Softr and Atera Integration

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Connect Softr to Atera for streamlined client support. Automate ticket creation from Softr forms, then use Latenode's low-code editor and affordable pricing to scale your support workflows with custom logic and alerts.

Softr + Atera integration

Connect Softr and Atera in minutes with Latenode.

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Softr

Atera

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Softr and Atera

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

Add the Softr Node

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

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Softr

Configure the Softr

Click on the Softr node to configure it. You can modify the Softr 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 Softr 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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Connect Atera

Sign In

Run node once

Configure the Softr 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 Softr 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 Softr, 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 Softr and Atera integration works as expected. Depending on your setup, data should flow between Softr 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 Softr and Atera

Softr + Atera + Slack: When a new user is created in Softr, a corresponding customer is created in Atera, and a notification is sent to a designated Slack channel to inform the IT team of the new customer.

Atera + Softr + Google Sheets: When a customer is updated in Atera, the corresponding user is updated in Softr. Additionally, a new row is added to a Google Sheet to track the update for reporting and analysis.

Softr and Atera integration alternatives

About Softr

Use Softr in Latenode to build custom web apps and client portals, then automate data flow between them and your backend. Update Softr content via Latenode workflows triggered by external events or scheduled tasks. Simplify app deployment and maintenance; connect it to other services for a seamless user experience.

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 Softr and Atera

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

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

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

Can I automatically update Atera tickets from Softr forms?

Yes, you can! Latenode allows you to trigger Atera ticket updates directly from Softr form submissions, automating support workflows and saving valuable time.

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

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

  • Create Atera tickets from new Softr form submissions.
  • Update Atera ticket status when Softr database records change.
  • Send Softr users Atera ticket updates via email.
  • Sync Softr user data with Atera contact information.
  • Trigger Atera automations based on Softr user actions.

What Softr data can I access within Latenode workflows?

You can access data from Softr databases, user profiles, and form submissions. Use this to create dynamic workflows.

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

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

  • Complex Softr layouts might require custom parsing.
  • Atera API rate limits can affect high-volume workflows.
  • Data transformation may be needed for certain data types.

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