How to connect Atera and NoCRM
Create a New Scenario to Connect Atera and NoCRM
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 NoCRM will be your first step. To do this, click "Choose an app," find Atera or NoCRM, 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 NoCRM Node
Next, click the plus (+) icon on the Atera node, select NoCRM from the list of available apps, and choose the action you need from the list of nodes within NoCRM.


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NoCRM

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

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AI Anthropic Claude 3
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NoCRM
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, NoCRM, 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 NoCRM integration works as expected. Depending on your setup, data should flow between Atera and NoCRM (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 NoCRM
Atera + NoCRM + Slack: When a new or updated contact is created in Atera, a new lead is created in NoCRM. Subsequently, a notification is sent to a Slack channel to inform the sales team about the new lead.
NoCRM + Atera + Google Sheets: When a lead's status is changed to won in NoCRM, a new customer is created in Atera, and a row is added to a Google Sheet to log the new customer.
Atera and NoCRM 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 NoCRM
Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.
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See how Latenode works
FAQ Atera and NoCRM
How can I connect my Atera account to NoCRM using Latenode?
To connect your Atera account to NoCRM 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 NoCRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create NoCRM leads from new Atera tickets?
Yes, you can! Latenode allows you to automate lead creation, saving time and ensuring no opportunity is missed. Use our visual editor to map data and trigger instant lead generation.
What types of tasks can I perform by integrating Atera with NoCRM?
Integrating Atera with NoCRM allows you to perform various tasks, including:
- Create NoCRM leads from new Atera tickets automatically.
- Update Atera tickets when a NoCRM deal reaches a specific stage.
- Sync contact information between Atera and NoCRM.
- Trigger Atera alerts based on NoCRM deal values.
- Generate reports combining data from both Atera and NoCRM.
Can I use JavaScript code to transform data between Atera and NoCRM?
Yes, Latenode allows you to use JavaScript code to customize data transformations. This offers advanced control beyond simple mapping for complex scenarios.
Are there any limitations to the Atera and NoCRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding knowledge.
- Real-time synchronization depends on API availability and rate limits.
- Some advanced Atera or NoCRM features might not have direct integration blocks yet.