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How to connect Atera and Klaviyo
Create a New Scenario to Connect Atera and Klaviyo
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 Klaviyo will be your first step. To do this, click "Choose an app," find Atera or Klaviyo, 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 Klaviyo Node
Next, click the plus (+) icon on the Atera node, select Klaviyo from the list of available apps, and choose the action you need from the list of nodes within Klaviyo.
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Authenticate Klaviyo
Now, click the Klaviyo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Klaviyo settings. Authentication allows you to use Klaviyo through Latenode.
Configure the Atera and Klaviyo 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 Klaviyo 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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Klaviyo
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Trigger on Webhook
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Atera
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Save and Activate the Scenario
After configuring Atera, Klaviyo, 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 Klaviyo integration works as expected. Depending on your setup, data should flow between Atera and Klaviyo (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 Klaviyo
Atera + Klaviyo + Slack: When a new or updated customer is registered in Atera, the system retrieves contact details and sends an SMS via Klaviyo to the assigned technicians. Simultaneously, a message is posted to a dedicated Slack channel to inform the team about the high-priority ticket.
Klaviyo + Atera + Jira: This automation retrieves Klaviyo campaign performance metrics. If the metrics indicate low engagement (below a threshold), a Jira ticket is created in Atera for investigation.
Atera and Klaviyo 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 Klaviyo
Use Klaviyo in Latenode to automate email marketing based on real-time triggers. Sync customer data, personalize campaigns, and track results within automated workflows. Connect Klaviyo to other apps like CRMs or payment gateways. Run automations without per-step cost limits, scale email personalization, and use AI to improve campaign targeting.
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FAQ Atera and Klaviyo
How can I connect my Atera account to Klaviyo using Latenode?
To connect your Atera account to Klaviyo 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 Klaviyo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger email campaigns for new Atera tickets?
Yes, you can! Latenode lets you automatically trigger tailored Klaviyo email campaigns when new support tickets are created in Atera. Benefit from timely customer communication, effortlessly.
What types of tasks can I perform by integrating Atera with Klaviyo?
Integrating Atera with Klaviyo allows you to perform various tasks, including:
- Automatically adding new Atera contacts to Klaviyo mailing lists.
- Sending targeted Klaviyo emails based on Atera support ticket status.
- Updating contact properties in Klaviyo when Atera ticket details change.
- Creating Klaviyo segments based on Atera customer satisfaction scores.
- Triggering internal notifications for urgent Atera tickets via Klaviyo.
How does Latenode handle Atera's custom fields in automation workflows?
Latenode allows you to access and use Atera's custom fields directly within your workflows, offering complete data mapping flexibility for personalized automations.
Are there any limitations to the Atera and Klaviyo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Rate limits imposed by Atera and Klaviyo may affect workflow execution.
- Historical data migration between the two platforms is not directly supported.
