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How to connect Freshdesk and Okta
Create a New Scenario to Connect Freshdesk 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 Freshdesk, triggered by another scenario, or executed manually (for testing purposes). In most cases, Freshdesk or Okta will be your first step. To do this, click "Choose an app," find Freshdesk or Okta, and select the appropriate trigger to start the scenario.
Add the Freshdesk Node
Select the Freshdesk node from the app selection panel on the right.
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Configure the Freshdesk
Click on the Freshdesk node to configure it. You can modify the Freshdesk 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 Freshdesk 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 Freshdesk 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 Freshdesk 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 Freshdesk, 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 Freshdesk and Okta integration works as expected. Depending on your setup, data should flow between Freshdesk 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 Freshdesk and Okta
Okta + Freshdesk + Slack: When a new user is created in Okta, this automation creates a corresponding user account in Freshdesk and sends a notification to a designated Slack channel to inform the support team about the new user.
Okta + Freshdesk + Google Sheets: This workflow tracks new user creation events in Okta and the creation of new tickets in Freshdesk. Each new Okta user and each new Freshdesk ticket will trigger adding a row in a designated Google Sheet, thereby creating a log for reporting purposes.
Freshdesk and Okta integration alternatives
About Freshdesk
Sync Freshdesk tickets with other apps in Latenode to automate support workflows. Update databases, trigger alerts, or generate reports based on ticket status, all without code. Connect Freshdesk to your CRM or marketing tools to close the loop on customer issues. Less manual work, more automation.
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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 Freshdesk and Okta
How can I connect my Freshdesk account to Okta using Latenode?
To connect your Freshdesk account to Okta on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Freshdesk and click on "Connect".
- Authenticate your Freshdesk and Okta accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate user provisioning using Freshdesk and Okta?
Yes, you can! Latenode lets you automate user provisioning based on Freshdesk ticket events. This ensures seamless access management and improved security for new or updated users.
What types of tasks can I perform by integrating Freshdesk with Okta?
Integrating Freshdesk with Okta allows you to perform various tasks, including:
- Automatically creating Okta users when new Freshdesk tickets are created.
- Updating Okta user profiles based on changes in Freshdesk contact information.
- Deactivating Okta users when corresponding Freshdesk tickets are resolved.
- Syncing Freshdesk agent roles with Okta group memberships.
- Triggering password resets in Okta from within Freshdesk tickets.
Can I use custom JavaScript code with my Freshdesk automation?
Yes! Latenode provides native JavaScript support, empowering you to extend Freshdesk and tailor automation to match unique requirements.
Are there any limitations to the Freshdesk and Okta integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Okta group structures may require custom JavaScript for optimal mapping.
- Rate limits imposed by the Freshdesk and Okta APIs can impact high-volume workflows.
- Custom Freshdesk fields might need manual mapping in the integration setup.
