Connect Projectworks to Okta

Both apps 52Projectworks 30Okta 22

• Trigger
  New Leave Request

  Triggers when a new leave request is created.

• Action
  Add expense claim

  Creates an expense claim against a project and module for a user, optionally with an attached receipt file.

• Action
  Add task

  Creates a task under a budget (module) of a Projectworks project.

• Action
  Create Budget

  Creates a budget (module) on a project.

• Action
  Create Company

  Creates a new client company.

• Action
  Create Leave

  Creates a leave request for a user for one day.

• Action
  Create Project

  Creates a new project.

• Action
  Create Timecode

  Creates a timecode (task) on a project.

• Action
  Create Timesheet Entry

  Creates a timesheet entry.

• Action
  Delete task

  Deletes a task from a Projectworks project.

• Action
  Find ClientID

  Finds a client company by name or external reference.

• Action
  Find CurrencyID

  Finds a currency by its name or code.

• Action
  Find GLCode ID

  Finds a GL code by its code or description.

• Action
  Find ModuleID

  Finds a budget (module) by name or external reference.

• Action
  Find OfficeID

  Finds an office by name or external reference.

• Action
  Find ProjectID

  Finds a project by name, number or external reference.

• Action
  Find TaskID

  Finds a timecode (task) by name or external reference.

• Action
  Find UserID

  Finds a user by name, email address or external reference.

• Action
  Get Budgets

  Returns a list of budgets (modules).

• Action
  Get Clients

  Returns a list of client companies.

• Action
  Get Leave Statuses

  Returns the list of leave statuses.

• Action
  Get Offices

  Returns a list of offices.

• Action
  Get Projects

  Returns a list of projects.

• Action
  Get Timecodes

  Returns a list of timecodes (tasks).

• Action
  Get Timesheet Entries

  Returns a list of timesheet entries.

• Action
  Get Users

  Returns a list of users.

• Action
  List tasks

  Returns tasks in Projectworks, optionally filtered by project, budget, user, name, external reference or last-modified date.

• Action
  Set Resourcing

  Sets the resourcing for a person on a project on a given day.

• Action
  Update CustomFieldValue

  Sets the value of a custom field on a record.

• Action
  Update Timesheet Entry

  Updates a timesheet entry.

• Action
  Activate User

  Activates a staged or deprovisioned Okta user and returns their activation link and token. Activation emails the user unless turned off.

• Action
  Add group

  Creates a new Okta-managed group with a name, an optional description, and any custom group profile attributes defined in your org.

• Action
  Add User to Group

  Adds an existing Okta user to an Okta-managed group.

• Action
  Assign user to application

  Assigns an existing Okta user to an application, optionally setting their app username, password and app profile. Returns the resulting application user.

• Action
  Create User

  Creates a new user in your Okta org, with or without credentials, and returns the new user's id and status.

• Action
  Deactivate User

  Deactivates an Okta user, deprovisioning them from all assigned apps. This cannot be undone by the deactivation itself and may destroy the user's data in those apps.

• Action
  Delete group

  Permanently deletes a group from your Okta org by its ID.

• Action
  Delete user

  Permanently deletes a deactivated Okta user. If the user is still active, this deactivates them instead, and running it a second time deletes them.

• Action
  Find Group by Name

  Returns the Okta groups whose name matches the name you specify, either exactly or by a partial match.

• Action
  Find User by Email

  Returns the Okta users whose primary email matches the email you specify, including deprovisioned users.

• Action
  Get group

  Returns one Okta group by its id, including its profile name, description and any custom attributes.

• Action
  Get user

  Returns one Okta user, including their status, timestamps, credentials summary, and standard and custom profile attributes. An error occurs if the user is not found.

• Action
  List applications

  Returns the applications in your Okta org, optionally narrowed by a name or label prefix or a filter expression.

• Action
  List group members

  Returns the users who are members of an Okta group, with their profiles, including any custom attributes. Results can be narrowed with a search expression.

• Action
  List groups

  Returns the groups in your Okta organization, optionally narrowed by a search, filter or name match.

• Action
  List users

  Returns the users in your Okta organization, optionally narrowed by a search, filter or name query.

• Action
  Remove User From Group

  Removes a user from a group managed directly in Okta. The user account itself is not changed.

• Action
  Reset user password

  Starts a password reset for an Okta user and either emails them the reset link or returns the link. The user moves to Recovery status and can't sign in until they finish the reset.

• Action
  Suspend User

  Suspends an active Okta user so they can't sign in, while keeping their group and app assignments. Suspended users can later be unsuspended or deactivated.

• Action
  Unsuspend user

  Unsuspends a suspended Okta user and returns them to the Active state.

• Action
  Update group

  Updates the name, description or custom attributes of an Okta-managed group. Anything left blank keeps its current value.

• Action
  Update user

  Updates an existing Okta user's profile, including custom profile attributes, or credentials. Fields left blank keep their current values.

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