Okta and Cloze Integration

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Automatically provision Cloze accounts for new Okta users, keeping sales teams productive from day one. Latenode's visual editor makes complex provisioning logic simple, plus you only pay for the execution time.

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Okta

Cloze

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Okta and Cloze

Create a New Scenario to Connect Okta and Cloze

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 Okta, triggered by another scenario, or executed manually (for testing purposes). In most cases, Okta or Cloze will be your first step. To do this, click "Choose an app," find Okta or Cloze, 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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Okta

Configure the Okta

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

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Connect Okta

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Run node once

Add the Cloze Node

Next, click the plus (+) icon on the Okta node, select Cloze from the list of available apps, and choose the action you need from the list of nodes within Cloze.

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Cloze

Authenticate Cloze

Now, click the Cloze node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cloze settings. Authentication allows you to use Cloze through Latenode.

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Connect Cloze

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Run node once

Configure the Okta and Cloze 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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The action ID

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Run node once

Set Up the Okta and Cloze 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 Okta, Cloze, 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 Okta and Cloze integration works as expected. Depending on your setup, data should flow between Okta and Cloze (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 Cloze

Okta + Cloze + Slack: When a new user is added to Okta, a corresponding contact is created in Cloze. Subsequently, a welcome message is sent to the new user via Slack.

Cloze + Okta + Google Sheets: When a person's information changes in Cloze, their corresponding Okta profile is updated. This update is then logged in a Google Sheets spreadsheet for auditing purposes.

Okta and Cloze 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.

About Cloze

Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.

See how Latenode works

FAQ Okta and Cloze

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

To connect your Okta account to Cloze 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 Cloze accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Cloze contacts from Okta?

Yes, easily! Latenode lets you sync Okta user data to Cloze, keeping contact info current. Enjoy no-code setup and advanced JS logic for complex data transformations.

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

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

  • Create new Cloze contacts when a new user joins Okta.
  • Update Cloze contact details based on Okta profile changes.
  • Trigger personalized email campaigns in Cloze upon Okta user activation.
  • Automatically grant Cloze access based on Okta group memberships.
  • Log Cloze activity when Okta users access specific resources.

CanIuseOktaauthenticationdatawithAIinLatenode?

Yes! Latenode allows AI-powered automation. You can use Okta data to personalize Cloze interactions or enrich contact profiles automatically.

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

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

  • Complex data transformations might require JavaScript knowledge.
  • Real-time synchronization depends on the API limits of both Okta and Cloze.
  • Initial setup requires administrative access to both Okta and Cloze.

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