Integrate ClinchPad with Okta
Send information between ClinchPad and Okta automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate ClinchPad and Okta using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Note added
Triggers when a note is added to a lead
Lead created
Triggers when a new lead is created
Lead lost
Triggers when an existing lead is marked as lost
Lead won
Triggers when an existing lead is marked as won
To-do created
Triggers when a to-do is created
User events
Triggers when a user events occurs
Device identity events
Triggers when a device identity event occurs
All Actions - Actions are the automated tasks
Create a lead
Creates a new lead
Create note
Creates a new note for the specified lead
Create to-do
Creates a new to-do for the specified lead
Update to-do
Updates the details of an existing to-do
Fetch lead
Fetches the details of an existing lead using ID
Create user with password
Creates a new user with password
Deactivate user
Deactivates an user from your Okta people
Unsuspend user
Unsuspends a suspended user
Activate user
Activates an inactive user
Create user without credentials
Creates a new user without credentials
Reactive user
Reactives the specified user
Unlock user
Unlocks the locked out user
Assign a role to a user
Assigns a new role to a user
Suspend user
Suspends the specified user
Add user to a group
Adds the specified user to the group
Fetch people
Fetches the details of an existing user by user ID, name, email address or login
Fetch group
Fetches the details of an existing group by group ID or name
Delete user
Deletes the specified user
Remove user from group
Removes the specified user from the selected group
What is ClinchPad?
ClinchPad is a web-based CRM application built for small teams who are looking to transition from a cluster of spreadsheets to a more organized way of tracking leads.
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What is Okta?
Okta is an identity and access management platform that enables secure access, authentication, automation, and more.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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