Developers often face the challenge of personalizing Customer Identity flows, which typically involves writing custom code or scripts. However, this approach can be complex, time-consuming, and resource-intensive, limiting the ability to implement personalized campaigns that drive a strong customer experience and promote retention.
To empower developers to personalize Customer Identity flows quickly, Okta has expanded the capabilities of its no-code Identity platform, Okta Workflows. It now includes support for various use cases within the Okta Customer Identity Cloud (CIC).
What is Workflows for CIC?
Okta Workflows is a no-code automation platform for Identity. Customer Identity Cloud (CIC) by Auth0 is a solution for adding authentication and authorization services to (consumer) applications. To help developers extend and customize Customer Identity with custom logic, Auth0 has Actions. Actions provides a visual drag-and-drop interface for building custom Identity flows.
Auth0 Actions
With the new Workflows for CIC capability, developers can use no-code to customize and extend Auth0’s custom logic.
Workflows for CIC have two capabilities:
- Trigger a Workflows flow from an Auth0 Action
- Call the Auth0 Management API through a pre-built connector in Workflows
Workflows for CIC examples
Some examples of what you can accomplish with Workflows for CIC:
- Remediate suspicious login
- Require stricter authentication
- Capture user consent
- Send personalized marketing campaigns
- Provide access to downstream apps upon registration
The example below shows taking action on high-risk customer logins by alerting the security team with a ServiceNow ticket with relevant details.
The screenshot below shows the login flow running when a user logs in.
Auth0 flow calling a Workflows flow
The login flow triggers the Workflows flow shown in the screenshot below:
Flow to check for high-risk logins
With the information received from the Auth0 Login flow, the Workflows flow checks if this is a high-risk login. If it is a high-risk login, it creates a ServiceNow ticket for the security team to respond.
Workflows for CIC templates you can use today
The Workflows team published Workflows for CIC templates you can try today:
| Template | Description |
|---|---|
| Create ServiceNow Ticket for High-Risk Login | Take action on high-risk customer logins by alerting the security team with a ServiceNow ticket. |
| Create Contact in Salesforce | Automatically use Okta Workflows to sync to your CRM and drive new leads. |
| Create Lead in Marketo | Sync customers to Marketo, enabling you to engage with your users to increase engagement and retention quickly. |
| Link New Users to Existing Accounts Based on Email | Streamline Customer Identity management by automatically linking duplicate accounts in Auth0. |
| Add Inactive Users to Marketo List for Remarketing | Re-engage your customers and drive more visits to your website by automatically tracking customers who have yet to log in and reaching out to them. |
| Clean Up Inactive Users | Enhance your application's overall security by removing abandoned accounts, which are less likely to have strong passwords and multi-factor authentication. |
Workflows for CIC resources
The following resources can help you learn more about Workflows for CIC:
