Freshdesk and Atera Integration

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Connect Freshdesk and Atera to automatically escalate support tickets requiring on-site assistance. Latenode’s visual editor simplifies building custom workflows, while affordable execution-based pricing makes complex automations cost-effective as you scale.

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Freshdesk

Atera

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Freshdesk and Atera

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

Add the Freshdesk Node

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

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Freshdesk

Configure the Freshdesk

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

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Freshdesk

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Connect Freshdesk

Sign In

Run node once

Add the Atera Node

Next, click the plus (+) icon on the Freshdesk 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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Freshdesk

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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.

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Freshdesk

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Atera

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Connect Atera

Sign In

Run node once

Configure the Freshdesk 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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Freshdesk

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Atera

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Atera Oauth 2.0

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Select an action *

Select

Map

The action ID

Run node once

Set Up the Freshdesk 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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Trigger on Webhook

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Iterator

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Webhook response

Save and Activate the Scenario

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

Freshdesk + Atera + Slack: When a new ticket is created or updated in Freshdesk, the automation checks if it is escalated to Atera. If so, a message is sent to a specified Slack channel to notify the tech support team.

Atera + Freshdesk + Jira: When a major incident is resolved in Atera, the automation updates corresponding tickets in Freshdesk by adding notes. It also creates a summary of the incident in Jira, linking it to the Freshdesk tickets.

Freshdesk and Atera integration alternatives

About Freshdesk

Sync Freshdesk tickets with other apps in Latenode to automate support workflows. Update databases, trigger alerts, or generate reports based on ticket status, all without code. Connect Freshdesk to your CRM or marketing tools to close the loop on customer issues. Less manual work, more automation.

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 Freshdesk and Atera

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

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

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

Can I automatically escalate Freshdesk tickets into Atera service requests?

Yes, you can! Latenode enables automatic ticket escalation, triggering Atera actions based on Freshdesk events. Streamline issue resolution and improve response times by automating repetitive tasks.

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

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

  • Create Atera tickets from high-priority Freshdesk tickets.
  • Update Freshdesk tickets when Atera service requests are resolved.
  • Synchronize customer contact information between the two systems.
  • Trigger Freshdesk notifications based on Atera service request updates.
  • Generate reports combining data from both Freshdesk and Atera.

Can I use JavaScript to enhance my Freshdesk + Atera automations?

Yes! Latenode allows you to use JavaScript for complex logic, data transformations, and API calls, going beyond simple no-code configurations.

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

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

  • Complex data transformations may require JavaScript coding.
  • Rate limits from Freshdesk and Atera APIs may affect high-volume workflows.
  • Custom fields require careful mapping for accurate data synchronization.

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