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


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

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AI Anthropic Claude 3
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Sendgrid
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, Sendgrid, 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 Sendgrid integration works as expected. Depending on your setup, data should flow between Atera and Sendgrid (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 Sendgrid
Atera + Slack: When a new or updated customer is added in Atera, a message is sent to a specified Slack channel to notify the team about the new customer. This ensures immediate awareness and action.
Sendgrid + Atera + Google Sheets: Track email events from Sendgrid, such as when an email is opened, and log this data to a Google Sheet, associating it with specific Atera customer. This enables comprehensive tracking and reporting on customer engagement.
Atera and Sendgrid 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 Sendgrid
Use Sendgrid in Latenode to automate email sending within larger workflows. Trigger emails based on events in other apps, personalize content with data transformations, and track results. Latenode simplifies complex email automations without code and scales affordably, letting you focus on strategy, not limits.
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See how Latenode works
FAQ Atera and Sendgrid
How can I connect my Atera account to Sendgrid using Latenode?
To connect your Atera account to Sendgrid 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 Sendgrid accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I notify clients about Atera ticket updates via email?
Yes, you can! Latenode's visual editor makes this easy. Automatically send customized Sendgrid emails when Atera tickets are updated, improving communication and satisfaction.
What types of tasks can I perform by integrating Atera with Sendgrid?
Integrating Atera with Sendgrid allows you to perform various tasks, including:
- Automatically sending welcome emails to new Atera customers.
- Creating personalized email campaigns based on Atera service agreements.
- Sending alerts for critical Atera ticket escalations via email.
- Tracking customer satisfaction by sending surveys after ticket resolution.
- Generating weekly reports on Atera tickets and sending them via email.
HowsecureisAteraintegrationwithSendgridonLatenode?
Latenode uses secure authentication protocols. Your Atera and Sendgrid credentials are encrypted, ensuring your data remains protected throughout every workflow.
Are there any limitations to the Atera and Sendgrid integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Atera custom fields might require custom JavaScript parsing.
- Sendgrid's email sending limits apply within the Latenode integration.
- Very high-volume Atera triggers could experience slight delays.