Authorization

When you add a Lucidchart card to a flow for the first time, Okta Workflows prompts you to configure the connection. This connection links to your Lucidchart account and saves your account information, so you can reuse the connection for future Lucidchart flows.

You can create multiple unique connections and manage them from the Connections page in the Okta Workflows Console.

Before you begin

  • You must have an active Lucidchart account with the appropriate licensing.

  • REST API Key: Requires a licensed Lucidchart account and access to developer tools.

  • SCIM Bearer Token: Requires a Lucidchart Enterprise subscription with automatic team upgrades and SCIM enabled.

Create a REST API key

A REST API key allows the connector to perform actions on behalf of your user account.

  1. Sign in to Lucidchart account as an admin.
  2. Navigate to the API Keys section.
  3. Click Create API Key. The New API Key dialog box appears.
  4. In the Key name field, enter a name for your key.
  5. Set an Expiration date for the key.
  6. In the Grants section, select the actions that the key can perform.
  7. Click Generate API key.
  8. Copy the generated key and store it in a secure location.

Create a SCIM bearer token

A SCIM bearer token is required for provisioning and managing users through the Lucidchart SCIM API.

  1. Sign in to the Lucidchart admin panel.
  2. In the left navigation menu, click App Integration.
  3. Click GeneralSettings.
  4. In the SCIM setup section, click Generate token .
  5. Copy the Bearer Token and store it in a secure location.

Create a Lucidchart connection

To create a Lucidchart connection in Okta Workflows, perform the following steps:

  1. In the Okta Workflows Console, go to Connections.
  2. Click New Connection.
  3. In the Name field, enter a unique name for the connection.

    Including the creation date or purpose in the name (for example, Lucidchart - IT Admin - 2024) helps distinguish between multiple accounts.

  4. Optional. In the Description field, enter a description for the connection.

  5. Enter the REST API Key that you generated in your Lucidchart account.

  6. Enter the SCIM Bearer Token that you generated in your Lucidchart account.

  7. In the Connection User Type dropdown, select the permission level for this connection:

    1. Admin: Allows the connector to access and manage data across the entire organization (for example, retrieving all users or teams).

    2. User: Restricts the connector to actions that the authenticated user has permission to perform.

  8. Click Create.