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How to connect Okta and Smartsheet
Create a New Scenario to Connect Okta and Smartsheet
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 Smartsheet will be your first step. To do this, click "Choose an app," find Okta or Smartsheet, 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 Smartsheet Node
Next, click the plus (+) icon on the Okta node, select Smartsheet from the list of available apps, and choose the action you need from the list of nodes within Smartsheet.
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Authenticate Smartsheet
Now, click the Smartsheet node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Smartsheet settings. Authentication allows you to use Smartsheet through Latenode.
Configure the Okta and Smartsheet 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 Smartsheet 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, Smartsheet, 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 Smartsheet integration works as expected. Depending on your setup, data should flow between Okta and Smartsheet (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 Smartsheet
Okta + Smartsheet + Slack: When a new user is created in Okta, their information is added to a designated Smartsheet. Subsequently, a notification is sent to a specific Slack channel announcing the new user.
Smartsheet + Okta + Google Sheets: When a new event occurs in Smartsheet, such as a new row being added representing an Okta access request, the details are logged in a Google Sheet for tracking and summary.
Okta and Smartsheet 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 Smartsheet
Use Smartsheet in Latenode to automate project tracking and data collection. Update sheets from any trigger, like form submissions or database changes. Automate reporting by sending data to other apps and skip manual updates. Low-code tools and JS nodes add custom logic for advanced workflow control.
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FAQ Okta and Smartsheet
How can I connect my Okta account to Smartsheet using Latenode?
To connect your Okta account to Smartsheet 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 Smartsheet accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically provision Smartsheet users from Okta groups?
Yes, you can! Latenode lets you automate user provisioning with custom logic, including no-code blocks and JavaScript, ensuring seamless user management between Okta and Smartsheet.
What types of tasks can I perform by integrating Okta with Smartsheet?
Integrating Okta with Smartsheet allows you to perform various tasks, including:
- Automatically create Smartsheet rows for new Okta users.
- Update Smartsheet user details when Okta profiles change.
- Manage Smartsheet access based on Okta group memberships.
- Trigger alerts in Smartsheet for suspicious Okta login activity.
- Synchronize Okta user deprovisioning with Smartsheet access removal.
Can I use JavaScript within Latenode to transform Okta data for Smartsheet?
Yes! Latenode allows you to use JavaScript code blocks to transform Okta data, tailoring it perfectly for Smartsheet's format and ensuring accurate data transfer.
Are there any limitations to the Okta and Smartsheet integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Okta group structures may require custom JavaScript for complete synchronization.
- Real-time synchronization depends on the API request limits of both Okta and Smartsheet.
- Initial data migration might require manual setup for large datasets.
