--- title: "Connect Salesmsg to Okta - APIANT.ai" description: "When \"Contact Updated\" fires in Salesmsg, your agent runs \"Add User to Group\" in Okta." canonical: "https://apiant.ai/connect/salesmsg-to-okta" --- # Connect Salesmsg to Okta When **Contact Updated** fires in [Salesmsg](https://apiant.ai/connections/salesmsg), your agent runs **Add User to Group** in [Okta](https://apiant.ai/connections/okta). Describe the whole flow and it is built, tested on every scenario and kept running. Salesmsg **6** triggers Salesmsg **23** actions Okta **22** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Salesmsg and Okta to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Salesmsg can start in Okta - When **Contact Updated** in Salesmsg then **Add User to Group** in Okta - When **New Contact** in Salesmsg then **Create User** in Okta Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Salesmsg and Okta ## Triggers and actions 6 triggers · 45 actions - Trigger **Contact Updated** Triggers when a contact in Salesmsg is created or updated. - Trigger **Missed Incoming Phone Call** Triggers when an incoming phone call to your Salesmsg number is missed. - Trigger **New Contact** Triggers when a new contact is created in Salesmsg. - Trigger **New Contact Opted-Out** Triggers when a contact in Salesmsg is opted out of text messaging. - Trigger **New or Updated Conversation** Triggers when an open Salesmsg conversation starts or gets a new message (its latest message time changes). Returns the conversation, including its contact and inbox, not the message text. - Trigger **New Phone Call Received** Triggers when a new incoming phone call is logged in Salesmsg call history. - Action **Add broadcast** Creates a broadcast in Salesmsg that sends a message from one of your numbers to the selected contacts, now or on a schedule, or saves it as a draft. Returns the new broadcast. - Action **Add tag** Creates a new tag in your Salesmsg account that can then be applied to contacts. - Action **Add Tag to Contact** Adds an existing tag to a Salesmsg contact. - Action **Assign conversation** Assigns a conversation to a team member. Leave the user blank to set the conversation to Unassigned. - Action **Close conversation** Closes a conversation for everyone on the team. The conversation and its messages stay visible under Closed Conversations, and the closed conversation is returned. - Action **Create Note** Creates a note on a Salesmsg contact. - Action **Create or Update Contact** Creates a Salesmsg contact for a phone number, or returns the existing contact with that number, setting name and email. - Action **Delete contact** Deletes a contact from your Salesmsg account. - Action **Delete note** Permanently deletes a note from a Salesmsg contact and returns the vendor's confirmation message. - Action **Find Contact** Finds contacts whose name, email or phone number matches a search term. - Action **Find Salesmsg Member** Searches the members of your Salesmsg organization by name or email and returns the matches. - Action **Get contact** Returns a Salesmsg contact by its id, including its tags, notes and custom field values. - Action **Get conversation** Returns a conversation by its ID, including its contact participants, owner, assigned user, phone number, status dates and reassignment history. - Action **List conversations** Returns the conversations in the connected Salesmsg account that match a status filter, with each conversation's contact, owner and number details. - Action **List tags** Returns the tags in the Salesmsg account, with optional search, sorting and filtering by tag. - Action **List teams** Returns the teams (inboxes) in your Salesmsg organization, with each team's name, owner and phone number. - Action **Opt-in a contact** Opts a contact back in so messages can be sent to them again, and returns the updated contact. A contact who opted out by replying (a hard opt-out) cannot be opted in this way. - Action **Opt-Out a Contact** Opts out a Salesmsg contact so they no longer receive messages from your local and toll-free numbers. Returns the updated contact. - Action **Phone Number Lookup (PhoneCheckr)** Looks up a phone number and returns its formatted form, country, carrier and line type. - Action **Remove Tag From Contact** Removes a tag from a Salesmsg contact. - Action **Send a Text Message (SMS / MMS)** Sends an SMS or MMS text message to a phone number from one of your Salesmsg inboxes. - Action **Update contact custom field** Updates the value of one custom field on a Salesmsg contact and returns the updated contact. - Action **Update note** Updates the text of an existing note on a Salesmsg contact. - 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. ## Each app on its own - [ **Salesmsg** Salesmsg is a two-way text messaging software to allows you to send and receive text messages online from...](https://apiant.ai/connections/salesmsg) - [ **Okta** Okta helps companies manage and secure user authentication into modern applications, and for developers to...](https://apiant.ai/connections/okta) Reviews ## What our customers say ## More from Salesmsg - [ **Salesmsg to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/salesmsg-to-slack) - [ **Salesmsg to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/salesmsg-to-stripe) - [ **Salesmsg to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/salesmsg-to-shopify) - [ **Salesmsg to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/salesmsg-to-trello) - [ **Salesmsg to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/salesmsg-to-zoom) - [ **Salesmsg to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/salesmsg-to-twilio) ## More into Okta - [ **HubSpot to Okta** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-okta) - [ **Salesforce to Okta** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-okta) - [ **Slack to Okta** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-okta) - [ **Google Sheets to Okta** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-okta) - [ **Gmail to Okta** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-okta) - [ **Google Calendar to Okta** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-okta) Questions ## Salesmsg and Okta, answered ### ### What can start an automation from Salesmsg? Any of Salesmsg's 6 triggers in the catalog, including Contact Updated, New Contact, New Contact Opted-Out and New or Updated Conversation. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Okta when something happens in Salesmsg? Any of Okta's 22 actions, including Create User, Update group, Update user and Activate User. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Okta to Salesmsg? Okta has no triggers in the catalog today, so automations start in Salesmsg. If you need the other direction, ask: your agent reads Okta's API documentation and adds it. ### ### Do I have to build a connector for Salesmsg or Okta? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Salesmsg and Okta without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.