1.Runs daily expiration check
Integrate Schedule by Zapier and automation scheduling tools to trigger the run to calculate the expiration match.
Create deprovisioning tickets automatically for expiring POC requests
Automatically monitor daily expiration matches across Schedule by Zapier and Salesforce. Create and update deprovisioning tickets when requests expire yesterday or provisioning requests reach threshold or expiration dates roll overβso you can create issues, capture issue keys, and update records without manual ticketing.
How this automation escalates deprovisioning tickets for expiring POC requests
When provisioning requests expire and need manual follow up, delays can leave access running too long. This automation calculates the expiration match, finds qualifying requests, creates Jira issues, and updates Salesforce recordsβso your team can act immediately.
Schedule by Zapieror swap with your favorite app
2.Formats run date to yesterday
Integrate Formatter by Zapier and data formatting tools to calculate yesterday and format it as an expiration match value.
Formatter by Zapieror swap with your favorite app
3.Finds qualifying provisioning records
Integrate Salesforce and CRM search to query Provisioning Request records by formatted expiration date and record type.
Salesforceor swap with your favorite app
4.Iterates over provisioning records
Integrate Looping by Zapier and field mapping to loop through records and map variables into the ticket creation flow.
Looping by Zapieror swap with your favorite app
5.Looks up account owner details
Integrate Salesforce and CRM lookups to find the account by Account ID for issue context and reporter mapping.
6.Creates deprovisioning issue
Integrate Jira Software Cloud and issue creation to create an issue with summary, description, custom fields, and reporter rules.
Jira Software Cloudor swap with your favorite app
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