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Automatically create Atera tickets from Agile CRM deals using Latenode. Gain full control of your automation logic with JavaScript, while reducing costs thanks to our execution-based pricing.
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Create a New Scenario to Connect Agile CRM 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 Agile CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Agile CRM or Atera will be your first step. To do this, click "Choose an app," find Agile CRM or Atera, and select the appropriate trigger to start the scenario.
Add the Agile CRM Node
Select the Agile CRM node from the app selection panel on the right.
Agile CRM
Configure the Agile CRM
Click on the Agile CRM node to configure it. You can modify the Agile CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Atera Node
Next, click the plus (+) icon on the Agile CRM 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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Atera
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.
Configure the Agile CRM 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.
Set Up the Agile CRM and Atera Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Atera
Trigger on Webhook
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Agile CRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Agile CRM, 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 Agile CRM and Atera integration works as expected. Depending on your setup, data should flow between Agile CRM and Atera (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Agile CRM + Atera + Slack: When a new contact is added in Agile CRM, a corresponding customer profile is created in Atera. Then, a notification is sent to a dedicated Slack channel to inform the IT support team about the new customer.
Atera + Agile CRM + Google Sheets: When a ticket is resolved in Atera, its details are logged in a Google Sheet. This triggers an update to the corresponding client's details in Agile CRM for better tracking and customer relationship management.
About Agile CRM
Sync Agile CRM data in Latenode to automate sales workflows. Update deals, contacts, or tasks based on triggers from other apps. Enrich CRM data using AI, route leads intelligently, and build custom reports — all within visual Latenode flows. Cut CRM admin overhead and ensure data consistency.
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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.
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How can I connect my Agile CRM account to Atera using Latenode?
To connect your Agile CRM account to Atera on Latenode, follow these steps:
Can I automatically update Atera tickets from Agile CRM deals?
Yes, you can! With Latenode, automatically update Atera tickets when a deal stage changes in Agile CRM. Improve team collaboration and provide real-time support updates—all with no code needed.
What types of tasks can I perform by integrating Agile CRM with Atera?
Integrating Agile CRM with Atera allows you to perform various tasks, including:
Can I use JavaScript to manipulate data between Agile CRM and Atera?
Yes! Latenode's JavaScript blocks let you transform data from Agile CRM before sending it to Atera, allowing complex data handling.
Are there any limitations to the Agile CRM and Atera integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: