Atera and Drip Integration

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Automatically add new Atera contacts to Drip for targeted marketing campaigns. Latenode's visual editor makes custom lead nurturing easier than ever, and affordable pricing scales with your growth. Extend automations with custom JavaScript nodes.

Swap Apps

Atera

Drip

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Atera and Drip

Create a New Scenario to Connect Atera and Drip

In the workspace, click the β€œCreate 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 Drip will be your first step. To do this, click "Choose an app," find Atera or Drip, 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
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Run node once

Add the Drip Node

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

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Authenticate Drip

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

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Connect Drip

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Run node once

Configure the Atera and Drip 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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Drip Oauth 2.0

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Select an action *

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The action ID

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Run node once

Set Up the Atera and Drip 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, Drip, 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 β€œRun once” and triggering an event to check if the Atera and Drip integration works as expected. Depending on your setup, data should flow between Atera and Drip (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 Drip

Atera + Drip + Slack: When a new or updated Atera customer is registered, the automation adds them to a specified Drip campaign and sends a notification to the relevant technician via a Slack channel message.

Drip + Atera + Google Sheets: When a new subscriber is added to Drip, their information is logged into a Google Sheet. Simultaneously, a new customer is created or updated in Atera with subscriber details.

Atera and Drip 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 Drip

Use Drip in Latenode for automated marketing workflows. Sync customer data, trigger personalized email campaigns based on events, and analyze results. Scale your email marketing by connecting Drip to other apps in Latenode via visual flows. Benefit from advanced logic and data transformations to precisely target your audience.

See how Latenode works

FAQ Atera and Drip

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

To connect your Atera account to Drip 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 Drip accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Drip with Atera ticket data?

Yes, you can! Latenode enables real-time data synchronization between Atera and Drip. Keep your marketing lists updated and targeted with no-code automation and custom JavaScript functions.

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

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

  • Add new Atera contacts to a Drip campaign automatically.
  • Update Drip subscriber properties when a ticket is closed in Atera.
  • Trigger personalized email sequences in Drip based on Atera ticket types.
  • Segment Drip subscribers based on their Atera support history.
  • Send internal notifications for high-priority Atera tickets using Drip events.

How secure is connecting Atera to Drip through Latenode?

Latenode uses secure authentication protocols to protect your data, including encrypted connections and credential management. Your data's safety is our priority.

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

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

  • Initial data synchronization might require manual configuration.
  • Complex data transformations may necessitate custom JavaScript code.
  • Rate limits imposed by Atera and Drip may affect large-scale automations.

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