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How to connect Formsite and Okta
Create a New Scenario to Connect Formsite 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 Formsite, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formsite or Okta will be your first step. To do this, click "Choose an app," find Formsite or Okta, and select the appropriate trigger to start the scenario.
Add the Formsite Node
Select the Formsite node from the app selection panel on the right.
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Configure the Formsite
Click on the Formsite node to configure it. You can modify the Formsite 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 Formsite 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 Formsite 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 Formsite 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 Formsite, 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 Formsite and Okta integration works as expected. Depending on your setup, data should flow between Formsite 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 Formsite and Okta
Formsite + Okta + Slack: When a new form result is submitted in Formsite, a new user account is automatically created in Okta. A welcome message is then sent to the new user via Slack.
Okta + Formsite + Google Sheets: When a new event occurs in Okta (e.g. a new user is created), the data from the event is used to add the user's information as a new row in a Google Sheet. This can be used to track new users or other important events. Note: There is no direct action to add to a Formsite mailing list from Okta with the available operations.
Formsite and Okta integration alternatives
About Formsite
Formsite form data becomes actionable in Latenode. Automatically process submissions: validate, filter, and route info to databases, CRMs, or other apps. Trigger follow-up emails or create tasks based on form responses. Enhance data with AI and custom JS logic inside Latenode for efficient workflows.
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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 Formsite and Okta
How can I connect my Formsite account to Okta using Latenode?
To connect your Formsite account to Okta on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Formsite and click on "Connect".
- Authenticate your Formsite and Okta accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate user provisioning from Formsite submissions to Okta?
Yes, you can! Latenode’s visual editor simplifies automating user provisioning. Streamline onboarding and access management based on Formsite data. Save time and improve security.
What types of tasks can I perform by integrating Formsite with Okta?
Integrating Formsite with Okta allows you to perform various tasks, including:
- Automatically creating Okta user accounts from Formsite submissions.
- Updating user profiles in Okta based on Formsite data changes.
- Triggering Okta workflows when a new Formsite form is submitted.
- Adding users to specific Okta groups based on form responses.
- Sending customized welcome emails via Okta upon form submission.
How to map Formsite fields to Okta user profile attributes?
Latenode’s visual interface enables easy field mapping. Use data transformations and JavaScript blocks for complex data manipulation. Ensure data accuracy.
Are there any limitations to the Formsite and Okta integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require JavaScript coding within Latenode.
- Real-time synchronization depends on the API rate limits of both services.
- Custom error handling requires manual configuration within the workflow.
