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Automatically trigger service ticket creation in Atera from signed Docusign documents. Latenode's visual editor and affordable execution pricing makes customizing and scaling this workflow easy while retaining full control.
Connect Docusign and Atera in minutes with Latenode.
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Create a New Scenario to Connect Docusign 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 Docusign, triggered by another scenario, or executed manually (for testing purposes). In most cases, Docusign or Atera will be your first step. To do this, click "Choose an app," find Docusign or Atera, and select the appropriate trigger to start the scenario.
Add the Docusign Node
Select the Docusign node from the app selection panel on the right.
Docusign
Configure the Docusign
Click on the Docusign node to configure it. You can modify the Docusign 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 Docusign node, select Atera from the list of available apps, and choose the action you need from the list of nodes within Atera.
Docusign
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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 Docusign 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 Docusign 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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Docusign
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Docusign, 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 Docusign and Atera integration works as expected. Depending on your setup, data should flow between Docusign and Atera (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Docusign + Atera + Slack: When a contract is fully signed in Docusign, a new customer is created in Atera. A notification is then sent to a dedicated Slack channel to inform the team about the new customer.
Atera + Docusign + Google Sheets: When an SLA breach occurs in Atera, a Docusign agreement is sent for service extension approval. Details of the breach and agreement status are then logged in a Google Sheet for tracking.
About Docusign
Integrate DocuSign with Latenode to automate contract workflows. Automatically send, track, and store signed documents. Trigger actions based on signature status, update databases, and alert teams. Latenode adds flexible logic and integrations beyond standard DocuSign options, with pay-per-execution pricing and visual flow design.
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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 Docusign account to Atera using Latenode?
To connect your Docusign account to Atera on Latenode, follow these steps:
Can I automatically create Atera tickets from signed Docusign documents?
Yes, you can! Latenode allows automated ticket creation, triggered by signed documents. Streamline workflows and improve response times with this efficient integration.
What types of tasks can I perform by integrating Docusign with Atera?
Integrating Docusign with Atera allows you to perform various tasks, including:
HowsecureisDocusignintegrationwithAterainLatenode?
Latenode uses secure authentication protocols and encryption to protect data during Docusign and Atera integration, ensuring your information remains safe.
Are there any limitations to the Docusign and Atera integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: