Okta and Process Street Integration

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Automatically provision users in Process Street after Okta authentication. Latenode's visual editor makes complex onboarding flows simple, plus you can add custom logic with JavaScript for advanced role management, and scale without cost concerns thanks to execution-based pricing.

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Okta

Process Street

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Okta and Process Street

Create a New Scenario to Connect Okta and Process Street

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

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

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Authenticate Process Street

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

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Configure the Okta and Process Street 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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Process Street Oauth 2.0

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Run node once

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

Okta + Process Street + Slack: When a new user is added to Okta, a Process Street onboarding checklist is automatically created. Upon creation of the checklist, a welcome message is sent to the new user in Slack.

Process Street + Okta + Google Sheets: When an Okta access review is completed in Process Street, the details of the review are logged into a Google Sheet for compliance reporting purposes. The Okta user information can be retrieved with the Okta action Get User.

Okta and Process Street 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 Process Street

Use Process Street in Latenode to run repeatable tasks like onboarding or reports as part of larger workflows. Automatically trigger actions in other apps (CRM, databases) when checklist items are completed, keeping processes moving. This avoids manual updates and ensures audit trails, all at Latenode's execution-based pricing.

See how Latenode works

FAQ Okta and Process Street

How can I connect my Okta account to Process Street using Latenode?

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

Can I automatically provision Process Street users from Okta?

Yes, you can! Latenode's flexible logic lets you auto-create Process Street users whenever new user accounts are created in Okta, saving time and ensuring consistent access.

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

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

  • Automatically create Process Street users from new Okta accounts.
  • Update Process Street user roles based on Okta group memberships.
  • Trigger Process Street checklists when an Okta user is deactivated.
  • Synchronize user profile data between Okta and Process Street.
  • Monitor Process Street activity based on Okta authentication events.

How does Latenode handle Okta authentication securely?

Latenode uses secure authentication protocols, like OAuth 2.0, to handle Okta integrations, ensuring your data remains protected at all times.

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

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

  • Complex Okta policies may require custom JavaScript code.
  • Real-time synchronization depends on the rate limits of both APIs.
  • Some advanced Process Street features may not be directly supported.

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