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How to connect Cloze and Okta
Create a New Scenario to Connect Cloze 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 Cloze, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cloze or Okta will be your first step. To do this, click "Choose an app," find Cloze or Okta, and select the appropriate trigger to start the scenario.
Add the Cloze Node
Select the Cloze node from the app selection panel on the right.
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Add the Okta Node
Next, click the plus (+) icon on the Cloze 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 Cloze 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 Cloze 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 Cloze, 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 Cloze and Okta integration works as expected. Depending on your setup, data should flow between Cloze 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 Cloze and Okta
Okta + Cloze + Slack: When a new user is added to Okta, a contact is created or updated in Cloze, and a notification is sent to a designated Slack channel to inform the sales team.
Okta + Cloze + Google Sheets: When a new user is added to Okta, their information is used to create or update a contact in Cloze and simultaneously record the user's details in a Google Sheet for tracking.
Cloze and Okta integration alternatives
About Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
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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 Cloze and Okta
How can I connect my Cloze account to Okta using Latenode?
To connect your Cloze account to Okta on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cloze and click on "Connect".
- Authenticate your Cloze and Okta accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate user provisioning based on new Cloze deals?
Yes, you can! Latenode's visual editor makes this easy. Trigger Okta user creation when a deal reaches a specific stage in Cloze. Automate onboarding and save time.
What types of tasks can I perform by integrating Cloze with Okta?
Integrating Cloze with Okta allows you to perform various tasks, including:
- Automatically create Okta users from new Cloze contact entries.
- Update user profiles in Okta based on Cloze activity.
- Trigger Cloze follow-ups when Okta user status changes.
- Synchronize contact information between Cloze and Okta.
- Manage Okta group memberships from Cloze deal stages.
Can I customize Cloze data extraction using JavaScript?
Yes, you can! Latenode allows you to use JavaScript to parse complex Cloze data and transform it for use in Okta or other integrations.
Are there any limitations to the Cloze and Okta integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Cloze and Okta APIs may affect workflow speed.
- Complex data transformations might require advanced JavaScript knowledge.
- Some custom Cloze fields might not be directly accessible without custom code.
