Atera and Streak Integration

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Hundreds of apps to connect

Automatically create or update Streak boxes from new Atera tickets, ensuring seamless data flow between support and sales. Latenode's visual editor and affordable pricing makes robust automation simple and scalable.

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Atera

Streak

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Atera and Streak

Create a New Scenario to Connect Atera and Streak

In the workspace, click the β€œCreate 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 Streak will be your first step. To do this, click "Choose an app," find Atera or Streak, 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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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
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Run node once

Add the Streak Node

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

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Authenticate Streak

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

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Configure the Atera and Streak 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 Streak 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, Streak, 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 β€œRun once” and triggering an event to check if the Atera and Streak integration works as expected. Depending on your setup, data should flow between Atera and Streak (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 Streak

Atera + Streak + Slack: When a high-priority ticket is created or updated in Atera and linked to a Streak contact, send a message to a designated Slack channel to alert the sales team. This helps ensure prompt follow-up for important customer issues.

Streak + Atera + Google Sheets: When a new deal is added to Streak, relevant data from Atera (linked contacts and customers) are logged in a Google Sheet. This ensures comprehensive tracking of sales activities and associated support interactions for reporting.

Atera and Streak 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 Streak

Use Streak in Latenode to automate sales pipeline tasks. Automatically update deals, trigger follow-ups, or sync data with other apps when stages change. Integrate Streak with your marketing automation or billing systems using Latenode's visual builder, custom code, and affordable execution-based pricing. No per-step fees, full API control.

See how Latenode works

FAQ Atera and Streak

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

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

Can I automatically update Streak boxes with Atera ticket data?

Yes, you can! Latenode's visual editor makes it easy to map Atera ticket details to Streak, ensuring your sales team always has the latest support information.

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

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

  • Create new Streak boxes when new Atera tickets are submitted.
  • Update existing Streak boxes with Atera ticket status changes.
  • Send Atera ticket updates to a dedicated Streak column automatically.
  • Trigger Atera actions when a Streak box reaches a certain stage.
  • Centralize customer data from both Atera and Streak in one place.

How can I use Atera webhooks to trigger workflows in Latenode?

Use Atera's webhooks to send real-time data to Latenode. This lets you trigger workflows based on specific Atera events, like new tickets or changes.

Are there any limitations to the Atera and Streak 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 data sync depends on the polling frequency of the apps.
  • Custom field mapping may require manual configuration.

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