Simplybook and Okta Integration

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Connect Simplybook appointments to Okta user provisioning. Latenode’s visual editor simplifies custom workflows, adding JavaScript for detailed access control. Scale identity-driven scheduling with affordable, execution-based pricing.

Simplybook + Okta integration

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Simplybook

Okta

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Simplybook and Okta

Create a New Scenario to Connect Simplybook 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 Simplybook, triggered by another scenario, or executed manually (for testing purposes). In most cases, Simplybook or Okta will be your first step. To do this, click "Choose an app," find Simplybook or Okta, and select the appropriate trigger to start the scenario.

Add the Simplybook Node

Select the Simplybook node from the app selection panel on the right.

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Simplybook

Configure the Simplybook

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

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Connect Simplybook

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Run node once

Add the Okta Node

Next, click the plus (+) icon on the Simplybook 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 Simplybook 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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Okta Oauth 2.0

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The action ID

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Run node once

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

Simplybook + Okta + Slack: When a new client is added in Simplybook, a corresponding user account is automatically created in Okta. The team is then notified in Slack about the new Okta user.

Okta + Simplybook + Google Sheets: This automation tracks Okta user logins. If a logged-in user is not found as a client in Simplybook, their information is added to a new row in Google Sheets for review.

Simplybook and Okta integration alternatives

About Simplybook

Automate booking workflows with Simplybook in Latenode. Sync schedules, manage appointments, and trigger follow-up actions without manual work. Connect booking data to CRMs, payment gateways, or marketing tools. Latenode's visual builder and flexible integrations make automating complex booking processes easy and scalable, exceeding Simplybook's built-in options.

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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FAQ Simplybook and Okta

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

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

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

Can I automatically provision Simplybook accounts after Okta signup?

Yes! Latenode lets you automate account provisioning, ensuring seamless access. Eliminate manual tasks and free up valuable admin time with our intuitive visual builder and advanced logic.

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

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

  • Automatically creating Simplybook users upon Okta user creation.
  • Updating Simplybook user details based on Okta profile changes.
  • Revoking Simplybook access when a user is deactivated in Okta.
  • Sending personalized welcome messages via Simplybook after Okta signup.
  • Synchronizing user groups between Okta and Simplybook for access control.

HowcanIusetheintegrationtocreatecustomizedreports?

Leverage Latenode's data transformation capabilities to build detailed reports combining data from both Simplybook and Okta, delivering actionable insights.

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

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

  • Complex data transformations may require JavaScript knowledge.
  • The number of operations per month depends on your Latenode subscription plan.
  • Real-time synchronization might be subject to API rate limits of Simplybook and Okta.

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