Atera and Realgeeks Integration

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Automatically create and update Atera tickets from new Realgeeks leads, streamlining IT support for real estate clients. Latenode's visual editor and JavaScript blocks enable easy customization, while affordable execution-based pricing saves costs as you scale your automations.

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Atera

Realgeeks

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Atera and Realgeeks

Create a New Scenario to Connect Atera and Realgeeks

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

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

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Realgeeks

Authenticate Realgeeks

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

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Connect Realgeeks

Sign In

Run node once

Configure the Atera and Realgeeks 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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Run node once

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

Realgeeks + Atera + Slack: When a new lead is created in Realgeeks, a ticket is automatically created in Atera to manage the new lead. The IT support team is then notified via Slack about the new ticket.

Realgeeks + Google Sheets + Atera: When a new lead is created in Realgeeks, the lead information is captured in Google Sheets. Then, a service ticket is created in Atera for IT setup related to the new real estate client.

Atera and Realgeeks 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 Realgeeks

Automate real estate lead management with Realgeeks in Latenode. Update your CRM, trigger follow-up emails, or send SMS alerts automatically when new leads are captured. Latenode’s visual editor and flexible nodes let you filter, enrich, and route lead data based on custom criteria, creating scalable workflows without complex coding.

See how Latenode works

FAQ Atera and Realgeeks

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

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

Can I automate Realgeeks lead follow-ups based on Atera ticket updates?

Yes, you can! Latenode enables real-time automation. Update Atera tickets, and automatically trigger personalized follow-ups in Realgeeks, improving client engagement and efficiency.

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

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

  • Create Realgeeks leads from new Atera support tickets.
  • Update Realgeeks contact information when Atera customer details change.
  • Send Atera service reports to Realgeeks clients automatically.
  • Trigger Atera tasks when new leads are created in Realgeeks.
  • Synchronize customer notes between Atera and Realgeeks.

How does Latenode handle data security with Atera integrations?

Latenode uses secure OAuth authentication and encrypts all data in transit and at rest, ensuring your Atera and Realgeeks data remains protected.

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

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

  • Complex data transformations may require custom JavaScript code.
  • High-volume data synchronization may impact workflow execution speed.
  • The integration is limited to the APIs provided by Atera and Realgeeks.

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