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Automatically create Atera service tickets from new Bigin by Zoho CRM deals, ensuring fast support. Latenode's visual editor simplifies the process, and affordable execution costs make scaling easy.
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Create a New Scenario to Connect Bigin by Zoho CRM and Atera
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Bigin by Zoho CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bigin by Zoho CRM or Atera will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Atera, and select the appropriate trigger to start the scenario.
Add the Bigin by Zoho CRM Node
Select the Bigin by Zoho CRM node from the app selection panel on the right.
Bigin by Zoho CRM
Configure the Bigin by Zoho CRM
Click on the Bigin by Zoho CRM node to configure it. You can modify the Bigin by Zoho CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Atera Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Atera from the list of available apps, and choose the action you need from the list of nodes within Atera.
Bigin by Zoho CRM
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Atera
Authenticate Atera
Now, click the Atera node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Atera settings. Authentication allows you to use Atera through Latenode.
Configure the Bigin by Zoho CRM and Atera 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 Bigin by Zoho CRM and Atera 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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Atera
Trigger on Webhook
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Bigin by Zoho CRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Bigin by Zoho CRM, Atera, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Bigin by Zoho CRM and Atera integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Atera (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + Atera + Slack: When a new contact is created in Bigin by Zoho CRM, a new ticket is created in Atera, and a notification is sent to a Slack channel to alert the support team.
Atera + Bigin by Zoho CRM + Google Sheets: When an Atera ticket is updated, the corresponding contact in Bigin by Zoho CRM is updated, and a new row is added to a Google Sheet to track the service history.
About Bigin by Zoho CRM
Sync Bigin by Zoho CRM data with other apps in Latenode to automate deal pipelines. Update records, trigger custom actions, and route data based on deal stages. Use visual tools or code for tailored workflows. Automate lead nurturing, task creation, and reporting across your business without complex coding or high per-task costs.
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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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How can I connect my Bigin by Zoho CRM account to Atera using Latenode?
To connect your Bigin by Zoho CRM account to Atera on Latenode, follow these steps:
Can I automatically create Atera tickets from Bigin by Zoho CRM?
Yes, you can! Latenode enables automated ticket creation in Atera based on new or updated Bigin by Zoho CRM deals. Get instant notifications and improved response times.
What types of tasks can I perform by integrating Bigin by Zoho CRM with Atera?
Integrating Bigin by Zoho CRM with Atera allows you to perform various tasks, including:
What Bigin by Zoho CRM data can I access within Latenode workflows?
Latenode allows access to deals, contacts, tasks, and events from Bigin by Zoho CRM, enabling detailed automation logic.
Are there any limitations to the Bigin by Zoho CRM and Atera integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: