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How to connect Okta and Clio
Create a New Scenario to Connect Okta and Clio
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 Okta, triggered by another scenario, or executed manually (for testing purposes). In most cases, Okta or Clio will be your first step. To do this, click "Choose an app," find Okta or Clio, and select the appropriate trigger to start the scenario.
Add the Okta Node
Select the Okta node from the app selection panel on the right.
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Add the Clio Node
Next, click the plus (+) icon on the Okta node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
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Authenticate Clio
Now, click the Clio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Clio settings. Authentication allows you to use Clio through Latenode.
Configure the Okta and Clio 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 Okta and Clio 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 Okta, Clio, 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 Okta and Clio integration works as expected. Depending on your setup, data should flow between Okta and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Okta and Clio
Okta + Clio + Slack: When a new user is created in Okta, this automation creates a corresponding contact in Clio. After the contact is created, a welcome message is sent to the new user in Slack.
Clio + Okta + Google Calendar: When a new contact is created in Clio, this automation creates a new user in Okta. Then, a new Google Calendar event is created, synced to the Okta user, for upcoming deadlines.
Okta and Clio integration alternatives
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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About Clio
Automate legal workflows with Clio in Latenode. Sync client data, trigger document generation, and manage tasks based on case updates, avoiding manual data entry. Integrate Clio with other apps like email and payment gateways for streamlined legal process automation. Latenode’s visual editor makes building these flows simple.
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FAQ Okta and Clio
How can I connect my Okta account to Clio using Latenode?
To connect your Okta account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Okta and click on "Connect".
- Authenticate your Okta and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically provision Clio users from Okta groups?
Yes, Latenode lets you sync Okta groups to Clio, automating user provisioning. This saves time and ensures consistent access control, especially valuable when scaling your legal team.
What types of tasks can I perform by integrating Okta with Clio?
Integrating Okta with Clio allows you to perform various tasks, including:
- Automatically create Clio users when new users are added to Okta.
- Update Clio user profiles based on changes in Okta profiles.
- Deactivate Clio users when they are removed from Okta.
- Trigger Clio workflows based on Okta authentication events.
- Monitor Okta login activity and log it within Clio for audit purposes.
What Okta events can trigger workflows inside of Latenode?
Latenode supports triggers like user creation, updates, and deactivations. This helps automate crucial Clio tasks based on Okta identity changes.
Are there any limitations to the Okta and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Okta group structures might require custom JavaScript logic.
- Rate limits on the Okta and Clio APIs can affect high-volume workflows.
- Custom Clio fields might need manual mapping during initial setup.
