ActiveCampaign and Atera Integration

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Automatically create ActiveCampaign contacts from new Atera tickets and keep customer data aligned. Latenode's visual editor simplifies complex workflows and its affordable pricing makes scaling customer support automations easy.

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ActiveCampaign

Atera

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect ActiveCampaign and Atera

Create a New Scenario to Connect ActiveCampaign and Atera

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a ActiveCampaign, triggered by another scenario, or executed manually (for testing purposes). In most cases, ActiveCampaign or Atera will be your first step. To do this, click "Choose an app," find ActiveCampaign or Atera, and select the appropriate trigger to start the scenario.

Add the ActiveCampaign Node

Select the ActiveCampaign node from the app selection panel on the right.

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ActiveCampaign

Configure the ActiveCampaign

Click on the ActiveCampaign node to configure it. You can modify the ActiveCampaign URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

Add the Atera Node

Next, click the plus (+) icon on the ActiveCampaign node, select Atera from the list of available apps, and choose the action you need from the list of nodes within Atera.

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Authenticate Atera

Now, click the Atera node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Atera settings. Authentication allows you to use Atera through Latenode.

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Configure the ActiveCampaign and Atera Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Run node once

Set Up the ActiveCampaign and Atera Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring ActiveCampaign, Atera, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the ActiveCampaign and Atera integration works as expected. Depending on your setup, data should flow between ActiveCampaign and Atera (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect ActiveCampaign and Atera

ActiveCampaign + Atera + Slack: When a new contact is added to ActiveCampaign, a new ticket is created in Atera, and a notification is sent to a Slack channel.

Atera + ActiveCampaign + Google Sheets: When an Atera ticket is updated, the contact information is created or updated in ActiveCampaign, and a row is updated in Google Sheets to reflect the change.

ActiveCampaign and Atera integration alternatives

About ActiveCampaign

Automate ActiveCampaign tasks within Latenode for streamlined marketing. Trigger campaigns based on data from any source, not just forms. Sync contacts, segment lists, and personalize emails using Latenode’s visual editor and built-in data transformation tools. Connect to CRMs or databases for smarter, automated customer journeys without complex coding.

About Atera

Use Atera with Latenode to automate IT support tasks. Trigger workflows on alerts, automatically create tickets, or update asset info. Integrate Atera's monitoring data with other apps for deeper insights and faster issue resolution. Customize rules and actions using Latenode's visual editor or JavaScript for precise automation.

See how Latenode works

FAQ ActiveCampaign and Atera

How can I connect my ActiveCampaign account to Atera using Latenode?

To connect your ActiveCampaign account to Atera on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select ActiveCampaign and click on "Connect".
  • Authenticate your ActiveCampaign and Atera accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I sync new ActiveCampaign contacts to Atera?

Yes! Latenode lets you sync contacts automatically. This ensures your Atera database is always up-to-date with new ActiveCampaign leads, streamlining follow-up and improving efficiency.

What types of tasks can I perform by integrating ActiveCampaign with Atera?

Integrating ActiveCampaign with Atera allows you to perform various tasks, including:

  • Create Atera tickets from ActiveCampaign email campaigns automatically.
  • Update ActiveCampaign contact properties based on Atera ticket status.
  • Trigger ActiveCampaign automations when new Atera agreements are created.
  • Send targeted emails to ActiveCampaign contacts based on Atera asset data.
  • Log ActiveCampaign email interactions as notes in Atera tickets.

How secure is the ActiveCampaign integration with Atera on Latenode?

Latenode uses industry-standard encryption protocols to ensure data security. You can manage permissions and monitor data flow within workflows.

Are there any limitations to the ActiveCampaign and Atera integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require JavaScript knowledge.
  • Real-time sync depends on the API limits of both ActiveCampaign and Atera.
  • Historical data migration may require a separate, one-time workflow.

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