Okta and SmartSuite Integration

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Automatically provision SmartSuite access based on Okta user roles, ensuring secure and role-based access control. Latenode’s visual editor simplifies complex logic while JavaScript nodes allow advanced permission schemes that can scale affordably.

Swap Apps

Okta

SmartSuite

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Okta and SmartSuite

Create a New Scenario to Connect Okta and SmartSuite

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

Sign In

Run node once

Add the SmartSuite Node

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

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SmartSuite

Authenticate SmartSuite

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

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Connect SmartSuite

Sign In

Run node once

Configure the Okta and SmartSuite 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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Select an action *

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The action ID

Run node once

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

Okta + SmartSuite + Slack: When a new user is added to Okta, a new record containing the user's information is created in SmartSuite. Subsequently, a message is sent to a specified Slack channel to notify the team about the new user.

SmartSuite + Okta + Google Sheets: When a record in SmartSuite is updated, specifically when it reaches a certain stage, the workflow automatically gets the user's details. It then updates the user's profile in Okta and logs the event, including the user's information and the stage reached, in a Google Sheet.

Okta and SmartSuite 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 SmartSuite

Use SmartSuite in Latenode to build flexible data workflows. Automate tasks like project management, CRM updates, or inventory tracking. Latenode adds custom logic, AI processing, and file handling to SmartSuite's structured data, creating scalable solutions that go beyond basic automation.

See how Latenode works

FAQ Okta and SmartSuite

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

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

Can I automatically provision SmartSuite users from Okta?

Yes, you can! Latenode enables seamless user provisioning. Automatically create SmartSuite users directly from Okta, saving time and ensuring consistent access control. Use no-code or add custom logic.

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

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

  • Automatically creating new SmartSuite users upon Okta user creation.
  • Updating SmartSuite user profiles when Okta profile information changes.
  • Revoking SmartSuite access when a user is deactivated in Okta.
  • Triggering SmartSuite project updates based on Okta group membership.
  • Syncing Okta user roles to SmartSuite permission levels.

How secure is the Okta integration on Latenode?

Latenode uses industry-standard security protocols for secure data transmission and storage, ensuring the safety of your Okta and SmartSuite data.

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

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

  • Complex Okta group structures might require custom JavaScript logic.
  • Real-time synchronization depends on the Okta and SmartSuite API rate limits.
  • Custom SmartSuite fields require proper mapping during setup.

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