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


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RD Station


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

JavaScript
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AI Anthropic Claude 3
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RD Station
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, RD Station, 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 RD Station integration works as expected. Depending on your setup, data should flow between Atera and RD Station (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 RD Station
Atera + RD Station + Slack: When a new ticket is created in Atera and a new lead conversion occurs in RD Station, send a message to a specified Slack channel to alert the team.
RD Station + Atera + Google Sheets: Log new RD Station leads and associated customer data from Atera into a Google Sheet for consolidated reporting and analysis.
Atera and RD Station 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 RD Station
Use RD Station in Latenode to automate marketing tasks. Update leads, trigger personalized emails, and track campaign performance, all inside automated workflows. Integrate RD Station data with other apps, enrich with AI, and build custom logic without code. Scale your marketing automation affordably and visually.
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See how Latenode works
FAQ Atera and RD Station
How can I connect my Atera account to RD Station using Latenode?
To connect your Atera account to RD Station 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 RD Station accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update RD Station contacts from new Atera tickets?
Yes, you can! Latenode's visual editor simplifies creating automations for this, keeping your RD Station contacts updated in real time based on Atera ticket activity. Improve data accuracy and streamline workflows.
What types of tasks can I perform by integrating Atera with RD Station?
Integrating Atera with RD Station allows you to perform various tasks, including:
- Create or update RD Station contacts from new Atera tickets automatically.
- Send customized emails via RD Station when Atera tickets are resolved.
- Trigger RD Station marketing campaigns based on specific Atera ticket types.
- Segment RD Station leads based on the services they receive via Atera.
- Track customer satisfaction in RD Station after Atera support interactions.
How do I handle custom fields between Atera and RD Station?
Latenode's data mapping feature allows seamless transfer of custom fields. Use visual tools or JavaScript for complex transformations, ensuring data accuracy.
Are there any limitations to the Atera and RD Station integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration between Atera and RD Station may require manual setup.
- Complex data transformations might need JavaScript knowledge.
- Rate limits of Atera and RD Station APIs apply.