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


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Vitally

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

JavaScript
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AI Anthropic Claude 3
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Vitally
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, Vitally, 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 Vitally integration works as expected. Depending on your setup, data should flow between Atera and Vitally (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 Vitally
Atera + Vitally + Slack: When a new or updated customer is created in Atera, their information is used to update the corresponding user's health score in Vitally. A Slack message is then sent to a designated channel to notify the account manager of the update.
Vitally + Atera + Jira: When a user is updated in Vitally, and a search determines their health score has dropped, a ticket is automatically created in Atera and a bug is created in Jira for investigation.
Atera and Vitally 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 Vitally
Use Vitally in Latenode to centralize customer success data and automate actions based on health scores. Sync data, trigger alerts for at-risk users, and personalize support workflows, all within Latenode's visual editor. Combine Vitally's insights with other tools for smarter, automated customer lifecycle management.
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FAQ Atera and Vitally
How can I connect my Atera account to Vitally using Latenode?
To connect your Atera account to Vitally 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 Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Vitally when Atera tickets are resolved?
Yes, you can! With Latenode, automatically update Vitally customer health scores when Atera tickets are closed. Improve visibility and proactively manage customer relationships with real-time insights.
What types of tasks can I perform by integrating Atera with Vitally?
Integrating Atera with Vitally allows you to perform various tasks, including:
- Create Vitally users from new Atera customer accounts.
- Trigger alerts in Vitally based on Atera ticket severity.
- Automatically update Vitally customer data based on Atera asset information.
- Sync Atera contact information with corresponding Vitally users.
- Log Atera ticket resolution times as custom metrics in Vitally.
How to trigger Atera alerts from changes in Vitally segments?
Latenode lets you trigger Atera alerts based on Vitally segment changes using webhooks. React instantly to critical customer events and improve support workflows.
Are there any limitations to the Atera and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data sync is not supported initially.
- Complex data transformations may require JavaScript knowledge.
- Rate limits of Atera and Vitally APIs may affect performance at very high volumes.