Cloze and Atera Integration

90% cheaper with Latenode

AI agent that builds your workflows for you

Hundreds of apps to connect

Automatically create Atera service tickets from new Cloze deals to streamline support. Latenode's visual editor and affordable execution time make it easy to build and scale custom workflows, connecting sales and service teams without code.

Swap Apps

Cloze

Atera

Step 1: Choose a Trigger

Step 2: Choose an Action

When this happens...

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Do this.

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Try it now

No credit card needed

Without restriction

How to connect Cloze and Atera

Create a New Scenario to Connect Cloze and Atera

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

Add the Cloze Node

Select the Cloze node from the app selection panel on the right.

+
1

Cloze

Configure the Cloze

Click on the Cloze node to configure it. You can modify the Cloze URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

+
1

Cloze

Node type

#1 Cloze

/

Name

Untitled

Connection *

Select

Map

Connect Cloze

Sign In
⏡

Run node once

Add the Atera Node

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

1

Cloze

βš™

+
2

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.

1

Cloze

βš™

+
2

Atera

Node type

#2 Atera

/

Name

Untitled

Connection *

Select

Map

Connect Atera

Sign In
⏡

Run node once

Configure the Cloze 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.

1

Cloze

βš™

+
2

Atera

Node type

#2 Atera

/

Name

Untitled

Connection *

Select

Map

Connect Atera

Atera Oauth 2.0

#66e212yt846363de89f97d54
Change

Select an action *

Select

Map

The action ID

⏡

Run node once

Set Up the Cloze 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.
5

JavaScript

βš™

6

AI Anthropic Claude 3

βš™

+
7

Atera

1

Trigger on Webhook

βš™

2

Cloze

βš™

βš™

3

Iterator

βš™

+
4

Webhook response

Save and Activate the Scenario

After configuring Cloze, 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 β€œRun once” and triggering an event to check if the Cloze and Atera integration works as expected. Depending on your setup, data should flow between Cloze 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 Cloze and Atera

Cloze + Atera + Slack: When a new person is added or updated in Cloze, a corresponding ticket is created in Atera. A notification with the new ticket details is then sent to a designated Slack channel to alert the support team.

Atera + Cloze + Google Sheets: When an Atera ticket is updated, the Cloze communication history is updated, and then details of both interactions are logged to a Google Sheets spreadsheet for reporting purposes.

Cloze and Atera integration alternatives

About Cloze

Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.

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.

See how Latenode works

FAQ Cloze and Atera

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

To connect your Cloze account to Atera on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Cloze and click on "Connect".
  • Authenticate your Cloze and Atera accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Atera tickets from new Cloze opportunities?

Yes, with Latenode! Automatically create Atera tickets for new Cloze opportunities. This ensures seamless issue tracking and faster response times, boosting customer satisfaction.

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

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

  • Create Atera tickets when deals reach specific stages in Cloze.
  • Update Cloze opportunities when Atera tickets are resolved.
  • Sync Cloze contacts with Atera customer accounts.
  • Trigger Cloze reminders when Atera tickets are created.
  • Log Atera ticket resolution times as notes in Cloze.

What kind of Cloze data can I access inside Latenode workflows?

You can access all Cloze data, including contacts, opportunities, and activities, using Latenode's flexible data mapping. Enrich your workflows with crucial CRM details.

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

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

  • Historical data migration between Cloze and Atera is not directly supported.
  • Complex conditional logic might require custom JavaScript code.
  • Rate limits apply to both Cloze and Atera APIs.

Try now