Okta Workflows for Lifecycle Management

Okta Workflows makes automating business processes — like deprovisioning a user and transferring their files or nudging inactive customers to take action — simple. Use our library of connectors that includes Box, Slack, Salesforce, Marketo, OneTrust and more, or call APIs to customise your workflow.

Workflows Example

Easily create workflows that run from left to right. In this example, every time a user is created, Okta creates a Salesforce record and sends a custom notification to a Slack channel.

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NTT Data automates deployment of 120,000 users with Workflows

Workflows allows NTT DATA to customise automation based on user type and geography, making regulatory compliance seamless and eliminating manual processing errors. This automation has driven cost optimisation and allowed the company to focus human resources on other initiatives that can’t be automated.

“I can take a project that might have had 50 people associated with it, and bring it down to two, which has given me enormous efficiency gains,” Williams says. “For my team, the power comes in how they can automate simplistic tasks in a no-code style environment.”

Read the customer journey

Add user roles and permissions during account creation, or convert licenses from paid to free after account deactivation.

Grant access to apps and content

Create a personal Box folder for a newly provisioned employee and add them to Slack rooms relevant to their role and function.

Revoke access at the right time

If a user is inactive for 30 days, send an email warning. If there’s no activity within a specific time period, deactivate the account.

Nudge the right people to act

Notify managers, IT, or app owners after an account is deprovisioned or if an error occurs, so they can take further action.

Grant provisional access, pause processes, or make actions dependent on specific attributes, such as role, country of residence, or team membership.

Allow conditional access

Only grant access after checking a third-party system to see if a user has the correct set of permissions.

Give granular permissions

Revoke access to core business applications and files, while maintaining access to other services, like payroll information.

Grant time-bound access

Create an account and grant access for a contractor for 90 days, and then cut off all access and delete the account.

Catch and fix conflicts during identity creation, such as duplicate usernames or emails.

Clean up messiness during account creation

Create unique identities and resolve user attribute conflicts during creation and import processes.

Simplify email address creation at scale

Automatically create valid email addresses for users with identical names and strip unsupported characters, like accents.

Automatically create tables based on changes in user lifecycle states, and then share them across your organisation on a regular schedule.

Send critical data to the right team

Automatically create a table of deactivated contractors and email it to the compliance team on the first of every month.

Regularly call out to a third-party system

Get a weekly report of all users who have not signed into a specific app in the last month.

Spend more time writing code that matters to your organisation by replacing lines of code with workflows and creating app connections to your unique business.

Replace custom code with a workflow

Use a workflow to automate lines of code you’d rather not write, such as lightweight data transformation or filtering.

Customise Workflows to your business

Extend our library of connectors by connecting to public APIs, custom internal apps, and making raw HTTP requests.

Learn more about Workflows

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