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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.
Connect Cloze and Atera in minutes with Latenode.
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Create a New Scenario to Connect Cloze 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 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.
Cloze
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.
Cloze
β
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 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.
Set Up the Cloze 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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Cloze
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Cloze, 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 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.
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.
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.
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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 Cloze account to Atera using Latenode?
To connect your Cloze account to Atera on Latenode, follow these steps:
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:
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: