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Automatically provision Okta users based on new Insightly contacts and tailor access roles with Latenode's visual editor. Scale complex identity workflows affordably with execution-based pricing and integrate custom logic via JavaScript.
Connect Insightly and Okta in minutes with Latenode.
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Create a New Scenario to Connect Insightly and Okta
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Insightly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Insightly or Okta will be your first step. To do this, click "Choose an app," find Insightly or Okta, and select the appropriate trigger to start the scenario.
Add the Insightly Node
Select the Insightly node from the app selection panel on the right.
Insightly
Configure the Insightly
Click on the Insightly node to configure it. You can modify the Insightly 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 Insightly node, select Okta from the list of available apps, and choose the action you need from the list of nodes within Okta.
Insightly
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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 Insightly 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 Insightly and Okta Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Okta
Trigger on Webhook
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Insightly
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Insightly, Okta, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Insightly and Okta integration works as expected. Depending on your setup, data should flow between Insightly and Okta (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Okta + Insightly + Slack: When a new user is added to Okta, a new contact is created in Insightly, and a welcome message is sent to the user via Slack.
Okta + Insightly + Google Sheets: This automation tracks user provisioning/de-provisioning events in Okta. When a new event occurs, the details are logged in a Google Sheet and, if applicable, Insightly records are updated accordingly.
About Insightly
Sync Insightly CRM with other apps inside Latenode to automate sales processes. Update records, trigger follow-ups, or create tasks based on new leads or deals. Latenode offers flexible logic, custom JavaScript, and direct data transfer between Insightly and other services, improving your sales workflow without code.
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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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How can I connect my Insightly account to Okta using Latenode?
To connect your Insightly account to Okta on Latenode, follow these steps:
Can I automate user provisioning from Okta to Insightly?
Yes, you can! Latenode enables automated user provisioning, ensuring seamless access management & eliminating manual data entry, saving time and minimizing errors.
What types of tasks can I perform by integrating Insightly with Okta?
Integrating Insightly with Okta allows you to perform various tasks, including:
Can I trigger Insightly workflows from Okta user events?
Yes! Latenode lets you trigger Insightly workflows from Okta events for real-time data synchronization and custom automation.
Are there any limitations to the Insightly and Okta integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: