Salesflare Salesflare Integrations

Atera and Salesflare

IT Operations elateral.com ↗

How to connect Atera

What you can automate

  • When aI Technician Comment Added in Atera, create internal note in Salesflare.
  • When new Customer Created in Atera, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When ticket Assignment Changed in Atera, create task in Salesflare.
  • When new Ticket Created in Atera, create task in Salesflare.
  • When internal Comment Added to a Ticket in Atera, create internal note in Salesflare.
  • When ticket Status Changed in Atera, create task in Salesflare.

About Atera

Atera is an all-in-one IT management platform powered by Action AI to manage, patch, and secure every endpoint.

Atera operations on Zapier

Triggers (17)

Start a workflow when this happens

  • AI Technician Comment Added — Triggers when an AI technician comment is added to an AI conversation.
  • Alert Resolved — Triggers when alert resolved in Atera.
  • Autopilot Conversation Created — Triggers when a new Autopilot conversation is created.
  • Autopilot Conversation Escalated — Triggers when a new Autopilot conversation is escalated.
  • Autopilot Conversation Status Updated — Triggers when a new Autopilot conversation status is updated.
Show 12 more triggers
  • Autopilot Conversation Summary Created — Triggers when a new conversation summary is created in Autopilot.
  • Autopilot Conversation Title Created — Triggers when a new Autopilot conversation title is updated.
  • Customer Responded to a Ticket — Triggers when a customer responded to a ticket.
  • End User Comment Added — Triggers when an end user comment is added to an AI conversation.
  • Internal Comment Added to a Ticket — Triggers when an internal comment is added to a ticket.
  • New Alert Created — Triggers when a new alert is created.
  • New Customer Created — Triggers when a new customer is created.
  • New Site Created — Triggers when a new site is created.
  • New Ticket Created — Triggers when a new ticket is created.
  • Technician Responded to a Ticket — Triggers when a technician responded to a ticket.
  • Ticket Assignment Changed — Triggers when a ticket assigned to a technician.
  • Ticket Status Changed — Triggers when ticket status changed in Atera.

Actions (14)

Things Salesflare can make it do

  • Add Customer/Site — Creates a new customer/site.
  • Change Conversation Status — Changes the conversation status
  • Change Technician Assignment — Changes the technician assignment
  • Create Alert — Creates a new alert
  • Create Contact — Creates a new contact
Show 9 more actions
  • Create Department — Creates a new department
  • Create Ticket — Creates a new ticket. Requires the enduser contact ID or email address.
  • External Ticket Created — Creates a new external ticket
  • New Contact Comment Created — Creates a new contact comment
  • New Technician Comment Created — Creates a new technician comment
  • Resolve Alert — Finds an alert by ID and mark as solved.
  • Update Contact — Update contact details
  • Update Departmen — Update department details
  • Update Ticket — Update ticket.

Searches (6)

Look up existing records

  • Find Alert — Find Alert by id.
  • Find Contact — Find Contact by email.
  • Find Conversation — Find conversation by id.
  • Find Department — Find Contact by email.
  • Find Technician — Find Technician by email.
Show 1 more searches
  • Find Ticket — Find ticket by id.

Atera operations on Make

Actions (18)

Things Salesflare can make it do

  • Create a Contact — Creates a new contact.
  • Create a Customer — Creates a new customer.
  • Create a Product — Creates a new product.
  • Create a Ticket — Creates a new ticket.
  • Create an Alert — Creates a new alert.
Show 13 more actions
  • Create an Expense — Creates a new expense.
  • Get a Contact — Retrieves a specific contact.
  • Get a Customer — Retrieves a specific customer.
  • Get a Product — Retrieves a specific product.
  • Get a Ticket — Retrieves a specific ticket.
  • Get an Alert — Retrieves a specific alert.
  • Get an Expense — Retrieves a specific expense.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Update a Contact — Updates a specific contact.
  • Update a Customer — Updates a specific customer.
  • Update a Product — Updates a specific product.
  • Update a Ticket — Updates a specific ticket.
  • Update an Expense — Updates a specific expense.

Searches (6)

Look up existing records

  • List Alerts — Retrieves a list of alerts.
  • List Contacts — Retrieves a list of contacts.
  • List Customers — Retrieves a list of customers.
  • List Expenses — Retrieves a list of expenses.
  • List Products — Retrieves a list of products.
Show 1 more searches
  • List Tickets — Retrieves a list of tickets.

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