Atera and CloudTalk Integration

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Automatically create Atera tickets from CloudTalk calls to streamline IT support workflows. Latenode's visual editor makes customization easy, and affordable execution-based pricing allows scaling automations for any volume of calls.

Swap Apps

Atera

CloudTalk

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Atera and CloudTalk

Create a New Scenario to Connect Atera and CloudTalk

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 Atera, triggered by another scenario, or executed manually (for testing purposes). In most cases, Atera or CloudTalk will be your first step. To do this, click "Choose an app," find Atera or CloudTalk, and select the appropriate trigger to start the scenario.

Add the Atera Node

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

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Atera

Configure the Atera

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

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Connect Atera

Sign In

Run node once

Add the CloudTalk Node

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

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CloudTalk

Authenticate CloudTalk

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

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Connect CloudTalk

Sign In

Run node once

Configure the Atera and CloudTalk 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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Select an action *

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The action ID

Run node once

Set Up the Atera and CloudTalk 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 Atera, CloudTalk, 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 Atera and CloudTalk integration works as expected. Depending on your setup, data should flow between Atera and CloudTalk (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Atera and CloudTalk

Atera + CloudTalk + Slack: When a new ticket is created or updated in Atera, a specific CloudTalk agent is notified via SMS, and a summary of the ticket is posted in a dedicated Slack channel.

CloudTalk + Atera + Google Sheets: Logs all CloudTalk call details and related Atera customer information into a Google Sheet for reporting purposes. The workflow starts when a new call is registered in CloudTalk, fetches customer data from Atera, and then adds a row to a Google Sheet with the combined information.

Atera and CloudTalk integration alternatives

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.

About CloudTalk

Automate CloudTalk call and SMS data within Latenode. Trigger workflows on new calls, messages, or agent status changes. Update CRMs, send alerts, or generate reports automatically. Use Latenode's visual editor and data transformation tools to customize call center automations without complex coding, and scale your workflows efficiently.

See how Latenode works

FAQ Atera and CloudTalk

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

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

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

Can I automatically create Atera tickets from CloudTalk call summaries?

Yes, you can! Latenode's AI-powered blocks streamline the process, automatically generating Atera tickets from call summaries in CloudTalk, saving time and ensuring no issue is missed.

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

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

  • Automatically creating Atera tickets for missed calls in CloudTalk.
  • Syncing contact information between Atera and CloudTalk in real time.
  • Triggering CloudTalk callbacks when an Atera ticket is updated.
  • Logging CloudTalk call durations as time entries in Atera.
  • Sending SMS notifications via CloudTalk for high-priority Atera alerts.

Can I use custom JavaScript code with the Atera integration?

Yes! Latenode’s JavaScript blocks let you add advanced logic to your Atera and CloudTalk automations for ultimate customization.

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

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

  • Complex workflows with very high data volumes may require optimization.
  • Some advanced Atera API features might require custom JavaScript implementation.
  • Real-time data synchronization depends on the API rate limits of both apps.

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