Advanced Features: Automation, Integrations & API
Once you have mastered the basics of Actimo, you can use advanced features to automate repetitive tasks, connect your existing HR and IT systems, and scale your workspace securely.
At a high level, here is how you can use Actimo's advanced features:
1. Automation
Actimo’s automation engine lets you trigger actions automatically based on employee behaviour or data changes. This is highly useful for onboarding flows, reminders, and triggered follow-ups.
Message-based automation: Trigger a new message to send when a contact opens a previous message, clicks a specific button, or completes an Academy.
Module-based automation: Send a follow-up or add a user to a group when they submit a Contact Info module or answer a specific way in a survey.
Scheduling and Reminders: Set up automated reminders for employees who haven't opened a message or completed a mandatory Academy by a certain date.
2. Integrations
Integrations keep Actimo in sync with the tools you already use, ensuring contact data is always up to date without manual work.
CSV / SFTP Sync: Automatically create, update, and remove contacts based on a daily CSV export from your HR system (like Workday, SAP, or BambooHR).
Azure AD / Entra ID: Sync employee directories directly from Microsoft Azure Active Directory to manage users and groups automatically.
Webhooks: Send real-time data from Actimo to external systems (e.g., sending survey results to a BI tool or triggering a Slack notification when a form is submitted).
3. Single Sign-On (SSO)
Increase security and reduce login friction by letting users access Actimo with their existing company credentials.
App SSO (for employees): Allow employees to log into the Actimo app using their Microsoft, Google, or custom SAML 2.0 / OIDC credentials.
Admin SSO (for editors): Enforce SSO for workspace admins and editors, ensuring that access to the Actimo backend is controlled centrally by your IT department.
4. Open API
For fully custom workflows, Actimo provides a REST API.
Employee Provisioning: Programmatically add, update, or delete contacts.
Data Extraction: Pull message analytics, survey responses, and academy completion data directly into your own data warehouse or BI dashboards (e.g., PowerBI, Tableau).
Content Triggering: Use external events to trigger Actimo messages via API calls.
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