Process Street and Okta Integration

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Automate user onboarding: When a new user is added in Okta, automatically trigger a welcome checklist in Process Street. Latenode's no-code visual editor makes it easy, and you pay only for execution time, not per step.

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Process Street

Okta

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Process Street and Okta

Create a New Scenario to Connect Process Street and Okta

In the workspace, click the β€œCreate 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 Process Street, triggered by another scenario, or executed manually (for testing purposes). In most cases, Process Street or Okta will be your first step. To do this, click "Choose an app," find Process Street or Okta, and select the appropriate trigger to start the scenario.

Add the Process Street Node

Select the Process Street node from the app selection panel on the right.

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Configure the Process Street

Click on the Process Street node to configure it. You can modify the Process Street URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Process Street

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Run node once

Add the Okta Node

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

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Authenticate Okta

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

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Configure the Process Street and Okta 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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Run node once

Set Up the Process Street and Okta 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 Process Street, Okta, 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 β€œRun once” and triggering an event to check if the Process Street and Okta integration works as expected. Depending on your setup, data should flow between Process Street and Okta (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Process Street and Okta

Okta + Process Street + Slack: When a new user is created in Okta, a welcome checklist is automatically created in Process Street. A welcome message is then sent to the new employee via Slack.

Okta + Process Street + Google Sheets: When Okta registers an event (e.g., user deactivation), a Process Street offboarding checklist is initiated. The details of the deactivation are logged in a Google Sheet.

Process Street and Okta integration alternatives

About Process Street

Use Process Street in Latenode to run repeatable tasks like onboarding or reports as part of larger workflows. Automatically trigger actions in other apps (CRM, databases) when checklist items are completed, keeping processes moving. This avoids manual updates and ensures audit trails, all at Latenode's execution-based pricing.

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.

See how Latenode works

FAQ Process Street and Okta

How can I connect my Process Street account to Okta using Latenode?

To connect your Process Street account to Okta on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Process Street and click on "Connect".
  • Authenticate your Process Street and Okta accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automate user provisioning based on Process Street checklists?

Yes, you can! Latenode enables real-time automation, triggering Okta user creation/modification directly from Process Street checklist completions. Streamline onboarding and maintain security.

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

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

  • Automatically creating Okta users when a Process Street onboarding checklist is completed.
  • Updating Okta user profiles based on data collected in Process Street forms.
  • Triggering a Process Street checklist when a new user is added to Okta.
  • Revoking Okta access when an offboarding checklist in Process Street is completed.
  • Synchronizing user data between Process Street and Okta for consistent records.

How secure is the Process Street and Okta integration?

Latenode uses secure authentication and encryption methods to protect your data during Process Street and Okta integration, ensuring data privacy.

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

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

  • Complex Process Street workflows with numerous conditional branches may require advanced configuration.
  • Okta API rate limits may affect high-volume automation scenarios.
  • Custom field mappings may require initial setup and testing to ensure data accuracy.

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