds up Wi-Fi issue resolution, empowers non-technical staff, and reduces reliance on privileged tools for troubleshootin...
Compromised Account Warning (SaaS Alerts)
Provides a sample automation for reviewing SaasAlerts, auto-closing unnecessary tickets, and adding closure reasons. Download and customize to streamline alert management and improve efficie...
Restart Machine at Scheduled Time
Automates scheduling or canceling server restarts without elevated access. Ensures precise timing, reduces disruption, and eliminates after-hours logins for routine maintenance tasks.
Select User and Machine Template
Provides a reusable automation template for selecting a User and Pia Agent (machine) to execute tasks across all environments ‘Cloud Hybrid, Cloud Only, On-Prem, and Semi-Hybrid’ ensuring co...
Set Default Password Policy in On Premises AD
Automates applying client-specific password policies to Active Directory without Service Desk access, using Pia’s form-driven workflow and Click & Go installation for streamlined configu...
Set External Email Sender Banner (O365)
Automates enabling the External Email Sender Banner in Exchange to reduce phishing risks, without Service Desk access, using Pia’s Click & Go installation and chatbot confirmation.
Configure AD Login Script for Staff Onboarding
Automates setting Active Directory login scripts during onboarding. Ensures proper resource access, eliminates manual steps, and integrates seamlessly with Pia’s Staff Onboarding or custom w...
Client Package Configuration for your custom automations
Build your automation to work for all clients, the included package includes custom forms for configuration and even demonstrates how you can set the configuration from your automation.
TimeZest Automations
Automate client appointment scheduling directly within Pia using TimeZest. From onboarding and sales consultations to troubleshooting sessions and onsite visits This pack delivers 6 automati...
Send Offboarding Complete Email for Halo PSA
Automates sending offboarding completion emails and adding detailed public notes in Halo tickets, ensuring transparency and client communication without manual intervention during fully auto...
Retrieve Workstation or Server Event Logs
Automates retrieval of Event logs from selected machines, providing downloadable files for review. Enhances transparency, simplifies troubleshooting, and helps track all actions performed on...
Export Users and Groups to CSV
Retrieve user and group information from Active Directory allowing engineers to quickly generate CSV reports through the chatbot.
Entra User Sync Status Check
Automates checking user sync status in hybrid environments. Confirms if accounts are synced across cloud and on-prem directories, reducing errors and improving identity management efficiency...
Ticket Workflow Template
Provides a sample for triggering custom automations based on ticket events and data fields. Download and customize to streamline workflows and enhance ticketing system automation.
Activity Collection for Workstations
Provides a sample of Workstation/Laptop activities which are used within our pre-built automations, allowing you to customise and build your own packages without starting from scratch.
ZeroTouch SmartForms Example
Do you want your clients to self-serve without your engineers involvement? This example shows how to build a SmartForm that can run automatically with no engineer involvement!
Travelling User Request
Manage client temporary travel access requests through Tech Assist and SmartForms, with Conditional Access exemptions, country and IP allow-listing, and scheduled activation and automatic re...
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