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How to connect Atera and ConvertAPI
Create a New Scenario to Connect Atera and ConvertAPI
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 ConvertAPI will be your first step. To do this, click "Choose an app," find Atera or ConvertAPI, 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 ConvertAPI Node
Next, click the plus (+) icon on the Atera node, select ConvertAPI from the list of available apps, and choose the action you need from the list of nodes within ConvertAPI.
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Authenticate ConvertAPI
Now, click the ConvertAPI node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ConvertAPI settings. Authentication allows you to use ConvertAPI through Latenode.
Configure the Atera and ConvertAPI 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 ConvertAPI 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, ConvertAPI, 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 ConvertAPI integration works as expected. Depending on your setup, data should flow between Atera and ConvertAPI (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 ConvertAPI
Atera + ConvertAPI + Slack: When a new or updated Atera customer is created, convert a predefined report (e.g., a customer summary report) to PDF using ConvertAPI and send it via Slack to a designated channel for technician review.
Atera + ConvertAPI + Email: When a new email arrives in Atera, convert the attachment to a different format (e.g., PDF to TXT) using ConvertAPI and forward the converted attachment to the customer via email. This allows for standardization of document formats.
Atera and ConvertAPI 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 ConvertAPI
Automate file conversions within Latenode. ConvertAPI handles PDFs, images, documents, and more. Instead of manual uploads or custom code, build automated workflows to convert files as they arrive, then parse data or trigger follow-up actions. Scales easily, no coding needed.
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FAQ Atera and ConvertAPI
How can I connect my Atera account to ConvertAPI using Latenode?
To connect your Atera account to ConvertAPI 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 ConvertAPI accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically convert Atera ticket attachments to PDF?
Yes, easily! Use Latenode to watch for new attachments in Atera, then use ConvertAPI to convert them. Store the PDFs back in Atera or elsewhere. Automate tedious tasks!
What types of tasks can I perform by integrating Atera with ConvertAPI?
Integrating Atera with ConvertAPI allows you to perform various tasks, including:
- Convert attached documents from Atera tickets for easier viewing.
- Generate reports from Atera data in a standardized PDF format.
- Automatically convert images attached to Atera assets for thumbnails.
- Watermark converted documents with ticket-specific information.
- Archive converted files in a separate storage location from Atera.
Can I trigger document conversions in ConvertAPI based on Atera ticket status changes?
Yes! Use Latenode's visual editor to trigger workflows whenever an Atera ticket status changes, automatically converting relevant documents.
Are there any limitations to the Atera and ConvertAPI integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document conversions may require ConvertAPI credits.
- Large Atera attachments might impact workflow execution time.
- Real-time updates depend on Atera's API rate limits.
