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Insightly CRM & Okta Integration

Okta is an identity management platform designed for enterprises. It provides a variety of features including single sign-on (SSO), multi-factor authentication, user management, and authorization services for the company’s applications. Businesses use the platform to reduce security risks and streamline how they handle applications.

Why integrate Insightly and Okta with AppConnect?

Okta helps large companies manage apps in a secure and convenient manner. Integrating Okta with Insightly helps you automate user provisioning and access management for your teams

Use Cases: Integrating Insightly and Okta with AppConnect

  • Notify an adminstrator to create a user in Insightly Notify an administrator to create a user in Insightly when one is added in Okta. Creating this connection automates the update to your adminstrator, providing key updates to take action at exactly the right time. New employees get access to the right data when they start, making them more productive and efficient.
  • Create automated onboarding sequences With an AppConnect and Okta integration, you can plug the platform into a wide range of event-based workflows. Use the integration to create an app onboarding workflow. When a user receives access to an app, you can trigger Insightly to automatically send the user a notification via email.

Connect to 1000+ apps directly from Insightly

Insightly AppConnect is an integration automation application that makes it easy to build sophisticated integrations and workflows between Insightly and hundreds of applications you use across your entire organization.

Insightly AppConnect comes out of the box with hundreds of pre-built app connectors to all the apps you use every day in your organization. Use AppConnect to create workflows across IT, Marketing, HR, Finance, and Sales and Support. New connectors are added every month.

Build your own integrations with a powerful workflow builder

AppConnect is a very easy to use integration design tool that empowers anyone on your team to build out sophisticated integrations and workflows of any complexity level quickly without having to write any code. Connect to hundreds of apps you already use, map fields, transform and manipulate data, perform calculations, then deploy, schedule and trigger integrations in seconds without servers or IT involvement.

Experience the Insightly platform for yourself