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How to connect Atera and Simplybook
Create a New Scenario to Connect Atera and Simplybook
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 Simplybook will be your first step. To do this, click "Choose an app," find Atera or Simplybook, 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 Simplybook Node
Next, click the plus (+) icon on the Atera node, select Simplybook from the list of available apps, and choose the action you need from the list of nodes within Simplybook.
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Authenticate Simplybook
Now, click the Simplybook node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Simplybook settings. Authentication allows you to use Simplybook through Latenode.
Configure the Atera and Simplybook 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 Simplybook 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Atera, Simplybook, 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 Simplybook integration works as expected. Depending on your setup, data should flow between Atera and Simplybook (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 Simplybook
Simplybook + Atera + Slack: When a new booking is made in Simplybook, a ticket is automatically created in Atera. Then, a notification is sent to the tech team via Slack to inform them about the new ticket.
Simplybook + Google Calendar + Atera: When a new appointment is booked in Simplybook, an event is created in Google Calendar, and a customer is created in Atera. The Atera ticket is used for technician scheduling and resource management.
Atera and Simplybook 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 Simplybook
Automate booking workflows with Simplybook in Latenode. Sync schedules, manage appointments, and trigger follow-up actions without manual work. Connect booking data to CRMs, payment gateways, or marketing tools. Latenode's visual builder and flexible integrations make automating complex booking processes easy and scalable, exceeding Simplybook's built-in options.
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FAQ Atera and Simplybook
How can I connect my Atera account to Simplybook using Latenode?
To connect your Atera account to Simplybook 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 Simplybook accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Atera tickets from Simplybook appointments?
Yes, you can! Latenode's visual editor makes it easy to trigger Atera ticket updates based on Simplybook appointment changes, ensuring your team always has the latest customer information, even at scale.
What types of tasks can I perform by integrating Atera with Simplybook?
Integrating Atera with Simplybook allows you to perform various tasks, including:
- Create Atera tickets for new Simplybook appointments.
- Update Atera ticket status when a Simplybook appointment is canceled.
- Send SMS reminders via Simplybook when an Atera ticket is assigned.
- Synchronize customer data between Atera and Simplybook.
- Generate reports combining Atera and Simplybook data using JavaScript.
Can I use JavaScript to transform data between Atera and Simplybook?
Yes! Latenode allows you to use JavaScript code blocks to transform data, so you can customize data mapping according to your exact needs and scale easily.
Are there any limitations to the Atera and Simplybook integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of Atera and Simplybook.
- Custom fields in Atera or Simplybook may need manual mapping in Latenode.
