Nimble and Atera Integration

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Connect Nimble and Atera to instantly update client details, close service tickets faster, and get a 360 view of customer interactions. Latenode's visual editor and affordable pricing make it simple to build advanced automation workflows without code.

Swap Apps

Nimble

Atera

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Nimble and Atera

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

Add the Nimble Node

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

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Nimble

Configure the Nimble

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

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Run node once

Add the Atera Node

Next, click the plus (+) icon on the Nimble 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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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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Configure the Nimble 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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Run node once

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

Nimble + Atera + Slack: When a new contact is created in Nimble, a corresponding customer is created in Atera. A notification is then sent to a designated Slack channel informing the sales team of the new customer.

Atera + Nimble + Google Sheets: When a ticket is closed in Atera, the associated contact information in Nimble is updated. Finally, the ticket closure details are logged in a Google Sheet.

Nimble and Atera integration alternatives

About Nimble

Use Nimble within Latenode to enrich contact data and automate outreach. Update your CRM, personalize emails, and trigger follow-ups based on engagement—all visually. Latenode handles the workflow logic and scale, while Nimble provides targeted contact intelligence for smarter 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 Nimble and Atera

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

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

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Nimble and click on "Connect".
  • Authenticate your Nimble 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 Nimble contacts?

Yes, you can! Latenode allows you to automate ticket creation in Atera when a new contact is added in Nimble, ensuring seamless issue tracking and improved response times.

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

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

  • Create Atera tickets from new or updated Nimble contacts.
  • Update Nimble contacts when Atera tickets are resolved.
  • Synchronize contact information between Nimble and Atera.
  • Trigger Atera alerts based on Nimble deal stage changes.
  • Generate reports combining data from Nimble and Atera using AI.

Can I use JavaScript within the Nimble and Atera integration?

Yes! Latenode’s JavaScript support lets you add custom logic to your Nimble and Atera workflows, handling complex data transformations.

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

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

  • Historical data synchronization may require custom workflow design.
  • Complex field mappings may require JavaScript for transformations.
  • Rate limits of the Nimble or Atera APIs may impact high-volume workflows.

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