LiveChat and Okta Integration

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Secure LiveChat agent access through Okta's identity management. Automate user provisioning and deprovisioning based on chat agent status with Latenode's visual editor. Reduce access risks with customizable logic and affordable scaling.

Swap Apps

LiveChat

Okta

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect LiveChat and Okta

Create a New Scenario to Connect LiveChat and Okta

In the workspace, click the β€œCreate 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 LiveChat, triggered by another scenario, or executed manually (for testing purposes). In most cases, LiveChat or Okta will be your first step. To do this, click "Choose an app," find LiveChat or Okta, and select the appropriate trigger to start the scenario.

Add the LiveChat Node

Select the LiveChat node from the app selection panel on the right.

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LiveChat

Configure the LiveChat

Click on the LiveChat node to configure it. You can modify the LiveChat URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect LiveChat

Sign In
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Run node once

Add the Okta Node

Next, click the plus (+) icon on the LiveChat 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.

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Okta

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Configure the LiveChat 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.

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Okta Oauth 2.0

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Select an action *

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The action ID

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Run node once

Set Up the LiveChat 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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Save and Activate the Scenario

After configuring LiveChat, 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 β€œRun once” and triggering an event to check if the LiveChat and Okta integration works as expected. Depending on your setup, data should flow between LiveChat 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 LiveChat and Okta

LiveChat + Okta + Slack: When a new chat starts in LiveChat, a new Slack channel is created. Okta is used to find users who are relevant to the chat based on their email and invite them to the newly created Slack channel.

Okta + LiveChat + Google Sheets: This automation logs Okta user activation events and LiveChat support interactions in a Google Sheet. When a new event occurs in Okta, or a new chat starts in LiveChat, the details are added as a new row in Google Sheets for audit and reporting purposes.

LiveChat and Okta integration alternatives

About LiveChat

Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context – all visually, and without code.

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.

See how Latenode works

FAQ LiveChat and Okta

How can I connect my LiveChat account to Okta using Latenode?

To connect your LiveChat account to Okta on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select LiveChat and click on "Connect".
  • Authenticate your LiveChat and Okta accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Okta profiles from LiveChat transcripts?

Yes, you can! Latenode allows parsing LiveChat transcripts to seamlessly update user profiles in Okta. This enhances security and personalization for better customer service.

What types of tasks can I perform by integrating LiveChat with Okta?

Integrating LiveChat with Okta allows you to perform various tasks, including:

  • Automatically creating Okta user accounts from new LiveChat interactions.
  • Triggering password resets in Okta based on LiveChat support requests.
  • Adding users to Okta groups based on LiveChat conversation tags.
  • Syncing LiveChat user data with Okta profile attributes.
  • Granting temporary access to resources based on LiveChat authentication.

How secure is the LiveChat data when it's processed by Latenode?

Latenode employs robust encryption and security protocols to protect your LiveChat data during all processing stages, ensuring compliance and peace of mind.

Are there any limitations to the LiveChat and Okta integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex Okta policies might require custom JavaScript coding.
  • Rate limits on the LiveChat API can affect high-volume workflows.
  • Real-time synchronization may experience delays under heavy load.

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