Docparser and Atera Integration

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Automatically extract data from service reports in Docparser and use it to update asset information or trigger alerts in Atera. Latenode’s visual editor and affordable pricing make this complex task simple and scalable.

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Docparser

Atera

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Docparser and Atera

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

Add the Docparser Node

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

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Configure the Docparser

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

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Run node once

Add the Atera Node

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

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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.

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Configure the Docparser 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.

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Run node once

Set Up the Docparser 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.
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Save and Activate the Scenario

After configuring Docparser, 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 Docparser and Atera integration works as expected. Depending on your setup, data should flow between Docparser 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 Docparser and Atera

Docparser + Atera + Slack: When a new invoice is parsed by Docparser, a ticket is automatically created in Atera. Slack then notifies the relevant team about the new ticket.

Atera + Docparser + Google Sheets: When an Atera contact is updated, related documents are extracted from Docparser and logged in Google Sheets for audit and tracking.

Docparser and Atera integration alternatives

About Docparser

Extract data from PDFs, invoices, and forms automatically with Docparser in Latenode. Stop manual data entry. Build workflows that trigger actions based on parsed content. Use Latenode’s no-code tools to filter, transform, and route data to your database or apps, creating scalable document processing pipelines.

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 Docparser and Atera

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

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

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

Can I automatically create Atera tickets from parsed invoices?

Yes, you can! Latenode lets you build a workflow that parses invoices from Docparser and automatically creates Atera tickets, streamlining billing and support. Scale easily with our advanced execution engine.

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

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

  • Automatically creating Atera tickets from parsed support emails.
  • Updating Atera customer information based on parsed forms.
  • Generating Atera reports using data extracted from Docparser documents.
  • Triggering Atera alerts when specific data points are parsed by Docparser.
  • Populating Atera knowledge base articles with parsed document content.

How does Latenode handle Docparser's document parsing limits?

Latenode efficiently manages Docparser's limits by allowing you to schedule workflows and process documents in batches, preventing API throttling and ensuring smooth operation.

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

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

  • Complex document structures in Docparser may require advanced configuration.
  • Real-time updates between Docparser and Atera depend on the polling interval.
  • Custom fields in Atera might need to be manually mapped in the workflow.

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