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How to connect Cleverreach and Okta
Create a New Scenario to Connect Cleverreach 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 Cleverreach, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cleverreach or Okta will be your first step. To do this, click "Choose an app," find Cleverreach or Okta, and select the appropriate trigger to start the scenario.
Add the Cleverreach Node
Select the Cleverreach node from the app selection panel on the right.
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Configure the Cleverreach
Click on the Cleverreach node to configure it. You can modify the Cleverreach URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Okta Node
Next, click the plus (+) icon on the Cleverreach 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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Okta
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 Cleverreach 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 Cleverreach 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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Okta
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Cleverreach, 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 Cleverreach and Okta integration works as expected. Depending on your setup, data should flow between Cleverreach 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 Cleverreach and Okta
Okta + Cleverreach + Slack: When a new user is added to Okta, they are automatically added to a Cleverreach email list. A welcome message is then sent to a dedicated Slack channel.
Okta + Cleverreach + Google Sheets: Automatically log new Okta user additions and their Cleverreach email subscription status in Google Sheets for reporting and auditing purposes.
Cleverreach and Okta integration alternatives
About Cleverreach
Use Cleverreach in Latenode to automate email marketing based on real-time triggers. Sync contact lists, personalize campaigns, and track results directly from your workflows. Avoid manual CSV imports, segment audiences dynamically, and react to user behavior using Latenode’s flexible data routing and logic.
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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 Cleverreach and Okta
How can I connect my Cleverreach account to Okta using Latenode?
To connect your Cleverreach account to Okta on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cleverreach and click on "Connect".
- Authenticate your Cleverreach and Okta accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add new Okta users to Cleverreach?
Yes, you can! Latenode lets you automate user provisioning. New Okta users are instantly added to Cleverreach lists, ensuring consistent email marketing and streamlined onboarding.
What types of tasks can I perform by integrating Cleverreach with Okta?
Integrating Cleverreach with Okta allows you to perform various tasks, including:
- Automatically adding new Okta users to Cleverreach email lists.
- Updating Cleverreach subscriber information based on Okta profile changes.
- Triggering personalized email campaigns in Cleverreach upon Okta user events.
- Segmenting Cleverreach audiences based on Okta group memberships.
- Suspending Cleverreach subscriptions when users are deactivated in Okta.
How do I handle errors in my Cleverreach workflows?
Latenode's advanced error handling lets you define fallback logic or send notifications upon workflow failures, ensuring robust and reliable integrations.
Are there any limitations to the Cleverreach and Okta integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by the Cleverreach and Okta APIs may affect high-volume workflows.
- Complex data transformations may require JavaScript code blocks for advanced customization.
- Real-time synchronization might be subject to delays based on API response times.
