How Certifier integrates with Okta
Okta and Certifier connect through Zapier, an automation platform that sends information between apps when a predefined event happens.
This information can include an Okta user’s name, email, and group membership or app assignment. When Okta adds a user to a qualifying group or grants them access to an app, Zapier sends these details to Certifier, which fills your chosen template and automatically issues a certificate, badge, or credential.
You set the credential design, expiry date, and renewal reminder once, and the same rules apply to every future qualifying user. Certifier can also trigger access changes in Okta, adding recipients to groups after issuance or removing them after credential expiry.
Certifier and Okta workflow
Available workflows (2)
User added to Okta group > Issue Certifier credential
Certifier credential expired > Remove user from Okta group
Setup steps
- 1
Create a new Zap and select Okta as the trigger, then connect your account.
- 2
Select “New Event” and enter “group.user_membership.add” for new users or “application.user_membership.add” for new assignments.
- 3
Click the + icon, select Filter, and choose Filter by Zapier. Set Target Display Name to “(Text) Exactly matches” for your group or app name.
- 4
For the action, select Certifier and choose “Issue Credential.”
- 5
Select the Certifier group containing your chosen template and map the recipient name and email fields from your Okta trigger.
- 6
To remove access after expiry, create a second Zap with Certifier’s “Credential Expired” trigger and Okta’s “Remove User From Group” action.
Key benefits
Low-risk starting plan
Certifier supports 250 free annual credentials, with bulk issuing, integration compatibility, and built-in credential verification included.
Flexible credential lifecycle
Live credentials can be updated or deleted instantly as needed, with the option to set new expiry dates for time-limited programs.
Self-service verification
Each credential links to a public, login-free page where auditors can check the issuer, issue date, and current validity status.
Is this integration right for you?
Vendor access managers
Use credential validity to simplify contractor access controls, removing app permissions automatically after expiry.
Identity and access teams
Enforce SAML SSO to give approved administrators Certifier access through their existing company accounts.
IT administrators
Use audit logs to trace credential administration and API activity during security reviews or troubleshooting.
Frequently asked questions
No, removing users from an Okta group only revokes access to apps assigned through that group. Access can persist if the app is assigned to the same user directly or through another group.
Before automating removal, check that the target group is the user’s only source of access. Also review the full credential integration workflow to avoid conflicting rules.
Yes. With Certifier’s Zapier integration, you can add a Filter step after the “Credential Expired” trigger. In the filter, choose the Certifier field that identifies the credential group you want to monitor. Next, set the condition to “Exactly matches” and enter the group value.
Zapier will then run the Okta removal step only for expired credentials from that group. Note that Zapier Filters require a paid Zapier plan.
To avoid potential misconfiguration issues, test the group removal workflow with a test user before enabling it for everyone.
Confirm that Certifier sends the correct email and Okta finds the right account. Then check that the filter blocks unrelated credentials and that group removal only affects the intended app access.
Yes, Certifier Enterprise supports SAML 2.0 SSO with Okta. Team members can sign in through the company identity provider instead of maintaining separate Certifier credentials.
SSO applies across the Certifier organization, and users must be assigned to the Certifier app in Okta before you invite them.
Yes, expirable credentials are available on Certifier’s Professional plan and above. The free Starter plan still includes credential customization, individual and bulk issuing, plus the Zapier integration and “Issue Credential” action.
However, expiry-based workflows—such as removing Okta group access when a credential expires—require a paid Certifier plan.
