Okta and Ortto Integration

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Automatically sync Okta user profiles with Ortto to personalize marketing campaigns. Latenode's visual editor and affordable execution pricing make complex identity-driven automation accessible. Use JavaScript for advanced Ortto segmentation based on Okta attributes.

Swap Apps

Okta

Ortto

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Okta and Ortto

Create a New Scenario to Connect Okta and Ortto

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 Ortto will be your first step. To do this, click "Choose an app," find Okta or Ortto, 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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Okta

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Connect Okta

Sign In
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Run node once

Add the Ortto Node

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

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Ortto

Authenticate Ortto

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

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Okta

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Ortto

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Connect Ortto

Sign In
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Run node once

Configure the Okta and Ortto 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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Ortto 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 Okta and Ortto 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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Webhook response

Save and Activate the Scenario

After configuring Okta, Ortto, 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 Ortto integration works as expected. Depending on your setup, data should flow between Okta and Ortto (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 Ortto

Okta + Ortto + Slack: When a new user is provisioned in Okta, the user is added or updated in Ortto. A welcome message is then sent to the new user via Slack.

Ortto + Okta + Salesforce: When a new activity event is identified in Ortto, the workflow checks if the person exists in Okta. If the person exists, a new opportunity is created in Salesforce.

Okta and Ortto 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 Ortto

Use Ortto in Latenode to automate personalized marketing campaigns. Trigger emails, SMS, or push notifications based on real-time data from any source. Segment users and update profiles dynamically within Latenode workflows, responding instantly to behavior. Improve engagement by connecting Ortto's segmentation to your Latenode data pipelines.

See how Latenode works

FAQ Okta and Ortto

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

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

Can I automatically update Ortto when a new user joins Okta?

Yes, Latenode lets you sync Okta user data to Ortto. Triggered by new Okta users, workflows can update Ortto profiles instantly, ensuring accurate segmentation and personalized marketing, scaling effortlessly.

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

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

  • Create Ortto user profiles upon new Okta user registration.
  • Update Ortto profiles when Okta user attributes are modified.
  • Trigger personalized Ortto campaigns based on Okta group assignments.
  • Automatically remove Ortto users when they are deactivated in Okta.
  • Sync Okta user roles with corresponding Ortto customer segments.

How do I handle Okta authentication failures in Latenode?

Latenode offers robust error handling. Use conditional blocks and error-catching nodes to manage Okta authentication issues and trigger alerts or fallback actions.

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

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

  • Real-time data synchronization depends on the Okta and Ortto API rate limits.
  • Complex attribute mappings might require JavaScript for advanced transformations.
  • Historical data migration from Okta to Ortto requires custom workflow design.

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