Using Okta actions in action flows

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<p id="docs-ai-summary-toggle">Verified AI summary <span id="up-triangle">◀</span><span id="down-triangle">▼</span></p>
<p id="docs-ai-summary-content">Integrate Okta with action flows to automate user management tasks like creating, updating, activating, or deactivating users, and managing group memberships. Use a dedicated service account for secure connections and authorize necessary scopes. This integration streamlines processes and enhances collaboration across platforms while maintaining security by following best practices.</p>
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<div class="body">
<div class="p">By connecting the <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8855513857306" target="_blank">action builder</a> to external systems, such as Okta, admins can
integrate Zendesk with external systems in automated workflows, improving collaboration
and maintaining a seamless experience across multiple platforms.<div class="note" id="zug_action_flow_external_Okta__note_g5q_qjr_q3c">
<span class="notetitle">Note:</span> The steps associated with external systems in action flows are
referred to collectively as <em class="ph i">external actions</em>.</div>
</div>
<div class="p">This article contains the following topics:<ul class="ul" id="zug_action_flow_external_Okta__ul_ysp_sn4_zgc">
<li class="li"><a class="xref" href="#topic_fcs_gtn_g3c">Connecting Okta to action builder</a></li>
<li class="li"><a class="xref" href="#topic_z1q_htn_g3c">Using Okta actions in action flows</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_fcs_gtn_g3c">
<h2 class="title topictitle2" id="ariaid-title2">Connecting Okta to action builder</h2>
<div class="body">
<p class="p">Before you can include external actions in your action flows, you must connect the
action builder to the external system.</p>
<div class="p">When connecting to external systems for use in action flows, the following best practices are recommended:<ul class="ul" id="topic_fcs_gtn_g3c__d8e13">
<li class="li">All external actions performed by an action flow are attributed to the user who connected the
external system. Therefore, it's a best practice to use a dedicated service
account rather than personal credentials when connecting to each external
system.</li>
<li class="li">All integrations request access to necessary scopes. However, it's important that you review and validate the scopes before authorizing the connection to the external system.</li>
<li class="li">When managing credentials for API key-based tools, such as OpenAI, it's best to store keys in a secure vault or credential manager.</li>
</ul>
</div>
<div class="p">
<strong class="ph b">Step 1: Create an OAuth Application in Okta</strong><ol class="ol" id="topic_fcs_gtn_g3c__ol_efb_1lr_q3c">
<li class="li">Sign in to your Okta Admin Console as an administrator.</li>
<li class="li">Navigate to <strong class="ph b">Applications &gt; Applications</strong>.</li>
<li class="li">Click <strong class="ph b">Create App Integration</strong>.</li>
<li class="li">Select <strong class="ph b">OIDC - OpenID Connect</strong>, then <strong class="ph b">Web Application</strong>.</li>
<li class="li">Configure the application:<ul class="ul" id="topic_fcs_gtn_g3c__ul_onh_dlr_q3c">
<li class="li">
<strong class="ph b">App integration name:</strong> Enter a meaningful name (for example:
"Zendesk Action Flow Connector").</li>
<li class="li">
<strong class="ph b">Grant type:</strong> Select Authorization Code.</li>
<li class="li">
<strong class="ph b">Sign-in redirect URI:</strong> Enter
<code class="ph codeph">https://zis.zendesk.com/api/services/zis/connections/oauth/callback</code>.</li>
<li class="li">
<strong class="ph b">Sign-out redirect URI:</strong> Enter
<code class="ph codeph">https://zis.zendesk.com/api/services/zis/connections/oauth/callback</code>.</li>
<li class="li">
<strong class="ph b">Controlled access:</strong> Assign the appropriate users and
groups.</li>
</ul>
</li>
<li class="li">Click <strong class="ph b">Save</strong>.</li>
<li class="li">After saving, securely record the following generated values:<ul class="ul" id="topic_fcs_gtn_g3c__ul_ojg_jlr_q3c">
<li class="li">Client ID</li>
<li class="li">Client Secret</li>
</ul>
</li>
<li class="li">Navigate to <strong class="ph b">Security &gt; API &gt; Authorization Servers</strong> to view and record
your Okta domain URL.</li>
</ol>
</div>
<p class="p"><strong class="ph b">Step 2: Configure the Okta connector in Admin Center</strong></p>
<div class="p">
<ol class="ol" id="topic_fcs_gtn_g3c__ol_psh_lk4_zgc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_apps_integrations_icon.png">
<strong class="ph b">Apps and integrations</strong> in the sidebar, then select <strong class="ph b">Actions &gt; Action
flows</strong>.</span></li>
<li class="li">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8855601898266" target="_blank">Create</a> or <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9052312956570" target="_blank">edit</a> an action flow.</li>
<li class="li">Open the step sidebar.</li>
<li class="li">Under <strong class="ph b">External actions</strong>, click <strong class="ph b">Okta</strong>.</li>
<li class="li">Click <strong class="ph b">Connect</strong>.</li>
<li class="li">Enter these values in their respective fields:<ul class="ul" id="topic_fcs_gtn_g3c__ul_zkl_fkr_q3c">
<li class="li">Client ID</li>
<li class="li">Client Secret</li>
