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How to connect Instantly and Okta
Create a New Scenario to Connect Instantly 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 Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Okta will be your first step. To do this, click "Choose an app," find Instantly or Okta, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
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Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly 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 Instantly 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 Instantly 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 Instantly 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 Instantly, 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 Instantly and Okta integration works as expected. Depending on your setup, data should flow between Instantly 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 Instantly and Okta
Okta + Instantly + Slack: When a new event occurs in Okta (such as user creation or deletion), Instantly processes this event and triggers a notification in a specified Slack channel to keep the team informed about user management changes.
Okta + Instantly + Google Sheets: When a new event occurs in Okta (user provisioning or deprovisioning), Instantly captures the event details and logs them as a new row in a Google Sheet for auditing and tracking purposes.
Instantly and Okta integration alternatives
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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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 Instantly and Okta
How can I connect my Instantly account to Okta using Latenode?
To connect your Instantly account to Okta on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Instantly and click on "Connect".
- Authenticate your Instantly and Okta accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate user provisioning from Okta to Instantly?
Yes, you can! Latenode allows seamless automation, triggering Instantly actions when new users are added in Okta. Streamline onboarding and campaign access.
What types of tasks can I perform by integrating Instantly with Okta?
Integrating Instantly with Okta allows you to perform various tasks, including:
- Automatically adding new Okta users to Instantly campaigns.
- Updating user details in Instantly based on Okta profile changes.
- Revoking Instantly access when a user is deactivated in Okta.
- Triggering personalized email sequences in Instantly from Okta events.
- Creating custom reports on Instantly engagement using Okta user data.
HowdoesLatenodehandleInstantlyOktaerrornotifications?
Latenode provides real-time error logs and notifications, with options to configure alerts and automated retry mechanisms for robust workflow management.
Are there any limitations to the Instantly and Okta integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits of the Instantly and Okta APIs still apply within Latenode.
- Complex Okta group structures might require custom JavaScript for full synchronization.
- Initial setup requires admin privileges for both Instantly and Okta accounts.
