Smartsheet - OpenText Webroot Unity Integration and Automation

Common Integration Use Cases Between Smartsheet and OpenText Webroot Unity

1. Security Incident Tracking and Response Coordination

Data flow: OpenText Webroot Unity ? Smartsheet

When Webroot Unity detects malware, phishing, or ransomware activity, key incident details can be pushed into Smartsheet to create and assign response tasks. Security teams can use Smartsheet to track containment steps, remediation owners, due dates, and escalation status across IT, security, and business stakeholders.

Business value: Faster incident coordination, clearer accountability, and improved auditability of security response activities.

2. Endpoint Risk Remediation Work Management

Data flow: OpenText Webroot Unity ? Smartsheet

Endpoint risk findings such as outdated agents, unprotected devices, or repeated threat detections can be logged in Smartsheet as remediation work items. Operations teams can prioritize fixes by business unit, location, or asset criticality and monitor completion through dashboards.

Business value: Reduces exposure windows and helps IT teams manage remediation as a structured workflow rather than ad hoc follow-up.

3. Security Exception and Exception Approval Workflow

Data flow: Smartsheet ? OpenText Webroot Unity

Business teams can submit security exception requests in Smartsheet for devices, applications, or users that require temporary policy adjustments. Approved requests can then be sent to Webroot Unity administrators to apply controlled changes, document the exception, and track expiration dates.

Business value: Creates governance around exceptions, reduces manual email-based approvals, and supports policy compliance.

4. New Device Onboarding and Protection Verification

Data flow: Smartsheet ? OpenText Webroot Unity

Smartsheet can serve as the onboarding tracker for new laptops, desktops, or remote devices, while Webroot Unity confirms endpoint protection status after deployment. If a device is not fully protected, Smartsheet can automatically flag the onboarding task for follow-up by IT support.

Business value: Ensures every new endpoint is secured before being released to users, reducing onboarding gaps and security risk.

5. Security Compliance Reporting and Control Evidence Collection

Data flow: OpenText Webroot Unity ? Smartsheet

Security posture data from Webroot Unity, such as protected device counts, threat detections, and policy compliance status, can be consolidated in Smartsheet for compliance reporting. GRC, audit, and security teams can use Smartsheet dashboards to collect evidence for internal controls, audits, and executive reporting.

Business value: Simplifies compliance reporting and improves visibility into endpoint security controls across the organization.

6. Vulnerability and Threat Follow-Up Across Business Teams

Data flow: OpenText Webroot Unity ? Smartsheet

When Webroot Unity identifies repeated threats or suspicious activity on endpoints tied to specific departments or projects, Smartsheet can route follow-up actions to the relevant business owners. This is useful when security issues require coordination with HR, finance, field teams, or project managers to resolve user behavior, device handling, or access concerns.

Business value: Improves cross-functional response and ensures security issues are addressed by the right operational owners.

7. Security Operations Dashboard for Leadership

Data flow: OpenText Webroot Unity ? Smartsheet

Webroot Unity security metrics can be aggregated into Smartsheet dashboards for CIOs, IT directors, and risk leaders. These dashboards can combine endpoint protection status with remediation progress, open incidents, and SLA performance to provide a single operational view.

Business value: Gives leadership a clear, business-friendly view of security operations and response performance without requiring direct access to security consoles.