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.
Namely and Okta can also be integrated using automation tools other than zapier:
When this trigger fires in Namely
Triggers when a new employee is created.
Then this action happens in Okta
Creates a user without credentials, and sends them an e-mail with an account creation prompt.
This guide contains information on how to set up an automatic workflow that allows to Create Okta users for new Namely employees.
Part I
First, we need to connect Namely and Okta to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Namely to Zapier.
Give Zapier access to your Namely account, using Namely credentials.
Connect Okta to Zapier.
Give Zapier access to your Okta account, using Okta credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
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
Choose this action: Create User (Creates a user without credentials, and sends them an e-mail with an account creation prompt.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Namely and Okta.
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!
New created user
New updated user
Triggers when a new employee is created.
Used to get a list of job titles for a dynamic dropdown.
Create user
Get user
Creates a user without credentials, and sends them an e-mail with an account creation prompt.
Creates a new user.
Gets a single user's info.
Performs an arbitrary authorized API call.
Updates user's profile and credentials.
Searches for users or lists them all.
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