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How to connect Okta and ServiceM8
Create a New Scenario to Connect Okta and ServiceM8
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 ServiceM8 will be your first step. To do this, click "Choose an app," find Okta or ServiceM8, 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 ServiceM8 Node
Next, click the plus (+) icon on the Okta node, select ServiceM8 from the list of available apps, and choose the action you need from the list of nodes within ServiceM8.
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Authenticate ServiceM8
Now, click the ServiceM8 node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ServiceM8 settings. Authentication allows you to use ServiceM8 through Latenode.
Configure the Okta and ServiceM8 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 ServiceM8 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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ServiceM8
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Okta, ServiceM8, 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 ServiceM8 integration works as expected. Depending on your setup, data should flow between Okta and ServiceM8 (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 ServiceM8
Okta + ServiceM8 + Slack: When a new user is added in Okta, a new client is created in ServiceM8. Then, a notification is sent to a Slack channel to inform the IT team about the new user.
ServiceM8 + Okta + BambooHR: When a job is completed in ServiceM8, the associated technician's profile is updated in Okta. Subsequently, the employee record in BambooHR is also updated to reflect the job completion.
Okta and ServiceM8 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 ServiceM8
Sync ServiceM8 field service data with other apps inside Latenode to automate scheduling, invoicing, and client communication. Use Latenode's visual editor to build custom workflows triggered by ServiceM8 events, avoiding manual data entry. Connect accounting, CRM, and marketing tools, extending ServiceM8's capabilities without complex coding.
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See how Latenode works
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FAQ Okta and ServiceM8
How can I connect my Okta account to ServiceM8 using Latenode?
To connect your Okta account to ServiceM8 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 ServiceM8 accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically provision ServiceM8 users upon Okta user creation?
Yes, you can! Latenode simplifies user provisioning. Automatically create ServiceM8 users, streamlining access and reducing manual admin work. Scale effortlessly with no-code and code options.
What types of tasks can I perform by integrating Okta with ServiceM8?
Integrating Okta with ServiceM8 allows you to perform various tasks, including:
- Automatically create new ServiceM8 employees from Okta user accounts.
- Update ServiceM8 employee details when their Okta profile changes.
- Deactivate ServiceM8 employees when their Okta accounts are disabled.
- Trigger specific ServiceM8 actions based on Okta group memberships.
- Sync Okta user roles to manage ServiceM8 access permissions.
Can I use JavaScript to customize Okta and ServiceM8 workflows?
Yes! Latenode allows adding custom JavaScript code to tailor your Okta and ServiceM8 automations. Extend integrations beyond simple no-code actions with ease.
Are there any limitations to the Okta and ServiceM8 integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization might be subject to API rate limits of Okta and ServiceM8.
- Complex data transformations may require JavaScript knowledge.
- Some advanced ServiceM8 features might not be directly accessible through the API.
