How to connect Atera and ConvertKit
Create a New Scenario to Connect Atera and ConvertKit
In the workspace, click the βCreate New Scenarioβ button.

Add the First Step
Add the first node β 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 ConvertKit will be your first step. To do this, click "Choose an app," find Atera or ConvertKit, 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.


Atera

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


Atera
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ConvertKit


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

JavaScript
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AI Anthropic Claude 3
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ConvertKit
Trigger on Webhook
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Atera
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Iterator
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Webhook response


Save and Activate the Scenario
After configuring Atera, ConvertKit, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Atera and ConvertKit integration works as expected. Depending on your setup, data should flow between Atera and ConvertKit (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 ConvertKit
Atera + ConvertKit + Slack: When a new customer is added to Atera, they are added to a specific sequence in ConvertKit. Subsequently, a welcome message is sent to a designated Slack channel to notify the team about the new customer.
ConvertKit + Atera + Google Sheets: When a subscriber opts out from a ConvertKit sequence, the event is logged in Google Sheets. Following this, a task is created in Atera to follow up with the unsubscribed contact.
Atera and ConvertKit 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 ConvertKit
Automate email marketing with ConvertKit in Latenode. Sync new subscribers, trigger campaigns based on events, and segment lists dynamically. Connect ConvertKit to any app via Latenode's visual editor. Enrich data and personalize flows with JavaScript, ensuring relevant messaging and optimized deliverability, without complex coding.
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FAQ Atera and ConvertKit
How can I connect my Atera account to ConvertKit using Latenode?
To connect your Atera account to ConvertKit 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 ConvertKit accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync Atera ticket updates to ConvertKit subscribers?
Yes, you can! Latenode's visual editor makes it easy to trigger ConvertKit actions on Atera events, keeping subscribers informed and engaged, enhancing your customer communication.
What types of tasks can I perform by integrating Atera with ConvertKit?
Integrating Atera with ConvertKit allows you to perform various tasks, including:
- Add new ConvertKit subscribers when new Atera customers are created.
- Update ConvertKit subscriber tags based on Atera ticket resolution status.
- Send personalized emails via ConvertKit for critical Atera system alerts.
- Create ConvertKit segments based on Atera customer support interactions.
- Trigger a ConvertKit email sequence when an Atera contract is renewed.
How does Latenode handle Atera API rate limits efficiently?
Latenode includes built-in rate limiting and error handling, ensuring reliable Atera data syncs, even at high volumes. Scale confidently using our platform!
Are there any limitations to the Atera and ConvertKit integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript code.
- Historical data migration requires manual configuration.
- Real-time sync depends on Atera and ConvertKit API availability.