Connect OffboardIQ to your existing tools

Microsoft 365 powers core automation. Teams, Slack, Jira, and ServiceNow extend alerting and ticketing — configure each in minutes.

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Microsoft 365

Required

Azure AD, Exchange, OneDrive, Intune — required for identity and workload automation

Setup steps

  1. 1In Azure Portal, create an App registration named “OffboardIQ” under your Entra tenant.
  2. 2Under Certificates & secrets, create a client secret and store it securely.
  3. 3Under API permissions, add Microsoft Graph application permissions (see preview table) and grant admin consent.
  4. 4In OffboardIQ, enter Tenant ID, Application (client) ID, and client secret — then run Test connection.

Microsoft Graph permissions (preview)

PermissionPurpose
User.Read.AllRead directory users for offboarding targets
Directory.ReadWrite.AllDisable accounts & group membership updates
MailboxSettings.ReadWriteConfigure forwarding & OOO where licensed
DeviceManagementManagedDevices.ReadWrite.AllWipe / retire Intune devices
Files.ReadWrite.AllOneDrive transfer & archive (delegated)

Your administrator grants least-privilege consent. Actual permissions depend on enabled OffboardIQ modules.

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Microsoft Teams

Optional

Incoming webhooks — real-time alerts in the channel your team already monitors

Setup steps

  1. 1Open Teams and navigate to the channel where you want alerts (e.g. General or IT-Alerts).
  2. 2Use Connectors or Workflows (depending on tenant) to add “Incoming Webhook” or an equivalent workflow.
  3. 3Name the connector, approve permissions, and copy the HTTPS webhook URL.
  4. 4In OffboardIQ → Settings → Automation, paste the Teams webhook URL, save, and send a test notification.

Sample Teams alert

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OffboardIQ Alerts

General · Just now

Step failed: Revoke Sessions

Employee Alex Rodriguez (Engineering). Offboarding OBQ-1042 blocked — retry scheduled.

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Slack

Optional

Incoming Webhooks — post failures and milestones to #it-alerts or any channel

Setup steps

  1. 1Go to api.slack.com/apps and create a new app “From scratch” for your workspace.
  2. 2Enable Incoming Webhooks, activate, then “Add New Webhook to Workspace”.
  3. 3Choose your channel (e.g. #it-alerts) and authorize — copy the webhook URL.
  4. 4Paste the URL in OffboardIQ → Settings → Automation → Slack, save, and send a test.

Sample Slack message

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offboardiq-bot APP 2:41 PM

Warning Step Archive mailbox failed for Jordan Lee. Auto-retry in 5 minutes.

#it-alerts

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Jira Cloud

Optional

REST API — auto-create issues when an offboarding step fails

Setup steps

  1. 1Sign in at id.atlassian.com → Security → Create and manage API tokens; create a token named “OffboardIQ”.
  2. 2Copy your organization’s Jira Cloud host (subdomain before .atlassian.net).
  3. 3Find your project key from any issue URL (e.g. …/browse/IT-214 → IT).
  4. 4In OffboardIQ → Settings → Automation, enter domain, email, API token, and project key — save and verify.

Settings → Automation (mock)

Jira domain
yourcompany.atlassian.net
Email
admin@yourcompany.com
API token
••••••••••••••
Project key
IT
Save integration
SN

ServiceNow

Optional

REST / IntegrationHub — open incidents when automation needs attention

Setup steps

  1. 1Create a Scripted REST API or inbound IntegrationHub endpoint that accepts JSON POSTs from OffboardIQ.
  2. 2Map payload fields (employee, step, correlation ID) to Incident or Task in your CMDB conventions.
  3. 3Expose an HTTPS URL on your ServiceNow instance (typically *.service-now.com).
  4. 4Paste the webhook URL in OffboardIQ → Settings → Automation → ServiceNow — save and send a test payload.

Settings → Automation (mock)

Instance URL
yourcompany.service-now.com
Webhook URL
https://yourcompany.service-now.com/api/x_sn/obq_hook

Incident preview

INC0010423 · OffboardIQ · Failed step

Payload mapped to Incident table — Priority 3 · Assignment group IT Ops.

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