LeadMagic and Atera Integration

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Automatically create Atera service tickets from new LeadMagic leads, ensuring seamless handoff from sales to support. Latenode's visual editor and affordable execution pricing make complex workflows easy to build and scale.

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LeadMagic

Atera

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect LeadMagic and Atera

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

Add the LeadMagic Node

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

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LeadMagic

Configure the LeadMagic

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

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Sign In

Run node once

Add the Atera Node

Next, click the plus (+) icon on the LeadMagic 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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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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Connect Atera

Sign In

Run node once

Configure the LeadMagic 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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The action ID

Run node once

Set Up the LeadMagic 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 LeadMagic, 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 LeadMagic and Atera integration works as expected. Depending on your setup, data should flow between LeadMagic 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 LeadMagic and Atera

LeadMagic + Atera + Slack: When a new contact is found in LeadMagic, a new contact is created in Atera. Then, a notification is sent via Slack to a specified channel.

Atera + LeadMagic + Google Sheets: When a contact is updated in Atera, search for the corresponding contact in LeadMagic. Log resolution details in Google Sheets for reporting.

LeadMagic and Atera integration alternatives

About LeadMagic

Use LeadMagic inside Latenode to automate lead generation and outreach. Qualify leads, enrich data, and trigger personalized follow-ups based on behavior. Latenode’s visual editor makes it easy to build complex workflows, scale your outreach, and connect to other tools without code.

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 LeadMagic and Atera

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

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

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

Can I automatically create Atera tickets from new LeadMagic leads?

Yes, you can! Latenode lets you automate ticket creation, ensuring faster response times and improved service delivery. Plus, use our AI blocks to summarize lead data!

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

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

  • Create Atera tickets when new leads are captured in LeadMagic.
  • Update Atera ticket statuses based on LeadMagic lead qualification.
  • Sync LeadMagic contact information with Atera customer details.
  • Trigger LeadMagic campaigns based on Atera ticket resolution.
  • Log LeadMagic lead interactions as notes on Atera tickets.

How can I automatically enrich LeadMagic data using Atera customer details?

Use Latenode to pull Atera customer data based on matching LeadMagic leads. Enrich contact data using no-code, or custom JS.

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

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

  • Complex data transformations may require JavaScript knowledge.
  • Real-time synchronization depends on LeadMagic and Atera API availability.
  • Initial setup requires understanding of both LeadMagic and Atera data structures.

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