Connect OffboardIQ to your existing tools
Microsoft 365 powers core automation. Teams, Slack, Jira, and ServiceNow extend alerting and ticketing — configure each in minutes.
Microsoft 365
RequiredAzure AD, Exchange, OneDrive, Intune — required for identity and workload automation
Setup steps
- 1In Azure Portal, create an App registration named “OffboardIQ” under your Entra tenant.
- 2Under Certificates & secrets, create a client secret and store it securely.
- 3Under API permissions, add Microsoft Graph application permissions (see table) and grant admin consent.
- 4In OffboardIQ, enter Tenant ID, Application (client) ID, and client secret — then run Test connection.
- 5Optional: choose “Specific security group” to limit which users OffboardIQ can see. Paste the group's Object ID and OffboardIQ will validate the name and member count before saving.
Microsoft Graph permissions (preview)
| Permission | Purpose |
|---|---|
| User.Read.All | Read directory users for offboarding targets |
| Directory.ReadWrite.All | Disable accounts & group membership updates |
| GroupMember.Read.All | Resolve security group members for scoped sync |
| UserAuthenticationMethod.ReadWrite.All | Remove MFA methods on offboarding |
| RoleManagement.ReadWrite.Directory | Strip admin role assignments |
| MailboxSettings.ReadWrite | Configure forwarding & OOO where licensed |
| DeviceManagementManagedDevices.ReadWrite.All | Wipe / retire Intune devices |
| Files.ReadWrite.All | OneDrive transfer & archive (delegated) |
Your administrator grants least-privilege consent. Actual permissions depend on enabled OffboardIQ modules.
Microsoft Teams
OptionalIncoming webhooks — real-time alerts in the channel your team already monitors
Setup steps
- 1Open Teams and navigate to the channel where you want alerts (e.g. General or IT-Alerts).
- 2Use Connectors or Workflows (depending on tenant) to add “Incoming Webhook” or an equivalent workflow.
- 3Name the connector, approve permissions, and copy the HTTPS webhook URL.
- 4In OffboardIQ → Settings → Automation, paste the Teams webhook URL, save, and send a test notification.
Sample Teams alert
OffboardIQ Alerts
General · Just now
Step failed: Revoke Sessions
Employee Morgan Chen (Engineering). Offboarding OBQ-1042 blocked — retry scheduled.
Slack
OptionalIncoming Webhooks — post failures and milestones to #it-alerts or any channel
Setup steps
- 1Go to api.slack.com/apps and create a new app “From scratch” for your workspace.
- 2Enable Incoming Webhooks, activate, then “Add New Webhook to Workspace”.
- 3Choose your channel (e.g. #it-alerts) and authorize — copy the webhook URL.
- 4Paste the URL in OffboardIQ → Settings → Automation → Slack, save, and send a test.
Sample Slack message
offboardiq-bot APP 2:41 PM
Warning Step Archive mailbox failed for Jamie Reed. Auto-retry in 5 minutes.
#it-alerts
Jira Cloud
OptionalREST API — auto-create issues when an offboarding step fails
Setup steps
- 1Sign in at id.atlassian.com → Security → Create and manage API tokens; create a token named “OffboardIQ”.
- 2Copy your organization’s Jira Cloud host (subdomain before .atlassian.net).
- 3Find your project key from any issue URL (e.g. …/browse/IT-214 → IT).
- 4In OffboardIQ → Settings → Automation, enter domain, email, API token, and project key — save and verify.
Settings → Automation (mock)
ServiceNow
OptionalREST / IntegrationHub — open incidents when automation needs attention
Setup steps
- 1Create a Scripted REST API or inbound IntegrationHub endpoint that accepts JSON POSTs from OffboardIQ.
- 2Map payload fields (employee, step, correlation ID) to Incident or Task in your CMDB conventions.
- 3Expose an HTTPS URL on your ServiceNow instance (typically *.service-now.com).
- 4Paste the webhook URL in OffboardIQ → Settings → Automation → ServiceNow — save and send a test payload.
Settings → Automation (mock)
Incident preview
INC0010423 · OffboardIQ · Failed step
Payload mapped to Incident table — Priority 3 · Assignment group IT Ops.
Need help wiring Graph or webhooks? Contact support