1.Monitors entry updates
Integrate Cognito Forms and form automation tools to capture termination request details for creating IT offboarding work.
Assign IT offboarding tasks and disable access on termination
Automatically monitor termination form entry updates across Cognito Forms, Zendesk, Microsoft Entra ID, and Microsoft Office 365. Create and update offboarding tasks when termination form updates, termination dates are submitted, or immediate access cutoff is selectedβso you can open tickets, disable user accounts, and notify stakeholders without manual reporting.
How this automation protects account access during offboarding
When a termination request sits in a form without automated follow-through, access and device handling can fall out of sync. This automation creates Zendesk offboarding tickets, disables accounts in Microsoft Entra ID, and sends Office 365 notificationsβso your team can reduce risk fast.
Cognito Formsor swap with your favorite app
2.Creates primary offboarding ticket
Integrate Zendesk and ticketing workflows to create an offboarding ticket with requester, due date, and account context.
Zendeskor swap with your favorite app
3.Disables user account
Integrate Microsoft Entra ID and identity controls to disable the user account for records flagged for immediate cutoff.
Microsoft Entra IDor swap with your favorite app
4.Creates hardware retrieval ticket
Integrate Zendesk and device logistics tools to create a hardware retrieval ticket with pickup location and due date.
5.Sends notification email
Integrate Microsoft Office 365 and email distribution lists to notify IT and HR stakeholders with the offboarding summary.
Microsoft Office 365or swap with your favorite app
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Explore all IT onboarding & offboarding automations
Simplify employee access changes with automated account provisioning, ticket routing, and deprovisioning tasks
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