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What It Does
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Management
Deactivate PSA Contact
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Deactivate contacts in your PSA system
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The Deactivate PSA Contact tool allows Neo Agent to deactivate contact records in your PSA, typically as part of offboarding workflows.
What It Does
When enabled, the agent can:
Deactivate contacts in your PSA
Mark contacts as inactive without deleting them
Support offboarding workflows
How to Use
Use this tool as part of user offboarding workflows. When an offboarding ticket is processed, the agent can deactivate the corresponding PSA contact.
Create PSA Contact
Create Opportunity
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