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Salesforce

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Microsoft Dynamics 365

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ServiceNow

Zendesk Sell

Lever - Icon

Lever

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Agile CRM

Azure Active Directory - Icon

Azure Active Directory

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Aircall

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SalesforceIQ

Mindbody - Icon

Mindbody

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Pipedrive

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Insightly

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Dynamo

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Pipeliner

Freshsale

Freshsales

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Jumio

Fastpath

Infusionsoft

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ConnectWise

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Copper

Creates a new entity and inserts it into a module.

Create specific record

Convert lead

Creates new records or updates existing ones.

Create/Update records

Delete records

Gets information about the current organization

Get organization

Get record

Get user

Checks if the user can convert a record in the current module.

List convertable modules DDL

Checks if the user can create a record in the current module.

List creatable modules DDL

Checks if the user can delete a record in the current module.

List deletable modules DDL

Retrieves the field meta data for the specified module. The fields displayed are from all layouts for the module and the response does not contain layout-specific fields like mandatory fields or picklist values.

List fields DDL

List record IDs DDL

Returns the list available records from a module.

List records

List upsertable modules DDL

List / filter users found in Zoho account 

List users

Checks if the user can view a record in the current module.

List viewable modules DDL

Update records

Updates information about a specific record.

Update specific record

Returns a list of records matching the search criteria.

Search records

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Marketing

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Zoho CRM

Customer Relationship Management (CRM)

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).

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 DDL

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

Raw HTTP request (advanced)

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.

Zoho CRM and Okta integration + automation

Popular Zoho CRM and Okta integrations

Zoho CRM and Okta Connector Details

Zoho CRM

Okta

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