Microsoft Teams

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Microsoft Sharepoint

Jira

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Azure Active Directory

Microsoft Outlook - Icon

Microsoft Outlook

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Slack

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Notion

Zoom - Icon

Zoom

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Huddle

Jive

GoToWebinar

GoTo Webinar

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Teamwork

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GoTo Meeting

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Cisco Webex

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Front

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Sedna

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Yammer

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Workplace by Facebook

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OneLogin

Retrieve the authenticated user's profile.

Get user profile

List company records DDL

List organizations DDL

Retrieve total share counts and a list of shared/visible counts by partner.

List overlap counts

List partner populations

List partner records

Retrieve a list of partner records associated with a given company.

List partner records by company

Retrieve a list of partner records associated with a given person.

List partner records by person

List partners

List person records DDL

List populations

List records

Retrieves all records for a given report.

List records by report

List reports

List reports DDL

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Search partner records

Search records

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How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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Sales ops best practices

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Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

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Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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Crossbeam

Collaboration

List factors to enroll DDL

Activates a specific enrollment factor with a passcode.

Activate enrollment factor

Activates a user. This operation can only be performed on users with a STAGED status. Activation of a user is an asynchronous operation.

Activate user

Adds a user to a group with OKTA_GROUP type.

Add user to group

Creates a new group with OKTA_GROUP type in your organisation.

Create group

Creates a new user in your Okta organisation with or without credentials.

Create user

Deactivates a user. This operation can only be performed on users that do not have a DEPROVISIONED status. Deactivation of a user is an asynchronous operation.

Deactivate user

Deletes a user permanently. This operation can only be performed on users that have a DEPROVISIONED status. Using this operation on a user that hasn’t been deactivated causes that user to be deactivated. A second delete operation is required to delete the user.

Delete user

Enrolls a user with the Okta SMS factor and an SMS profile. A text message with an OTP is sent to the device during enrollment and must be activated by following the activate link relation to complete the enrollment process.

Enroll Okta SMS factor

Enrolls a user with the Okta call factor and a call profile. A voice call with an OTP is made to the device during enrollment and must be activated.

Enroll Okta call factor

Enrolls a user with an email factor. An email with an OTP is sent to the primary or secondary (depending on which one is enrolled) email address of the user during enrollment.

Enroll Okta email factor

Enrolls a user with the question factor and question profile.

Enroll Okta security question factor

Enrolls a user with an Okta token:software:totp factor. The factor must be activated after enrollment by following the activate link to complete the enrollment process.

Enroll Okta verify TOTP factor

Retrieves a factor for the specified user.

Get factor

Retrieves a specific group from your organisation.

Get group

Retrieves a user by id, login, or login shortname (if the shortname is unambiguous).

Get user

Retrieves a single user profile custom fields.

Get user profile custom field

Retrieves the schema for a type of user schema.

Get user schema

Get user schema DDL

Unlocks a user with a LOCKED_OUT status and returns them to ACTIVE status. Users will be able to login with their current password.

Unlock user

Retrieves the schema property for the default type of user schema.

Get user schema property

Get user type

Lists all the enrolled factors for the specified user.

List enrolled factors

List enrolled factors DDL

Lists all the supported factors that can be enrolled for the specified user.

List factors to enroll

Lists users that are a member of a group.

List group members

List groups

List groups DDL

Lists all available security questions for a user’s question factor.

List security questions

List security questions DDL

List system logs

List totp providers to enroll DDL

List user profile custom fields

List user profile custom fields DDL

List user types DDL

List users

List users DDL

Reactivates a user. This operation can only be performed on users with a PROVISIONED status.

Reactivate user

Removes a user from a group with OKTA_GROUP type.

Remove user from group

Use the resend link to send another OTP if user doesn’t receive the original activation SMS OTP.

Resends SMS as part of enrollment.

Unenrolls an existing factor for the specified user, allowing the user to enroll a new factor.

Reset factor

Sets passwords without validating existing user credentials. This is an administrative operation.

Set user password (Admin)

Suspends a user. This operation can only be performed on users with an ACTIVE status.

Suspend user

Unsuspends a user and returns them to the ACTIVE state. This operation can only be performed on users that have a SUSPENDED status.

Unsuspend user

Updates the profile for a group with OKTA_GROUP type from your organisation.

Update group

Updates a user‘s profile or credentials.

Update user

Register a new event hook to your organization.

Webhook

Okta

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How to integrate MongoDB

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How to integrate PostgresSQL

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How to integrate Amazon Redshift

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Learn How to Automate Your CSV and Flat File Management

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Developers

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Identity Management

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Experiences

Capabilities

Foundation - Merlin AI and Enterprise Core

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Universal Automation Cloud

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Cvent migrates 500+ legacy integrations and achieves a 95% customer retention rate

Customer Spotlight

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A strategic platform with solutions for mission critical use cases

Solutions

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AVID achieves 194% ROI and $348,293 in annual cost savings

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Resources

TUAC Resources Spotlight - Udemy

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Udemy streamlines self-service to enterprise sales process and saves 20+ hours per month

Crossbeam and Okta integration + automation

Popular Crossbeam and Okta integrations

Crossbeam and Okta Connector Details

Crossbeam

Okta

Tray is the leading AI ready integration and automation platform

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