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

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


Help Scout

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


Help Scout
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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 Help Scout 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 Help Scout 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
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AI Anthropic Claude 3
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Atera
Trigger on Webhook
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Help Scout
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Iterator
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Webhook response


Save and Activate the Scenario
After configuring Help Scout, 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 Help Scout and Atera integration works as expected. Depending on your setup, data should flow between Help Scout 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 Help Scout and Atera
Help Scout + Atera + Slack: When a new conversation is created in Help Scout, a corresponding customer is created in Atera. Then, a message is sent to a Slack channel to notify the team of the new ticket.
Atera + Help Scout + Jira: When a ticket is updated in Atera, a reply thread is created in Help Scout. Then update the Jira issue, adding a comment to it.
Help Scout and Atera integration alternatives

About Help Scout
Automate Help Scout within Latenode to streamline support workflows. Automatically escalate urgent tickets, update customer profiles, and trigger proactive outreach based on support interactions. Centralize Help Scout data with other systems in visual workflows. Use AI and scripting for advanced routing or analysis.
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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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See how Latenode works
FAQ Help Scout and Atera
How can I connect my Help Scout account to Atera using Latenode?
To connect your Help Scout account to Atera on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Help Scout and click on "Connect".
- Authenticate your Help Scout and Atera accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Atera tickets from Help Scout conversations?
Yes, you can! Latenode enables automated ticket creation, streamlining workflows. Instantly escalate customer issues to your technical team for faster resolution and improved service.
What types of tasks can I perform by integrating Help Scout with Atera?
Integrating Help Scout with Atera allows you to perform various tasks, including:
- Automatically create Atera tickets from new Help Scout conversations.
- Sync customer data between Help Scout and Atera for unified records.
- Update Help Scout conversations when Atera tickets are resolved.
- Trigger Atera alerts based on specific Help Scout conversation tags.
- Send Help Scout notifications when Atera tickets are created or updated.
Can I use JavaScript functions to transform data between apps?
Yes! Latenode supports custom JavaScript functions, enabling you to transform data, perform calculations, and tailor the integration precisely to your needs.
Are there any limitations to the Help Scout and Atera integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Rate limits on the Help Scout and Atera APIs may impact high-volume workflows.
- Custom fields require careful mapping to ensure data accuracy.