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How to connect Atera and Contacts+
Create a New Scenario to Connect Atera and Contacts+
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 Contacts+ will be your first step. To do this, click "Choose an app," find Atera or Contacts+, 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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Add the Contacts+ Node
Next, click the plus (+) icon on the Atera node, select Contacts+ from the list of available apps, and choose the action you need from the list of nodes within Contacts+.
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Authenticate Contacts+
Now, click the Contacts+ node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Contacts+ settings. Authentication allows you to use Contacts+ through Latenode.
Configure the Atera and Contacts+ 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 Atera and Contacts+ 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Atera, Contacts+, 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 Contacts+ integration works as expected. Depending on your setup, data should flow between Atera and Contacts+ (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 Contacts+
Contacts+ + Atera + Slack: When a new contact is added to Contacts+, the automation retrieves the contact's ticket history from Atera and sends a notification to the relevant support team in Slack, providing context for the new contact.
Contacts+ + Atera + Google Sheets: Automatically update a Google Sheet with contact information from Contacts+ and related service ticket details from Atera. This provides a centralized and easily accessible record of customer information and support interactions.
Atera and Contacts+ 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.
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About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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See how Latenode works
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FAQ Atera and Contacts+
How can I connect my Atera account to Contacts+ using Latenode?
To connect your Atera account to Contacts+ 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 Contacts+ accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync Atera contacts to Contacts+ automatically?
Yes, you can! Latenode allows automated contact syncing, ensuring your Contacts+ is always up-to-date with Atera data. This eliminates manual entry and keeps your information consistent.
What types of tasks can I perform by integrating Atera with Contacts+?
Integrating Atera with Contacts+ allows you to perform various tasks, including:
- Automatically creating new Contacts+ contacts from new Atera tickets.
- Updating contact details in Contacts+ based on Atera customer updates.
- Triggering Atera tasks when a new contact is added to Contacts+.
- Enriching Atera tickets with contact information from Contacts+.
- Sending personalized follow-up emails via Contacts+ after Atera ticket resolution.
How can I handle duplicate contacts between Atera and Contacts+ on Latenode?
Latenode's flexible logic allows you to implement deduplication rules, merging or flagging potential duplicates based on your criteria, improving data quality.
Are there any limitations to the Atera and Contacts+ 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 synchronization depends on the API rate limits of both Atera and Contacts+.
- Historical data migration may require custom scripting due to API constraints.
