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 selected—so 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 notifications—so your team can reduce risk fast.
コグニトフォームor 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
Zendesk and device logistics tools to create a hardware retrieval ticketとpickup location and due date.の統合
5.Sends notification email
Microsoft Office 365 and email distribution lists to notify IT and HR stakeholdersとthe offboarding summary.の統合
Microsoft Office 365or swap with your favorite app
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Your onboarding issues lack a provisioned directory account, delaying access and blocking new hires from essential tools. It activates accounts and grants group access so hires can start same day.
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Add new hires to company groups and notify IT
Your onboarding sheet leaves group memberships inconsistent and delays new hire access. It updates group membership and sends verification alerts so IT can confirm access same day.
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Add new onboarding and offboarding files to team dashboard
Onboarding and offboarding files land untracked in Drive, delaying IT and compliance access provisioning. These entries feed an operations dashboard for faster triage and same-day processing.
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Add new user account requests to provisioning spreadsheet
Your account requests sit in a task database and need manual export, causing missed or delayed provisioning. Get requests appended to your provisioning sheet automatically so IT begins setup same day.
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Assign workspace license, notify IT, and update onboarding record
Your new user accounts without assigned licenses stall onboarding and block tool access for hires. It assigns licenses, updates the onboarding record, and notifies IT so provisioning completes same day.
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Auto provision user accounts and update onboarding task
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Block terminated user, remove access, and notify HR
Your offboarding board creates manual deprovision tasks that leave licenses and mailing memberships uncleared. Automating block and license removal gives HR payroll a confirmed notice same day.
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Create access shutoff calendar events for departing staff
Your termination notices lack calendar events, causing missed deprovisioning and delayed access revocations. IT gets scheduled shutoff events to complete deprovisioning before offboarding deadlines.
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Create account alerts for scheduled join and leave dates
Your join and leave roster entries miss owner follow-up, creating orphaned accounts or delayed provisioning. Get daily reminders so owners act ahead of the effective date.
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Create and update onboarding tasks from hire requests
Your new-hire equipment sheet entries don't create an IT task, delaying provisioning. It makes tracked onboarding tasks and notifies IT and HR so equipment ships before start date.
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Create calendar reminder to remove access after offboarding
Your offboarding records arrive without scheduled tasks, leaving account removals untracked and access lingering. Get calendar reminders for each departing employee so IT can remove accounts same day.
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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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ステップ 1
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ステップ 2
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
ステップ 3
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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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