ServiceM8 and Atera Integration

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Sync ServiceM8 jobs to Atera as tickets, centralizing field service data. Latenode's visual editor makes setup easy, and affordable execution-based pricing ensures cost-effective, scalable automation across your team.

ServiceM8 + Atera integration

Connect ServiceM8 and Atera in minutes with Latenode.

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Automate your workflow

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ServiceM8

Atera

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect ServiceM8 and Atera

Create a New Scenario to Connect ServiceM8 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 ServiceM8, triggered by another scenario, or executed manually (for testing purposes). In most cases, ServiceM8 or Atera will be your first step. To do this, click "Choose an app," find ServiceM8 or Atera, and select the appropriate trigger to start the scenario.

Add the ServiceM8 Node

Select the ServiceM8 node from the app selection panel on the right.

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Configure the ServiceM8

Click on the ServiceM8 node to configure it. You can modify the ServiceM8 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 ServiceM8 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 ServiceM8 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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Select an action *

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Run node once

Set Up the ServiceM8 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 ServiceM8, 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 ServiceM8 and Atera integration works as expected. Depending on your setup, data should flow between ServiceM8 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 ServiceM8 and Atera

ServiceM8 + Atera + Slack: When a new job is created in ServiceM8, a new ticket is created in Atera, and a notification is sent to a designated Slack channel to inform the dispatch team.

Atera + ServiceM8 + Google Sheets: When an Atera ticket is resolved, the resolution time and ServiceM8 job completion time are logged into a Google Sheet for performance analysis.

ServiceM8 and Atera integration alternatives

About ServiceM8

Sync ServiceM8 field service data with other apps inside Latenode to automate scheduling, invoicing, and client communication. Use Latenode's visual editor to build custom workflows triggered by ServiceM8 events, avoiding manual data entry. Connect accounting, CRM, and marketing tools, extending ServiceM8's capabilities without complex coding.

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 ServiceM8 and Atera

How can I connect my ServiceM8 account to Atera using Latenode?

To connect your ServiceM8 account to Atera on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select ServiceM8 and click on "Connect".
  • Authenticate your ServiceM8 and Atera accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I sync ServiceM8 jobs to Atera as tickets?

Yes, you can! With Latenode, automatically create Atera tickets from new ServiceM8 jobs, ensuring seamless communication and efficient resource allocation. Centralize all your service requests effortlessly.

What types of tasks can I perform by integrating ServiceM8 with Atera?

Integrating ServiceM8 with Atera allows you to perform various tasks, including:

  • Create Atera tickets from new ServiceM8 completed jobs.
  • Update Atera ticket status when a ServiceM8 job stage changes.
  • Sync ServiceM8 client details to Atera as customer information.
  • Automatically send SMS updates via Atera about ServiceM8 job progress.
  • Generate reports combining data from ServiceM8 and Atera.

What ServiceM8 data can I access in Latenode workflows?

You can access a wide range of ServiceM8 data, including job details, client information, invoices, and appointment schedules.

Are there any limitations to the ServiceM8 and Atera integration on Latenode?

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

  • Complex data transformations may require JavaScript code blocks.
  • Real-time synchronization depends on the API rate limits of both platforms.
  • Initial setup requires understanding of both ServiceM8 and Atera APIs.

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