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How to connect Bexio and Okta
Create a New Scenario to Connect Bexio and Okta
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Bexio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bexio or Okta will be your first step. To do this, click "Choose an app," find Bexio or Okta, and select the appropriate trigger to start the scenario.
Add the Bexio Node
Select the Bexio node from the app selection panel on the right.
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Add the Okta Node
Next, click the plus (+) icon on the Bexio node, select Okta from the list of available apps, and choose the action you need from the list of nodes within Okta.
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Authenticate Okta
Now, click the Okta node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Okta settings. Authentication allows you to use Okta through Latenode.
Configure the Bexio and Okta Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Bexio and Okta Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Bexio, Okta, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Bexio and Okta integration works as expected. Depending on your setup, data should flow between Bexio and Okta (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Bexio and Okta
Okta + Slack + Bexio: When a new user is created in Okta, a notification is sent to a designated Slack channel, alerting the accounting team to create a corresponding contact in Bexio.
BambooHR + Okta + Bexio: When a new employee is added to BambooHR, automatically create a user account in Okta and a corresponding contact in Bexio.
Bexio and Okta integration alternatives
About Bexio
Sync Bexio contacts, invoices, or products with other apps via Latenode. Automate accounting tasks: trigger invoice creation from new orders or update customer data across your stack. Latenode's visual editor simplifies building complex workflows, and its JavaScript node adds flexibility beyond Bexio's defaults.
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About Okta
Use Okta in Latenode to automate identity and access management. Trigger workflows on user events like creation or login. Provision users in other apps or revoke access based on Okta status. Simplify user lifecycle management across your stack with visual, scalable automation.
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See how Latenode works
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FAQ Bexio and Okta
How can I connect my Bexio account to Okta using Latenode?
To connect your Bexio account to Okta on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Bexio and click on "Connect".
- Authenticate your Bexio and Okta accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically provision Okta users from new Bexio contacts?
Yes, you can! Latenode simplifies this with a visual builder. Automate user provisioning, ensuring seamless access control & saving administrative time.
What types of tasks can I perform by integrating Bexio with Okta?
Integrating Bexio with Okta allows you to perform various tasks, including:
- Automatically creating Okta users from new Bexio contacts.
- Updating Okta user profiles based on changes in Bexio.
- Triggering Okta password resets when a Bexio contact is updated.
- Logging Bexio activity in Okta for auditing purposes.
- Synchronizing Bexio contact groups with Okta groups.
How secure is the Bexio data transferred via Latenode?
Latenode uses industry-standard encryption protocols to ensure secure data transfer between Bexio and Okta, protecting your sensitive information.
Are there any limitations to the Bexio and Okta integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Real-time synchronization depends on the API rate limits of both Bexio and Okta.
- Custom field mapping may need manual configuration within Latenode.
