Atera and HighLevel Integration

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Connect Atera and HighLevel to automate client lifecycle management from IT support to marketing. Latenode's visual editor and JavaScript support make custom workflows easy, plus you pay only for execution time, saving significantly as you scale.

Swap Apps

Atera

HighLevel

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Atera and HighLevel

Create a New Scenario to Connect Atera and HighLevel

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 HighLevel will be your first step. To do this, click "Choose an app," find Atera or HighLevel, 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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Atera

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Connect Atera

Sign In
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Run node once

Add the HighLevel Node

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

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Atera

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HighLevel

Authenticate HighLevel

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

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Atera

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HighLevel

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Connect HighLevel

Sign In
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Run node once

Configure the Atera and HighLevel 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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Connect HighLevel

HighLevel Oauth 2.0

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Select an action *

Select

Map

The action ID

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Run node once

Set Up the Atera and HighLevel 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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HighLevel

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Trigger on Webhook

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Webhook response

Save and Activate the Scenario

After configuring Atera, HighLevel, 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 HighLevel integration works as expected. Depending on your setup, data should flow between Atera and HighLevel (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 HighLevel

Atera + HighLevel + Slack: When a new or updated customer is registered in Atera, a contact is created or updated in HighLevel. A notification is then sent to a Slack channel to alert the team.

HighLevel + Atera + Google Sheets: When a new contact is created in HighLevel, a new customer record is created in Atera. Additionally, a new row is added to a Google Sheet to track new customers.

Atera and HighLevel 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 HighLevel

Use HighLevel with Latenode to automate marketing and sales tasks. Sync leads, trigger follow-ups, and manage campaigns within visual workflows. Connect HighLevel to other apps, enrich data with AI, and scale operations without complex coding. Latenode offers flexible automation at a predictable cost.

See how Latenode works

FAQ Atera and HighLevel

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

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

Can I automate appointment reminders based on Atera tickets?

Yes, you can! Latenode allows you to trigger HighLevel reminders when Atera tickets are updated, improving customer communication and support efficiency. Customize with AI for personalized messages.

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

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

  • Create HighLevel contacts from new Atera customer accounts automatically.
  • Send SMS updates via HighLevel when an Atera ticket status changes.
  • Generate invoices in Atera when a HighLevel opportunity is won.
  • Sync customer data between Atera and HighLevel for unified records.
  • Trigger HighLevel marketing campaigns based on Atera service events.

Can I use custom JavaScript code to enhance Atera data in Latenode?

Yes! Latenode allows injecting custom JavaScript code, transforming Atera data for specialized HighLevel actions. Maximize your integration potential.

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

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

  • Complex data transformations might require advanced JavaScript knowledge.
  • Real-time data syncing depends on the API rate limits of Atera and HighLevel.
  • Custom field mapping requires careful setup to ensure data accuracy.

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