Atera and WildApricot Integration

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Automatically update WildApricot membership status based on Atera service ticket activity. Latenode's visual editor simplifies the logic, while JavaScript support allows for complex custom rules, all at a lower execution cost.

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Atera

WildApricot

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Atera and WildApricot

Create a New Scenario to Connect Atera and WildApricot

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 WildApricot will be your first step. To do this, click "Choose an app," find Atera or WildApricot, 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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Atera

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 WildApricot Node

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

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Atera

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WildApricot

Authenticate WildApricot

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

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Run node once

Configure the Atera and WildApricot 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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Connect WildApricot

WildApricot Oauth 2.0

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Select an action *

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The action ID

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Run node once

Set Up the Atera and WildApricot 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, WildApricot, 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 WildApricot integration works as expected. Depending on your setup, data should flow between Atera and WildApricot (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 WildApricot

Atera + WildApricot + Slack: When a new or updated contact is created in Atera, the flow checks if the contact is a member in WildApricot. If the contact is a WildApricot member, a message is sent to a designated Slack channel to alert the IT support team.

Atera + WildApricot + Google Sheets: When a new or updated contact is created in Atera, the flow retrieves data from WildApricot related to membership details. It then adds a new row in Google Sheets, logging the Atera contact information alongside the WildApricot membership data.

Atera and WildApricot 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 WildApricot

Automate WildApricot tasks inside Latenode. Sync membership data, trigger personalized emails, and update contact info across platforms. No more manual data entry or missed follow-ups. Latenode's visual editor and flexible logic nodes let you build scalable membership workflows that adapt to your needs. Benefit from no-code tools, JS scripting, and affordable execution-based pricing.

See how Latenode works

FAQ Atera and WildApricot

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

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

Can I automate membership updates based on Atera contract status?

Yes, you can! Latenode lets you sync Atera contract changes to WildApricot memberships, ensuring accurate records. Reduce manual data entry and improve member management efficiency.

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

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

  • Automatically create new WildApricot contacts from new Atera clients.
  • Update WildApricot membership levels based on Atera service contract status.
  • Send personalized welcome emails via WildApricot when a new Atera contract starts.
  • Track Atera support ticket resolution times within WildApricot member profiles.
  • Generate reports combining Atera service data with WildApricot membership data.

What Atera data can I access within Latenode workflows?

Latenode lets you access Atera data like contacts, contracts, tickets, and devices. Use this for advanced automation.

Are there any limitations to the Atera and WildApricot integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Real-time data synchronization depends on the API rate limits of both platforms.
  • Complex data transformations might require JavaScript coding within Latenode.
  • Custom fields in either Atera or WildApricot might need specific configuration.

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