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Authorized-contact verification

Logins & access

Entitlement request → check the requester against the authorized-contact list on the account record, confirm tier, allow self-serve or route.

Gates
Licensing and self serve
Systems
Salesforce View all 23

How the workflow runs

  1. Entitlement request

    Trigger

    Someone asks for something only certain people on the account may have.

  2. Check the account record

    </>

    Match the requester against the authorized-contact list in Salesforce.

    Salesforce

  3. Confirm the tier

    Logic

    Establish what that contact is entitled to before anything is granted.

    Entitlement agent

  4. Allow self serve or route

    Action

    Let them through, or send it to the person who can approve it.

    Self-serve gating agent

Also works with

Identity & access

  • Okta
  • Auth0
  • Duo
  • OneLogin
  • Ping Identity
  • Persona
  • Checkr

Ticketing & support

  • Zendesk
  • Freshdesk
  • Intercom
  • Salesforce Service Cloud
  • HubSpot
  • Front
  • Gorgias
  • Help Scout
  • Kustomer
  • Gladly
  • Zoho Desk
  • Dixa
  • Re:amaze
  • ServiceNow
  • Jira Service Management

Or anything else you run. If it has a REST or GraphQL API, an MCP server, or a database we can reach, the workflow runs against it — however many systems one job needs.

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