Namely
Okta
zapier

An automated workflow using zapier

Connects Namely + Okta

Create Okta users for new Namely employees

About this workflow template

This automation scenario allows you to connect Namely and Okta

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Diagram

Create Okta users for new Namely employees
Workflow diagram: Namely + Okta integration

How it works?

When this trigger fires in Namely

Namely

New Employee in Namely

Triggers when a new employee is created.

Then this action happens in Okta

Okta

Create User in Okta

Creates a user without credentials, and sends them an e-mail with an account creation prompt.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create Okta users for new Namely employees.

Part I

Configure Applications

First, we need to connect Namely and Okta to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Namely to Zapier.

    Connect Namely to Zapier.

    Give Zapier access to your Namely account, using Namely credentials.

  • Connect Okta to Zapier.

    Connect Okta to Zapier.

    Give Zapier access to your Okta account, using Okta credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Namely

    Set up a Trigger action for Namely

    Choose the following trigger: New Employee (Triggers when a new employee is created.).

  • Then set up an Action for Okta

    Then set up an Action for Okta

    Choose this action: Create User (Creates a user without credentials, and sends them an e-mail with an account creation prompt.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Namely and Okta.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Create Okta users for new Namely employees!

Supported triggers and actions

  • Namely

    New created user

    New created user

    pipedream
    triggerbypipedream
  • Namely

    New updated user

    New updated user

    pipedream
    triggerbypipedream
  • Namely

    New employee

    Triggers when a new employee is created.

    zapier
    triggerbyzapier
  • Namely

    New job title

    Used to get a list of job titles for a dynamic dropdown.

    zapier
    triggerbyzapier
  • Namely

    Create user

    Create user

    pipedream
    actionbypipedream
  • Namely

    Get user

    Get user

    pipedream
    actionbypipedream
  • Okta

    Create user

    Creates a user without credentials, and sends them an e-mail with an account creation prompt.

    zapier
    actionbyzapier
  • Okta

    Create a user

    Creates a new user.

    integromat
    actionbyintegromat
  • Okta

    Get a user

    Gets a single user's info.

    integromat
    actionbyintegromat
  • Okta

    Make an api call

    Performs an arbitrary authorized API call.

    integromat
    actionbyintegromat
  • Okta

    Update a user

    Updates user's profile and credentials.

    integromat
    actionbyintegromat
  • Okta

    Search users

    Searches for users or lists them all.

    integromat
    actionbyintegromat