This article describes the actions available when you connect Microsoft Entra ID to HappyFox Workflows, and lists the identity and access management operations you can automate with this integration.
Applicable Plans: ✔️ Basic ✔️ Team ✔️ Pro ✔️ Enterprise
Note: Microsoft Entra ID was previously known as Azure Active Directory (Azure AD). Both names refer to the same product.
Triggers
The Microsoft Entra ID integration does not provide triggers. Workflows that include Microsoft Entra ID actions are started by a HappyFox Help Desk trigger or another connected app.
Actions
Microsoft Entra ID actions let you manage user accounts and group memberships directly from a workflow step — provisioning access, restricting accounts, and organising users without leaving HappyFox Help Desk or opening the Entra admin centre.
User management
| Action | What it does |
|---|---|
| Get User Info | Retrieves profile information for a specified Microsoft Entra ID user, for use in subsequent workflow steps. |
| Get Or Create User | Retrieves an existing user by a specified identifier. If no matching user is found, creates a new user record. |
| Delete User | Permanently deletes a user account from Microsoft Entra ID. |
| Disable User | Disables a Microsoft Entra ID user account, preventing the user from signing in without deleting the account. |
Group management
| Action | What it does |
|---|---|
| Add Member to Group | Adds a specified user to a Microsoft Entra ID group. |
| Remove Member from Group | Removes a specified user from a Microsoft Entra ID group. |
Warning: The Delete User action permanently removes the user account from Microsoft Entra ID. Unlike Disable User, this action cannot be easily reversed. Use Disable User for temporary restrictions or during offboarding investigations, and reserve Delete User for confirmed permanent removals.
Use cases
Retrieve user details to enrich an IT support ticket: When an IT support ticket is created, use the Get User Info action to retrieve the employee's department, manager, and account status from Microsoft Entra ID, then add that information as a private note on the ticket — giving the agent full context before responding, without switching to the Entra admin centre.
Disable an account immediately on a security incident ticket: When a ticket is raised reporting a compromised account or suspicious login activity, automatically disable the user's Microsoft Entra ID account using Disable User — preventing further unauthorised access while the investigation is underway, without requiring an IT admin to intervene manually.
Add a new employee to the correct groups on an onboarding ticket: When an IT onboarding ticket is created in HappyFox Help Desk, use the Get Or Create User action to create the new employee's Entra ID account if it does not already exist, then use Add Member to Group to assign them to the appropriate security and distribution groups based on their department or role.
Remove group access on an offboarding ticket: When an IT offboarding ticket is resolved in HappyFox Help Desk, automatically remove the departing employee from all relevant Microsoft Entra ID groups — ensuring access to shared resources, distribution lists, and security groups is revoked as part of the ticket resolution process.
Provision a guest account for a contractor access request: When a ticket is submitted requesting temporary access for a contractor or external collaborator, use the Get Or Create User action to create a guest account in Microsoft Entra ID and use Add Member to Group to grant them access only to the specific resources they need.
Revoke group access during a role change: When a ticket is created to process an internal role change, use Remove Member from Group to remove the employee from their previous department's groups and Add Member to Group to add them to their new team's groups — keeping access aligned with their current role without manual admin updates.