1.Creates from new leaver request
Integrate Jira Service Management and case intake fields to capture request summary, contact info, and any offboarding date.
Create offboarding case from incoming leaver service requests
Automatically monitor new request submissions across Jira Service Management for IT onboarding and offboarding, including leaver request details and any supplied offboarding date. Create and update cases when leaver request submitted, resolution date provided, or contact info addedβso you can filter non-leaver tickets, standardize resolution dates, and open Salesforce cases without manual triage.
How this automation creates offboarding case records
When new request submissions arrive with leaver details, manual triage slows down who should act and when. This automation pulls core fields from Jira Service Management, filters for leaver types, formats resolution dates, and creates Salesforce casesβso your team can move offboarding forward quickly.
Jira Service Managementor swap with your favorite app
2.Filters for leaver request type
Integrate Filter by Zapier and ticket routing logic to continue only for configured leaver request types.
Filter by Zapieror swap with your favorite app
3.Formats resolution datetime
Integrate Formatter by Zapier and date formatting tools to convert the source offboarding date into ISO resolution datetime.
Formatter by Zapieror swap with your favorite app
4.Creates Salesforce case record
Integrate Salesforce and CRM case tracking to create a Case, mapping subject, contact details, and resolution datetime.
Salesforceor 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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