1.Catches offboard request via webhook
Integrate Webhooks by Zapier and webhook tools to trigger offboard record actions from incoming requests.
Remove user access and update offboard records centrally
Automatically catch offboard request events across Zapier Tables, Slack, and Freshsales Suite. Create and update offboard records when offboard requests received, offboarding emails submitted, or deactivation requests triggered—so you can remove access, update contact status, and log offboard timestamps without manual access cleanup.
How this automation removes access and preserves audit trails
When offboard requests arrive without a central process, access can linger and records stay inconsistent. This automation removes users, updates CRM contact status and central table records—so your team can complete offboarding with accurate reconciliation.
Webhooks by Zapieror swap with your favorite app
2.Finds or creates offboard table record
Integrate Zapier Tables and data lookup tools to find or create the offboard record by email.
Zapier Tablesor swap with your favorite app
3.Looks up Slack user by email
Integrate Slack and identity matching tools to find the Slack user id for deactivation.
Slackor swap with your favorite app
4.Calls admin API to remove user
Integrate Code by Zapier and admin API tools to remove or deactivate the user and capture audit output.
Code by Zapieror swap with your favorite app
5.Updates contact offboard status
Integrate Freshsales Suite and CRM field mapping to update contact reason, lifecycle stage, and status.
Freshsales Suiteor swap with your favorite app
6.Updates offboard record for reconciliation
Integrate Zapier Tables and record updates to clear active flags and store the deactivated timestamp.
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Simplify employee exits with automated task routing, account deactivation, and records updates
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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