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Automatically create Atera tickets from new TidyCal appointments, ensuring your team is instantly notified of customer needs. Latenode’s visual editor and affordable execution pricing lets you scale support workflows easily while avoiding per-step costs.
Connect Atera and TidyCal in minutes with Latenode.
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Create a New Scenario to Connect Atera and TidyCal
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 TidyCal will be your first step. To do this, click "Choose an app," find Atera or TidyCal, 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 TidyCal Node
Next, click the plus (+) icon on the Atera node, select TidyCal from the list of available apps, and choose the action you need from the list of nodes within TidyCal.
Atera
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TidyCal
Authenticate TidyCal
Now, click the TidyCal node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your TidyCal settings. Authentication allows you to use TidyCal through Latenode.
Configure the Atera and TidyCal 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 TidyCal Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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TidyCal
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, TidyCal, 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 TidyCal integration works as expected. Depending on your setup, data should flow between Atera and TidyCal (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Atera + TidyCal + Slack: When a new ticket is created in Atera, schedule a meeting with the client using TidyCal to discuss the issue and notify the support team on Slack about the scheduled meeting.
TidyCal + Atera + Google Sheets: Log new TidyCal bookings and related Atera customer information in a Google Sheet for performance and time tracking.
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 TidyCal
TidyCal in Latenode streamlines appointment scheduling. Automate follow-ups, CRM updates, or payment processing after each booking. Use Latenode to connect TidyCal to any app via API, transform booking data with JavaScript, and build custom workflows without code. No per-step cost, full control.
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How can I connect my Atera account to TidyCal using Latenode?
To connect your Atera account to TidyCal on Latenode, follow these steps:
Can I automatically schedule follow-up calls after a ticket closes?
Yes, using Latenode, automate follow-up TidyCal bookings after Atera ticket resolution. Ensure timely customer contact & improve satisfaction through automation and custom logic.
What types of tasks can I perform by integrating Atera with TidyCal?
Integrating Atera with TidyCal allows you to perform various tasks, including:
Can I customize how Atera ticket data appears in TidyCal events?
Yes, Latenode's data mapping lets you customize the information shared with TidyCal, improving clarity and context for booked appointments.
Are there any limitations to the Atera and TidyCal integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: