Process Street and Atera Integration

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Automatically trigger Atera tickets from Process Street checklists to streamline IT support workflows. Latenode's visual editor makes custom logic simple and keeps costs low with pay-by-execution pricing.

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Process Street

Atera

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Process Street and Atera

Create a New Scenario to Connect Process Street and Atera

In the workspace, click the β€œCreate 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 Process Street, triggered by another scenario, or executed manually (for testing purposes). In most cases, Process Street or Atera will be your first step. To do this, click "Choose an app," find Process Street or Atera, and select the appropriate trigger to start the scenario.

Add the Process Street Node

Select the Process Street node from the app selection panel on the right.

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Configure the Process Street

Click on the Process Street node to configure it. You can modify the Process Street 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 Process Street 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 Process Street 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 Process Street 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 Process Street, 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 β€œRun once” and triggering an event to check if the Process Street and Atera integration works as expected. Depending on your setup, data should flow between Process Street 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 Process Street and Atera

Process Street + Atera + Slack: When a task is checked in Process Street that indicates a safety checklist failure, a high-priority ticket is created in Atera, and the relevant team is notified via a Slack channel message.

Atera + Process Street + Google Sheets: When a new customer is added in Atera, a client onboarding process is initiated in Process Street. The details of the new client and the associated Process Street run are then logged in a Google Sheet.

Process Street and Atera integration alternatives

About Process Street

Use Process Street in Latenode to run repeatable tasks like onboarding or reports as part of larger workflows. Automatically trigger actions in other apps (CRM, databases) when checklist items are completed, keeping processes moving. This avoids manual updates and ensures audit trails, all at Latenode's execution-based pricing.

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 Process Street and Atera

How can I connect my Process Street account to Atera using Latenode?

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

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

Can I automatically create Atera tickets from Process Street checklists?

Yes, you can! Latenode enables this automation, triggering ticket creation upon checklist completion. Benefit from streamlined workflows and faster issue resolution.

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

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

  • Automatically creating Atera tickets upon Process Street checklist completion.
  • Updating Atera ticket status based on Process Street task progress.
  • Triggering Process Street checklists from new Atera ticket creation.
  • Syncing customer data between Process Street and Atera.
  • Sending notifications in Atera when a Process Street checklist is overdue.

How do I map Process Street fields to Atera ticket fields?

Use Latenode's visual editor to easily map data fields. Drag and drop fields to ensure seamless data transfer between Process Street and Atera.

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

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

  • Complex conditional logic may require JavaScript coding in Latenode.
  • Historical data synchronization requires custom workflow design.
  • Rate limits of Process Street and Atera APIs may affect large-scale automations.

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