Integrate Salesmate with Okta
Send information between Salesmate and Okta automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Salesmate and Okta using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Activity created
Triggers when a new activity is created
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company 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 deal
Creates a new deal
Create activity
Creates a new activity
Create company
Creates a new company
Create contact
Creates a new contact
Update activity
Updates the details of an existing activity
Update deal
Updates the details of an existing deal
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Fetch company
Fetches the details of a company by name, ID, or website
Fetch contact
Fetches the details of a contact by name, ID, or email
Fetch activity
Fetches the details of an activity by title or ID
Fetch deal
Fetches the details of a deal by title or ID
Unsuspend user
Unsuspends a suspended user
Create user without credentials
Creates a new user without credentials
Deactivate user
Deactivates an user from your Okta people
Activate user
Activates an inactive user
Create user with password
Creates a new user with password
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
Reactive user
Reactives the specified user
Fetch people
Fetches the details of an existing user by user ID, login ID, name, or email address
Fetch group
Fetches the details of an existing group by group ID or name
Remove user from group
Removes the specified user from the selected group
Delete user
Deletes the specified user
What is Salesmate?
Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.
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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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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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