Okta and Pipefy Integration

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Automatically provision access in Pipefy when new users join Okta. Latenode's visual editor simplifies complex logic, and affordable execution-based pricing makes scaling user management workflows easy.

Swap Apps

Okta

Pipefy

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Okta and Pipefy

Create a New Scenario to Connect Okta and Pipefy

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

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

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Okta

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Pipefy

Authenticate Pipefy

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

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Pipefy

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Connect Pipefy

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Run node once

Configure the Okta and Pipefy 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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Pipefy

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Connect Pipefy

Pipefy Oauth 2.0

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Change

Select an action *

Select

Map

The action ID

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Run node once

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

Okta + Pipefy + Slack: When a new user is created in Okta, a new employee onboarding card is created in Pipefy. The HR team is then notified about the new onboarding card via a Slack channel message.

Pipefy + Okta + Google Sheets: When a card reaches a 'Done' stage in Pipefy, user access is updated in Okta, and the change is logged as a new row in Google Sheets.

Okta and Pipefy 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 Pipefy

Orchestrate Pipefy process management inside Latenode for end-to-end automation. Trigger flows on card changes, create new cards from external data, and sync Pipefy data with other apps. Bypass manual updates and build complex workflows using visual tools, code, or AI β€” without step limits or vendor lock-in.

See how Latenode works

FAQ Okta and Pipefy

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

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

Can I automatically update Pipefy when new users are added to Okta?

Yes, you can! Latenode allows real-time synchronization, updating Pipefy cards when Okta user data changes. This saves time and ensures data accuracy, with automated role assignment.

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

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

  • Automatically creating Pipefy cards for new Okta users.
  • Updating user profiles in Pipefy based on Okta group changes.
  • Triggering Pipefy actions when a user is deactivated in Okta.
  • Syncing Okta user roles to Pipefy permissions.
  • Managing Pipefy user access based on Okta authentication status.

How secure is my Okta data when using Latenode integrations?

Latenode employs advanced encryption and security protocols. Your Okta credentials are never stored, ensuring maximum data protection during every integration.

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

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

  • Complex custom fields in Pipefy might require custom JavaScript mapping.
  • Rate limits imposed by Okta and Pipefy APIs can affect high-volume workflows.
  • Real-time synchronization depends on API availability from both platforms.

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