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

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


ConvertKit

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


ConvertKit
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 ConvertKit 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 ConvertKit 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 donβt 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
β
AI Anthropic Claude 3
β

Atera
Trigger on Webhook
β

ConvertKit
β
β
Iterator
β
Webhook response


Save and Activate the Scenario
After configuring ConvertKit, 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 ConvertKit and Atera integration works as expected. Depending on your setup, data should flow between ConvertKit 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 ConvertKit and Atera
ConvertKit + Atera + Slack: When a new subscriber is added to ConvertKit, a new customer profile is created in Atera, and a welcome message is sent to a Slack channel.
Atera + Google Sheets + ConvertKit: When a ticket is resolved in Atera, the customer's email and ticket information are added to a Google Sheet, and the customer's tag is updated in ConvertKit.
ConvertKit and Atera integration alternatives

About ConvertKit
Automate email marketing with ConvertKit in Latenode. Sync new subscribers, trigger campaigns based on events, and segment lists dynamically. Connect ConvertKit to any app via Latenode's visual editor. Enrich data and personalize flows with JavaScript, ensuring relevant messaging and optimized deliverability, without complex coding.
Similar apps
Related categories

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.
Related categories
See how Latenode works
FAQ ConvertKit and Atera
How can I connect my ConvertKit account to Atera using Latenode?
To connect your ConvertKit account to Atera on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select ConvertKit and click on "Connect".
- Authenticate your ConvertKit and Atera accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update contact info in Atera from ConvertKit?
Yes, Latenode's visual editor simplifies data sync. Keep Atera updated with ConvertKit subscriber details, ensuring accurate client records automatically.
What types of tasks can I perform by integrating ConvertKit with Atera?
Integrating ConvertKit with Atera allows you to perform various tasks, including:
- Automatically adding new ConvertKit subscribers as Atera contacts.
- Triggering Atera tickets based on ConvertKit form submissions.
- Updating Atera contact details when a ConvertKit subscriber updates profile.
- Sending targeted ConvertKit emails based on Atera ticket status.
- Creating Atera projects when a new ConvertKit user purchases a product.
What ConvertKit triggers are available within Latenode workflows?
Latenode offers triggers like new subscriber, tag added, form submission. Use them to kick off automated Atera actions in real-time.
Are there any limitations to the ConvertKit and Atera integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript code.
- Rate limits of ConvertKit and Atera APIs still apply to Latenode workflows.
- Historical data synchronization might require a separate, one-time setup.