Subscribe to Help Center RSS FeedThink of a JumpCloud Workflow template as a plug-and-play starter kit. Instead of starting from a blank canvas and dragging individual pieces together, these templates come with pre-built setups that bridge the gap between JumpCloud and your favorite tools—whether that’s HR platforms like Workday and BambooHR, chat apps like Slack, or ticketing systems like Jira.
Every template follows a linear structural logic consisting of three primary layers:
- The Trigger: A Directory Insight event or an API Call
- The Conditions: Filtering data attributes using variable and expressions
- The Actions: Provisioning users, mapping groups, locking devices
JumpCloud’s workflow templates cover critical identity lifecycle management and security operations. The templates currently fall into the following categories :
- Device Management - you can use templates to create workflows for device wipe when users offboard
- User Management
- Security
Using a Workflow Template
Using a workflow template helps you avoid manual coding and dragging and dropping elements into the Workflow canvas, but still requires precise configuration of credentials and data variables.
To start using a workflow template:
- Login to the JumpCloud Admin Portal.
- Go to Workflows.
- In the Overview section, click Add.
- Select Use Template from the dropdown. You will see the Workflow Templates section.
- Search and select the template matching your target use case (such as Onboarding).
- Click Use template to open the template in the workflow canvas.
Each template consists of different action and condition nodes that might interact with external APIs. You must configure the security keys for each endpoint node. Generate an API Key/Token in your external app (like Jira or your HRIS) and securely add it to the authentication block of the workflow where required. You can refer to the API documentation of your external app for details about endpoints and nodes.
- In the Overview canvas, click each node card to view the details in the side panel. See Understand Actions to learn more about the actions and configurations. You can also see Create Workflows to learn more about additional actions and tweak the template as needed for your use case.
- Next, you must identify the role that has the permission to perform the actions you’ve added in the workflow.
- On the top pane, click Select next to Run As.
- On the Choose Execution Role dialog, select the narrowest role from the dropdown.
To maintain security best practices and reduce organizational risk, follow the Principle of Least Privilege. Never use the Administrator or Administrator with Billing role for simple tasks. Instead, select the lowest role that encompasses all required actions.
- Review all the actions you have added in the workflow, compare your action list against the standard JumpCloud Roles, and then select the appropriate role. See Admin Portal Roles to learn more.
Once you’ve defined the triggers and actions, click Save changes in the unsaved changes floating panel at the bottom of the page.
Your workflow will be saved and enabled by default. You can use the toggle to disable it if needed.
11. Click the Run workflow icon next to the Enable/Disable toggle to enter Input JSON details. You must enter JSON details for a valid action to successfully run the workflow.
12. Click Run Workflow.
The workflow will be triggered. You can check the status and execution details in the Execution history section.
13. Click Workflows on the top left to exit the current workflow and go back to the Workflows Overview page.
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