Connect SmartMatchApp to Okta

Both apps 50SmartMatchApp 28Okta 22

• Trigger
  New Client

  Triggers when a new client is created.

• Trigger
  New Client Note

  Triggers when a note is added to a client.

• Trigger
  New Task

  Triggers when a new task is created.

• Action
  Create Client

  Creates a new client in your SmartMatchApp agency and returns its ID.

• Action
  Create Client Match

  Creates a match between a client and another client and returns the match ID.

• Action
  Create Client Note

  Adds a note to a client and returns the note ID.

• Action
  Create Email Draft

  Creates an email draft and returns its ID.

• Action
  Create Task

  Creates a task and returns its ID.

• Action
  Create Task Note

  Adds a note to a task and returns the note ID.

• Action
  Delete Client

  Deletes a client.

• Action
  Delete Client Match

  Deletes a client match.

• Action
  Delete Client Note

  Deletes a client note.

• Action
  Delete Email Draft

  Deletes an email draft.

• Action
  Delete Task

  Deletes a task.

• Action
  Find a Client

  Returns clients, newest first, with paging.

• Action
  Get Client

  Returns a client's type, status, created date and assigned users.

• Action
  Get Client Note

  Returns one note on a client.

• Action
  Get Email Draft

  Returns an email draft.

• Action
  Get Task

  Returns a task with its board, status and folder.

• Action
  List Client Matches

  Returns a client's matches.

• Action
  List Client Notes

  Returns a client's notes.

• Action
  List Email Drafts

  Returns email drafts.

• Action
  List Tasks

  Returns tasks, optionally filtered by board, status or assignee.

• Action
  Update Client

  Updates a client's type, status flags or assigned users.

• Action
  Update Client Match

  Updates a client match's group, priorities, due dates or statuses.

• Action
  Update Client Note

  Updates a client note's content or date.

• Action
  Update Email Draft

  Updates an email draft's subject, message or campaign.

• Action
  Update Task

  Updates a task.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.