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How to connect Atera and pdfFiller
Create a New Scenario to Connect Atera and pdfFiller
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 pdfFiller will be your first step. To do this, click "Choose an app," find Atera or pdfFiller, 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 pdfFiller Node
Next, click the plus (+) icon on the Atera node, select pdfFiller from the list of available apps, and choose the action you need from the list of nodes within pdfFiller.
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Authenticate pdfFiller
Now, click the pdfFiller node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your pdfFiller settings. Authentication allows you to use pdfFiller through Latenode.
Configure the Atera and pdfFiller 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 pdfFiller 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, pdfFiller, 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 pdfFiller integration works as expected. Depending on your setup, data should flow between Atera and pdfFiller (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 pdfFiller
Atera + pdfFiller + Slack: When a ticket is closed in Atera, a completion report is generated in pdfFiller using a predefined template. A direct Slack message is then sent to the customer, notifying them of the ticket closure and potentially including a link to the completion report.
pdfFiller + Atera + Google Sheets: When a new filled form is received in pdfFiller, the document is downloaded and information about the contract is added as a new row in Google Sheets. The Google Sheet record is then linked to the corresponding customer record in Atera by updating the customer's information with a link to the spreadsheet.
Atera and pdfFiller 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 pdfFiller
Automate PDF workflows with pdfFiller in Latenode. Fill, sign, and edit PDFs automatically as part of larger processes. Need to pre-fill contracts from a database, route signed documents to storage, or update records based on PDF content? Integrate pdfFiller into Latenode for scalable, no-code automation without per-step fees, and add custom logic if needed.
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FAQ Atera and pdfFiller
How can I connect my Atera account to pdfFiller using Latenode?
To connect your Atera account to pdfFiller 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 pdfFiller accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically populate contracts from Atera data?
Yes, you can! Latenode lets you map Atera data to pdfFiller templates, creating contracts automatically. This speeds up document creation and eliminates manual data entry errors.
What types of tasks can I perform by integrating Atera with pdfFiller?
Integrating Atera with pdfFiller allows you to perform various tasks, including:
- Automatically generating contracts from Atera customer data.
- Creating reports from Atera data and storing them in pdfFiller.
- Populating service agreements with Atera ticket information.
- Generating invoices from Atera billing data and storing them.
- Creating incident reports with Atera details, saved in pdfFiller.
How does Latenode handle Atera data security?
Latenode employs encryption and secure data handling practices. Your Atera data is protected, ensuring compliance and data privacy throughout workflows.
Are there any limitations to the Atera and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex pdfFiller templates may require adjustments for optimal data mapping.
- Large volumes of data transfer from Atera might impact workflow execution time.
- Custom Atera fields need to be explicitly mapped within Latenode workflows.
