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How to connect Okta and Instantly
Create a New Scenario to Connect Okta and Instantly
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 Instantly will be your first step. To do this, click "Choose an app," find Okta or Instantly, 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 Instantly Node
Next, click the plus (+) icon on the Okta node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.
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Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the Okta and Instantly 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 Instantly 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, Instantly, 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 Instantly integration works as expected. Depending on your setup, data should flow between Okta and Instantly (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 Instantly
Okta + Instantly + Slack: When a new user is created in Okta, they are automatically added to a specified campaign in Instantly. Subsequently, a welcome message is sent to the new user via Slack.
Instantly + Okta + Google Sheets: Whenever Instantly identifies a new lead, the lead's information is logged into a Google Sheet. If the lead meets certain qualifications, a new user account is created for them in Okta.
Okta and Instantly 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 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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FAQ Okta and Instantly
How can I connect my Okta account to Instantly using Latenode?
To connect your Okta account to Instantly 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 Instantly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically provision Instantly accounts upon Okta user creation?
Yes, you can! Latenode automates user provisioning, saving time. Scale effortlessly with no-code blocks, custom JavaScript, and AI-powered assistance for complex logic.
What types of tasks can I perform by integrating Okta with Instantly?
Integrating Okta with Instantly allows you to perform various tasks, including:
- Automatically creating Instantly user accounts from Okta user profiles.
- Updating Instantly user information based on changes in Okta profiles.
- Deactivating Instantly accounts when users are removed from Okta.
- Triggering Instantly campaigns based on Okta group memberships.
- Synchronizing Okta roles with corresponding roles in Instantly.
Howsecureis Okta integration with Instantly on Latenode?
Latenode employs robust security measures. Data transmission is encrypted. Permissions are granular. Your data is safe when connecting Okta and Instantly.
Are there any limitations to the Okta and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Okta and Instantly may affect high-volume workflows.
- Complex custom attributes in Okta may require custom JavaScript mapping.
- Real-time synchronization depends on the API availability of both platforms.
