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Sync Insightly leads with Atera as new clients, automatically. Latenode's visual editor and affordable execution pricing make it easier to manage client data and trigger support workflows while scaling your business.
Connect Insightly and Atera in minutes with Latenode.
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Create a New Scenario to Connect Insightly 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 Insightly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Insightly or Atera will be your first step. To do this, click "Choose an app," find Insightly or Atera, and select the appropriate trigger to start the scenario.
Add the Insightly Node
Select the Insightly node from the app selection panel on the right.
Insightly
Configure the Insightly
Click on the Insightly node to configure it. You can modify the Insightly 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 Insightly node, select Atera from the list of available apps, and choose the action you need from the list of nodes within Atera.
Insightly
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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 Insightly 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 Insightly 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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Insightly
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Insightly, 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 Insightly and Atera integration works as expected. Depending on your setup, data should flow between Insightly and Atera (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + Atera + Slack: When a new lead is created in Insightly, a contact is created in Atera, and a message is sent to a designated Slack channel to notify the team about the new lead requiring IT support.
Atera + Insightly + Gmail: When an Atera support ticket is resolved, the system finds the corresponding contact in Insightly and sends them an email notification via Gmail confirming the resolution.
About Insightly
Sync Insightly CRM with other apps inside Latenode to automate sales processes. Update records, trigger follow-ups, or create tasks based on new leads or deals. Latenode offers flexible logic, custom JavaScript, and direct data transfer between Insightly and other services, improving your sales workflow without code.
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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 Insightly account to Atera using Latenode?
To connect your Insightly account to Atera on Latenode, follow these steps:
Can I automatically create Atera tickets from Insightly opportunities?
Yes, you can! With Latenode, trigger ticket creation in Atera when an Insightly opportunity reaches a specific stage, streamlining support and sales alignment. Leverage no-code or JavaScript for advanced logic.
What types of tasks can I perform by integrating Insightly with Atera?
Integrating Insightly with Atera allows you to perform various tasks, including:
What data fields from Insightly can be used in Atera workflows?
You can use data from any Insightly field in Atera workflows! Latenode provides flexible field mapping, including custom fields, for robust integrations using no-code or JavaScript.
Are there any limitations to the Insightly and Atera integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: