Atera and Ortto Integration

90% cheaper with Latenode

AI agent that builds your workflows for you

Hundreds of apps to connect

Automatically sync Atera customer data into Ortto for targeted marketing. Using Latenode's visual editor, customize the data flow without code, and save with our pay-by-execution pricing for a scalable solution.

Swap Apps

Atera

Ortto

Step 1: Choose a Trigger

Step 2: Choose an Action

When this happens...

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Do this.

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Try it now

No credit card needed

Without restriction

How to connect Atera and Ortto

Create a New Scenario to Connect Atera and Ortto

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

+
1

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.

+
1

Atera

Node type

#1 Atera

/

Name

Untitled

Connection *

Select

Map

Connect Atera

Sign In
⏡

Run node once

Add the Ortto Node

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

1

Atera

βš™

+
2

Ortto

Authenticate Ortto

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

1

Atera

βš™

+
2

Ortto

Node type

#2 Ortto

/

Name

Untitled

Connection *

Select

Map

Connect Ortto

Sign In
⏡

Run node once

Configure the Atera and Ortto Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

1

Atera

βš™

+
2

Ortto

Node type

#2 Ortto

/

Name

Untitled

Connection *

Select

Map

Connect Ortto

Ortto Oauth 2.0

#66e212yt846363de89f97d54
Change

Select an action *

Select

Map

The action ID

⏡

Run node once

Set Up the Atera and Ortto 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.
5

JavaScript

βš™

6

AI Anthropic Claude 3

βš™

+
7

Ortto

1

Trigger on Webhook

βš™

2

Atera

βš™

βš™

3

Iterator

βš™

+
4

Webhook response

Save and Activate the Scenario

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

Atera + Ortto + Slack: When a new or updated customer is registered in Atera, the corresponding customer details are created or updated in Ortto. Subsequently, a notification is sent via Slack to alert the relevant teams about the new or updated customer.

Ortto + Atera + Jira: When a new activity event occurs in Ortto, a support ticket is created in Atera with details from the Ortto event. A Jira issue is also created to track potential bugs related to the event.

Atera and Ortto 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 Ortto

Use Ortto in Latenode to automate personalized marketing campaigns. Trigger emails, SMS, or push notifications based on real-time data from any source. Segment users and update profiles dynamically within Latenode workflows, responding instantly to behavior. Improve engagement by connecting Ortto's segmentation to your Latenode data pipelines.

See how Latenode works

FAQ Atera and Ortto

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

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

Can I trigger Ortto campaigns based on Atera ticket status?

Yes, you can! Latenode enables real-time automation, triggering Ortto campaigns directly from Atera ticket updates. This streamlines communication and boosts customer satisfaction.

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

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

  • Automatically add new Atera contacts to Ortto for targeted marketing.
  • Update contact information in Ortto when details change in Atera.
  • Trigger personalized email sequences in Ortto based on Atera ticket resolutions.
  • Segment Ortto audiences based on Atera customer service interactions.
  • Send internal notifications via Ortto when high-priority Atera tickets are created.

What Atera events can trigger workflows in Latenode automations?

Atera ticket creation, status changes, and new customer sign-ups can trigger automations. Customize workflows to fit specific business needs.

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

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

  • Initial data synchronization may require manual configuration.
  • Complex Atera custom fields might need JavaScript transformation.
  • High-volume data transfers are subject to rate limits based on the plans.

Try now