Atera and Scoro Integration

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Unify project data from Atera with financial insights in Scoro for real-time performance tracking. Latenode’s visual editor simplifies the complex integration, while affordable execution-based pricing makes scaling this automation cost-effective.

Swap Apps

Atera

Scoro

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Atera and Scoro

Create a New Scenario to Connect Atera and Scoro

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

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Connect Atera

Sign In

Run node once

Add the Scoro Node

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

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Atera

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Scoro

Authenticate Scoro

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

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Atera

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Scoro

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Connect Scoro

Sign In

Run node once

Configure the Atera and Scoro 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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Scoro Oauth 2.0

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Select an action *

Select

Map

The action ID

Run node once

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

Atera + Scoro + Slack: When a new or updated customer is registered in Atera, a project is created in Scoro, and a notification is sent to a specified Slack channel to alert the relevant team.

Scoro + Atera + Google Calendar: When a new, updated or deleted project is scheduled in Scoro, a customer is created in Atera, and an event is created in Google Calendar to reflect the scheduling.

Atera and Scoro 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 Scoro

Use Scoro in Latenode to automate project & client management tasks. Automatically sync data between Scoro and other tools, like accounting or marketing platforms. Create custom workflows to streamline sales, billing, or reporting, using Latenode’s visual editor and flexible API for deeper integration.

See how Latenode works

FAQ Atera and Scoro

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

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

Can I synchronize Atera tickets with Scoro tasks?

Yes, using Latenode you can automatically create tasks in Scoro from new Atera tickets. This improves team coordination and ensures all issues are tracked. Customize using no-code, JavaScript or AI.

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

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

  • Automatically creating Scoro tasks from new Atera service tickets.
  • Syncing customer contact information between Atera and Scoro.
  • Creating projects in Scoro when new contracts are made in Atera.
  • Updating task statuses in Scoro based on Atera ticket resolution.
  • Generating reports combining Atera and Scoro data for insights.

What Atera events can trigger workflows in Latenode?

Atera events like new tickets or contract changes can trigger workflows, automating tasks across your connected apps in Latenode.

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

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

  • Complex data transformations might require JavaScript coding.
  • Real-time synchronization depends on API rate limits of Atera and Scoro.
  • Custom fields in either app might need manual mapping.

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