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How to connect FreeAgent and Okta
Create a New Scenario to Connect FreeAgent 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 FreeAgent, triggered by another scenario, or executed manually (for testing purposes). In most cases, FreeAgent or Okta will be your first step. To do this, click "Choose an app," find FreeAgent or Okta, and select the appropriate trigger to start the scenario.
Add the FreeAgent Node
Select the FreeAgent node from the app selection panel on the right.
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Configure the FreeAgent
Click on the FreeAgent node to configure it. You can modify the FreeAgent 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 FreeAgent 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 FreeAgent 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 FreeAgent 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 FreeAgent, 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 FreeAgent and Okta integration works as expected. Depending on your setup, data should flow between FreeAgent 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 FreeAgent and Okta
Okta + FreeAgent + Slack: When a new user is added to Okta, a corresponding contact is created in FreeAgent. A notification is then sent to a Slack channel to announce the new user.
Okta + FreeAgent + Google Sheets: When a new user is created in Okta, their details, along with newly created contact details in FreeAgent, are added to a Google Sheet for audit and reporting purposes.
FreeAgent and Okta integration alternatives
About FreeAgent
Use FreeAgent in Latenode to automate accounting tasks. Create workflows that automatically reconcile bank data, generate reports, or update financial records based on triggers from other apps. Avoid manual data entry and ensure accuracy by connecting FreeAgent with your CRM, payment gateways, or e-commerce platforms.
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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 FreeAgent and Okta
How can I connect my FreeAgent account to Okta using Latenode?
To connect your FreeAgent account to Okta on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select FreeAgent and click on "Connect".
- Authenticate your FreeAgent and Okta accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically provision FreeAgent access upon Okta user creation?
Yes, you can. Latenode enables real-time user provisioning using its visual builder. Enjoy faster onboarding & consistent access control across FreeAgent and Okta.
What types of tasks can I perform by integrating FreeAgent with Okta?
Integrating FreeAgent with Okta allows you to perform various tasks, including:
- Automatically creating FreeAgent users upon Okta user creation.
- Deactivating FreeAgent accounts when users are removed from Okta.
- Syncing user profile data between Okta and FreeAgent.
- Triggering FreeAgent tasks based on Okta group membership changes.
- Auditing FreeAgent access based on Okta login activity.
CanIuselatenode'sJavaScriptnodetocustomizeFreeAgentOktaintegrations?
Yes! Latenode allows you to use JavaScript nodes to add custom logic and data transformations to your FreeAgent and Okta workflows.
Are there any limitations to the FreeAgent and Okta integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Custom FreeAgent fields may require manual mapping.
- Complex Okta group rules might need JavaScript for full replication.
- Rate limits from FreeAgent and Okta still apply.