<li class="li">Base URL (your Okta domain, for example:
<code class="ph codeph">https://your-domain.okta.com</code>)</li>
</ul>
</li>
<li class="li">Follow Okta's prompts to authenticate and complete the connection.<p class="p">The
following scopes must be authorized during the OAuth connection process:
<code class="ph codeph">openid</code>, <code class="ph codeph">okta.users.read</code>,
<code class="ph codeph">okta.users.manage</code>,
<code class="ph codeph">okta.groups.read</code>,
<code class="ph codeph">okta.groups.manage</code>.</p>
<div class="note" id="topic_fcs_gtn_g3c__note_zrf_sjr_q3c">
<span class="notetitle">Note:</span> All external actions performed by an action flow are attributed to the
user who connected the external system. Therefore, it is a best practice
to use a dedicated service account rather than personal credentials when
connecting to each external system.</div>
</li>
</ol>
</div>
<p class="p">After you've connected to the system, you'll see an indicator that it's connected and
details about the instance you're connected to, as well as the actions available for
Okta.</p>
<div class="note important" id="topic_fcs_gtn_g3c__note_m2y_l2y_q3c">
<span class="importanttitle">Important:</span> Use the Okta connector with caution, as it
interacts directly with your Identity and Access Management system and handles
sensitive authentication and authorization information. Misconfiguration or improper
use can lead to unauthorized access, breaches, or compromise of your platform
security. Follow best security practices, including the principle of least privilege
and secure credential management.</div>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_z1q_htn_g3c">
<h2 class="title topictitle2" id="ariaid-title3">Using Okta actions in action flows</h2>
<div class="body">
<p class="p">Okta action steps can be used to manage users, activate or deactivate accounts, and
manage group memberships.</p>
<div class="p">The following Okta actions are available:<ul class="ul" id="topic_z1q_htn_g3c__ul_jby_q44_zgc">
<li class="li"><a class="xref" href="#topic_lck_r44_zgc">Create user</a></li>
<li class="li"><a class="xref" href="#topic_j13_3nr_q3c">Update user
profile</a></li>
<li class="li"><a class="xref" href="#topic_pt4_4nr_q3c">Activate user</a></li>
<li class="li"><a class="xref" href="#topic_txc_5nr_q3c">Deactivate user</a></li>
<li class="li"><a class="xref" href="#topic_o41_wnr_q3c">Add user to group</a></li>
<li class="li"><a class="xref" href="#topic_bt1_14r_q3c">Remove user from
group</a></li>
<li class="li"><a class="xref" href="#topic_c1r_c4r_q3c">Lookup user</a></li>
<li class="li"><a class="xref" href="#topic_xkx_h4r_q3c">Lookup group</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested2" id="topic_lck_r44_zgc">
<h3 class="title topictitle3" id="ariaid-title4">Creating a user</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Create user</em> action to create a user.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_lck_r44_zgc__table_w1w_4nz_hgc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e354" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e356" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e354" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e356" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">First name</code>, <code class="ph codeph">Last
name</code>, <code class="ph codeph">Login</code>,
<code class="ph codeph">Email</code><p class="p">Optional: <code class="ph codeph">Activate
user</code>, <code class="ph codeph">Password</code></p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e354" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e356" style="text-align:left;vertical-align:top;">User details such as <code class="ph codeph">id</code>, <code class="ph codeph">First
name</code>, <code class="ph codeph">Last name</code>,
<code class="ph codeph">Email</code>, <code class="ph codeph">Status</code>
</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested2" id="topic_j13_3nr_q3c">
<h3 class="title topictitle3" id="ariaid-title5">Updating a user profile</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Update user profile</em> action to update a user's profile.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_j13_3nr_q3c__table_k13_3nr_q3c" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e449" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e451" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e449" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e451" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">User ID</code><p class="p">Optional:
<code class="ph codeph">First name</code>, <code class="ph codeph">Last
name</code>, <code class="ph codeph">Login</code>,
<code class="ph codeph">Email</code></p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e449" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e451" style="text-align:left;vertical-align:top;">User details including <code class="ph codeph">id</code>, <code class="ph codeph">First
name</code>, <code class="ph codeph">Last name</code>,
<code class="ph codeph">Email</code>, <code class="ph codeph">Status</code>
</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title6" class="topic nested2" id="topic_pt4_4nr_q3c">
