Atera and OpenPhone Integration

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Connect Atera to OpenPhone to instantly log support calls and SMS in tickets, ensuring complete issue tracking. Latenode’s visual editor and affordable execution-based pricing make this automation scalable and cost-effective, while advanced scripting enables custom data mapping for granular reporting.

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Atera

OpenPhone

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Atera and OpenPhone

Create a New Scenario to Connect Atera and OpenPhone

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

Run node once

Add the OpenPhone Node

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

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OpenPhone

Authenticate OpenPhone

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

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OpenPhone

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Connect OpenPhone

Sign In

Run node once

Configure the Atera and OpenPhone 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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The action ID

Run node once

Set Up the Atera and OpenPhone 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, OpenPhone, 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 OpenPhone integration works as expected. Depending on your setup, data should flow between Atera and OpenPhone (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 OpenPhone

Atera + OpenPhone + Slack: When a new ticket is created or updated in Atera, a text message is sent via OpenPhone to the assigned technician. Additionally, the ticket details are posted to a designated Slack channel for team visibility.

OpenPhone + Atera + Zendesk: When a call is missed in OpenPhone, a new ticket is automatically created in Atera. Then, a follow-up task is created in Zendesk, assigned to an agent for prompt attention.

Atera and OpenPhone 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 OpenPhone

Use OpenPhone in Latenode to automate SMS and call workflows. Log activities, trigger actions based on call outcomes, and sync data to CRMs. By using Latenode, you orchestrate OpenPhone within complex workflows, adding logic and integrations not available in OpenPhone alone. Scale customer communication using no-code tools and AI.

See how Latenode works

FAQ Atera and OpenPhone

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

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

Can I automatically log OpenPhone calls as Atera tickets?

Yes, you can! With Latenode, automatically create Atera tickets from OpenPhone call logs, streamlining support workflows. Enjoy enhanced visibility and faster response times.

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

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

  • Create Atera tickets for missed OpenPhone calls.
  • Send OpenPhone SMS updates based on Atera ticket status.
  • Sync Atera customer info with OpenPhone contacts.
  • Trigger OpenPhone calls when new Atera alerts are generated.
  • Update Atera tickets with notes from OpenPhone conversations.

How do I handle errors when Atera fails within a Latenode workflow?

Latenode offers robust error handling. Use "Try/Catch" blocks to manage Atera failures, ensuring workflow stability and continuous operation.

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

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

  • Complex Atera custom field types may require JavaScript transformations.
  • OpenPhone API rate limits may impact high-volume workflows.
  • Real-time data sync depends on the Atera and OpenPhone API refresh intervals.

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