Okta and WhatConverts Integration

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Secure lead data by connecting Okta user authentication to WhatConverts call tracking. Latenode’s visual editor simplifies complex logic and scales affordably, so you can precisely attribute leads and improve marketing ROI with confidence.

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Okta

WhatConverts

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Okta and WhatConverts

Create a New Scenario to Connect Okta and WhatConverts

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

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Connect Okta

Sign In

Run node once

Add the WhatConverts Node

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

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Okta

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WhatConverts

Authenticate WhatConverts

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

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Okta

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WhatConverts

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#2 WhatConverts

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Connection *

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Connect WhatConverts

Sign In

Run node once

Configure the Okta and WhatConverts 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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WhatConverts

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Connect WhatConverts

WhatConverts Oauth 2.0

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Select an action *

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Map

The action ID

Run node once

Set Up the Okta and WhatConverts 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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WhatConverts

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Trigger on Webhook

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Save and Activate the Scenario

After configuring Okta, WhatConverts, 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 WhatConverts integration works as expected. Depending on your setup, data should flow between Okta and WhatConverts (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 WhatConverts

WhatConverts + Okta + Slack: When WhatConverts identifies a new lead, the workflow checks the user's Okta profile. If suspicious activity is detected using Okta's New Event trigger, a notification is sent to the security team via Slack.

Okta + WhatConverts + Salesforce: When a new user is created in Okta, if WhatConverts tracks their company, a lead is created in Salesforce.

Okta and WhatConverts 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 WhatConverts

Capture and analyze marketing leads in WhatConverts, then pipe data to Latenode to automate follow-ups. Qualify leads based on source & behavior using Latenode's no-code tools, triggering custom CRM updates or personalized email sequences. Scale lead management without complex coding.

See how Latenode works

FAQ Okta and WhatConverts

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

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

Can I track new Okta user conversions?

Yes, you can! Latenode lets you build workflows that trigger actions in WhatConverts when new users are added in Okta, helping you measure the impact of user onboarding with precision.

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

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

  • Track which Okta users generate leads via WhatConverts.
  • Automatically update user profiles in WhatConverts from Okta data.
  • Trigger personalized marketing campaigns based on Okta user activity.
  • Send lead notifications to Okta users based on WhatConverts data.
  • Create detailed conversion reports tied to Okta user segments.

Can I automate lead assignment from WhatConverts to Okta groups?

Yes, with Latenode. Automatically assign qualified leads to specific Okta groups, ensuring efficient lead distribution and follow-up within your organization.

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

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

  • Complex Okta workflows might require custom JavaScript nodes.
  • Real-time data sync depends on the API limits of both Okta and WhatConverts.
  • Initial setup requires admin privileges for both Okta and WhatConverts.

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