<h3 class="title topictitle3" id="ariaid-title6">Activating a user</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Activate user</em> action to activate a user.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_pt4_4nr_q3c__table_qt4_4nr_q3c" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e541" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e543" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e541" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e543" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">User ID</code>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e541" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e543" style="text-align:left;vertical-align:top;">Success (<code class="ph codeph">true</code> or
<code class="ph codeph">false</code>)</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title7" class="topic nested2" id="topic_txc_5nr_q3c">
<h3 class="title topictitle3" id="ariaid-title7">Deactivating a user</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Deactivate user</em> action to deactivate a user.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_txc_5nr_q3c__table_uxc_5nr_q3c" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e613" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e615" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e613" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e615" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">User ID</code>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e613" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e615" style="text-align:left;vertical-align:top;">Success (<code class="ph codeph">true</code> or
<code class="ph codeph">false</code>)</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title8" class="topic nested2" id="topic_o41_wnr_q3c">
<h3 class="title topictitle3" id="ariaid-title8">Adding a user to a group</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Add user to group</em> action to add a user to a group.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_o41_wnr_q3c__table_p41_wnr_q3c" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e684" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e686" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e684" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e686" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Group ID</code>, <code class="ph codeph">User
ID</code>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e684" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e686" style="text-align:left;vertical-align:top;">Success (<code class="ph codeph">true</code> or
<code class="ph codeph">false</code>)</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title9" class="topic nested2" id="topic_bt1_14r_q3c">
<h3 class="title topictitle3" id="ariaid-title9">Removing a user from a group</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Remove user from group</em> action to remove a user from a group.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_bt1_14r_q3c__table_ct1_14r_q3c" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e758" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e760" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e758" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e760" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Group ID</code>, <code class="ph codeph">User
ID</code>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e758" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e760" style="text-align:left;vertical-align:top;">Success (<code class="ph codeph">true</code> or
<code class="ph codeph">false</code>)</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title10" class="topic nested2" id="topic_c1r_c4r_q3c">
<h3 class="title topictitle3" id="ariaid-title10">Looking up a user</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Lookup user</em> action to look up a user.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_c1r_c4r_q3c__table_d1r_c4r_q3c" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e832" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e834" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e832" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e834" style="text-align:left;vertical-align:top;">
<code class="ph codeph">Login/Email</code> or <code class="ph codeph">User ID</code>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e832" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e834" style="text-align:left;vertical-align:top;">User details such as <code class="ph codeph">id</code>, <code class="ph codeph">First
name</code>, <code class="ph codeph">Last name</code>,
<code class="ph codeph">Email</code>, <code class="ph codeph">Status</code>
</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title11" class="topic nested2" id="topic_xkx_h4r_q3c">
<h3 class="title topictitle3" id="ariaid-title11">Looking up a group</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Lookup group</em> action to look up a group.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_xkx_h4r_q3c__table_ykx_h4r_q3c" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e914" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e916" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e914" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e916" style="text-align:left;vertical-align:top;">
<code class="ph codeph">Group ID</code> or <code class="ph codeph">Group name</code>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e914" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e916" style="text-align:left;vertical-align:top;">Success (<code class="ph codeph">true</code> or
<code class="ph codeph">false</code>)</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
</div>
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