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How to connect Okta and Vitally
Create a New Scenario to Connect Okta and Vitally
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 Vitally will be your first step. To do this, click "Choose an app," find Okta or Vitally, 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 Vitally Node
Next, click the plus (+) icon on the Okta node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
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Authenticate Vitally
Now, click the Vitally node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Vitally settings. Authentication allows you to use Vitally through Latenode.
Configure the Okta and Vitally 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 Vitally 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, Vitally, 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 Vitally integration works as expected. Depending on your setup, data should flow between Okta and Vitally (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 Vitally
Okta + Vitally + Slack: When a user's role changes in Okta, their profile in Vitally is updated. Subsequently, a notification is sent to the account manager in Slack.
Vitally + Okta + Google Sheets: When a new user is created in Vitally, an account is automatically created in Okta, and their details are then recorded in a Google Sheet.
Okta and Vitally 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 Vitally
Use Vitally in Latenode to centralize customer success data and automate actions based on health scores. Sync data, trigger alerts for at-risk users, and personalize support workflows, all within Latenode's visual editor. Combine Vitally's insights with other tools for smarter, automated customer lifecycle management.
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See how Latenode works
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FAQ Okta and Vitally
How can I connect my Okta account to Vitally using Latenode?
To connect your Okta account to Vitally 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 Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Vitally when Okta user roles change?
Yes, Latenode enables this! Trigger workflows on Okta role changes to instantly update Vitally, ensuring accurate user segmentation and personalized experiences, leveraging Latenode's real-time automation.
What types of tasks can I perform by integrating Okta with Vitally?
Integrating Okta with Vitally allows you to perform various tasks, including:
- Automatically create Vitally users upon Okta user creation.
- Update Vitally user attributes based on Okta profile changes.
- Trigger customer success workflows based on Okta group assignments.
- Sync user deactivations in Okta with Vitally user deactivations.
- Enrich Vitally data with Okta profile information for better insights.
How do I handle Okta authentication errors within Latenodeflows?
Latenode provides robust error handling. Use conditional logic and error-handling blocks to manage authentication failures, ensuring seamless operation.
Are there any limitations to the Okta and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Okta and Vitally APIs may affect performance.
- Complex Okta group structures might require custom JavaScript code.
- Some advanced Vitally features may not have direct Latenode components.
