Remove the manual step of adding a new Okta user by setting up a trigger.
Below is a step-by-step guide on how to setup this up using triggers and Zapier.
If you haven't connected your account to Typelane, please refer to this guide.
Add employee to Okta
1. Create a trigger in your journey
Open the journey you'd like to add the trigger to and click New Step > Create trigger.
All triggers need a unique name to help Zapier distinguish it from the others.
Configure the Triggered on time you want the trigger to be sent to Zapier. This works exactly like setting the send time for a message where you select days before/after the first or last day.
Triggers are paused when created so you need to Set it live in order for the data to be sent to Zapier.
2. Create your Zap
Now that we have our trigger set up in our journey we need to head over to your Zapier dashboard to create a Zap.
3. Select your trigger
Zaps work by having a trigger and an action. Search for Typelane and select it as the triggering app.
Click continue and select your Typelane account.
Proceed to select which of the triggers you've created should be used for this Zap. For this, I've selected "Add to Okta" which we created above.
You'll be asked to test your trigger. This will fetch some test data from Typelane.
Click continue to set up your action.
3. Select an action
Now we need an action that creates the user in Okta.
Select the app Okta and the event Create user.
Choose which Okta account the user should be added to.
You can use the data returned by Typelane to populate the user fields. This works similar to how our template tag works in the message editor.
Click Test & Continue to send the test data to your Okta account.
Click Turn on Zap and you're all set! The next time you schedule the journey, the employee will be added as a new user in Okta automatically!