How to connect Cleverreach and Atera
Create a New Scenario to Connect Cleverreach and Atera
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 Cleverreach, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cleverreach or Atera will be your first step. To do this, click "Choose an app," find Cleverreach or Atera, and select the appropriate trigger to start the scenario.

Add the Cleverreach Node
Select the Cleverreach node from the app selection panel on the right.


Cleverreach

Configure the Cleverreach
Click on the Cleverreach node to configure it. You can modify the Cleverreach 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 Cleverreach node, select Atera from the list of available apps, and choose the action you need from the list of nodes within Atera.


Cleverreach
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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 Cleverreach 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 Cleverreach and Atera 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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Atera
Trigger on Webhook
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Cleverreach
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Iterator
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Webhook response


Save and Activate the Scenario
After configuring Cleverreach, Atera, 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 Cleverreach and Atera integration works as expected. Depending on your setup, data should flow between Cleverreach and Atera (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Cleverreach and Atera
Cleverreach + Atera + Google Sheets: When a new campaign is launched in Cleverreach, track its performance alongside customer service tickets in Atera, logging key metrics to Google Sheets for analysis and reporting.
Atera + Cleverreach + Slack: When a new customer is added in Atera, they are automatically added to a specified Cleverreach mailing list, and a notification is sent to the sales team in Slack to inform them of the new customer.
Cleverreach and Atera integration alternatives

About Cleverreach
Use Cleverreach in Latenode to automate email marketing based on real-time triggers. Sync contact lists, personalize campaigns, and track results directly from your workflows. Avoid manual CSV imports, segment audiences dynamically, and react to user behavior using Latenode’s flexible data routing and logic.
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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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FAQ Cleverreach and Atera
How can I connect my Cleverreach account to Atera using Latenode?
To connect your Cleverreach account to Atera on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cleverreach and click on "Connect".
- Authenticate your Cleverreach and Atera accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Cleverreach emails from new Atera tickets?
Yes! Latenode lets you automate email campaigns based on Atera ticket status. Instantly notify customers of updates using no-code, or add custom JS for advanced personalization.
What types of tasks can I perform by integrating Cleverreach with Atera?
Integrating Cleverreach with Atera allows you to perform various tasks, including:
- Add new Atera contacts to Cleverreach for targeted marketing.
- Update Cleverreach subscriber details based on Atera ticket information.
- Trigger Cleverreach email sequences from specific Atera ticket events.
- Create Atera tickets from new Cleverreach subscriber sign-ups.
- Sync Cleverreach unsubscribes with Atera contact preferences.
CanIautomaticalycreateAteraticketsfromCleverreachemailresponses?
Yes. Use Latenode to parse Cleverreach responses, automatically generating Atera tickets for feedback, requests, or issues. Streamline support and improve response times.
Are there any limitations to the Cleverreach and Atera integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Data transfer limits may apply depending on your Cleverreach and Atera plans.
- Complex data transformations might require JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of both services.