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How to connect Atera and Instantly
Create a New Scenario to Connect Atera and Instantly
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 Instantly will be your first step. To do this, click "Choose an app," find Atera or Instantly, 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 Instantly Node
Next, click the plus (+) icon on the Atera node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.
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Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the Atera and Instantly 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 Instantly 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, Instantly, 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 Instantly integration works as expected. Depending on your setup, data should flow between Atera and Instantly (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 Instantly
Atera + Instantly + Slack: When a new or updated customer is created in Atera, automatically create a lead in Instantly. Then, send a message to a Slack channel to notify the team about the new lead.
Instantly + Atera + Google Sheets: When a new lead is created in Instantly, record the lead information in Google Sheets. If the lead's details meet certain criteria (e.g., campaign performance), create a ticket in Atera to address the underperformance.
Atera and Instantly 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 Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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See how Latenode works
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FAQ Atera and Instantly
How can I connect my Atera account to Instantly using Latenode?
To connect your Atera account to Instantly 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 Instantly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Atera tickets from Instantly campaign data?
Yes, you can! Latenode’s visual editor makes it easy to update Atera tickets based on Instantly campaign performance, improving reporting and issue resolution workflows.
What types of tasks can I perform by integrating Atera with Instantly?
Integrating Atera with Instantly allows you to perform various tasks, including:
- Create new Atera tickets from Instantly lead generation campaign responses.
- Automatically pause Instantly campaigns when critical Atera tickets are created.
- Update Atera ticket properties with Instantly campaign performance metrics.
- Send Atera ticket resolution notifications via Instantly outreach campaigns.
- Aggregate Instantly campaign data into custom Atera reports.
How does Latenode handle Atera API rate limits when automating tasks?
Latenode manages Atera API limits intelligently with built-in queueing and error handling, preventing disruptions to your critical automations.
Are there any limitations to the Atera and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data sync depends on the polling frequency of each application.
- Complex data transformations may require JavaScript knowledge.
- The integration relies on the stability of the Atera and Instantly APIs.
