O
Okta - Create PDF, Word, Excel Documents
Okta can connect with Documentero to automatically create documents whenever new identity events occur in your organisation. By linking Okta’s event triggers with Documentero, you can generate reports, access logs, or compliance documents in .docx, .pdf, or .xlsx formats. This integration makes it easier to keep records updated and shareable without manual work. It works through popular automation tools like Make, Zapier, n8n, or directly via API.
Okta
Documentero
Triggers
Watch New Events — Triggers when a new event has occured.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Okta using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Okta using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF audit reports from Okta login events
Create onboarding document packets when new users are added in Okta
Export Okta security alerts into formatted PDF compliance reports
Generate XLSX files of Okta authentication logs for monthly reviews
Produce access change reports in DOCX whenever Okta detects role updates
Automatically create incident documentation from Okta suspicious activity events
Build password reset reports in PDF from Okta event triggers
Generate compliance-ready DOCX files from Okta MFA usage data
Create detailed XLSX logs of Okta user sessions for IT audits
Export Okta account lockout events into structured PDF reports
How you can use Okta + Documentero
Security Report Generation
Create a PDF security report in Documentero whenever Okta logs a new suspicious login event.
User Access Logs
Automatically generate a daily .xlsx file of user activity from Okta events for compliance tracking.
Onboarding Documents
Produce a welcome package in .docx format when a new user account is created in Okta.
Incident Documentation
Generate a detailed incident report in PDF whenever Okta detects a security breach event.
Audit Trail Records
Build monthly compliance documents in Documentero summarizing Okta authentication events.
Setup Guides
Zapier Tutorial: Integrate Okta with Documentero
- Create a new Zap in Zapier.
- Add Okta to the zap and choose one of the triggers (Watch New Events). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Okta trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Okta with Documentero
- Create a new scenario in Make.
- Add Okta to the scenario and choose one of the triggers (Watch New Events). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Okta trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Okta with Documentero
- Create a new workflow in n8n.
- Add Okta to the workflow and choose one of the triggers (Watch New Events). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Okta trigger.
- Execute (or activate) your workflow and verify the output.
