Supercharge your Atera experience by seamlessly integrating it with thousands of applications through Zapier; automating workflows, streamlining tasks, and boosting your productivity with effortless connections. Whether you want to sync data, trigger actions, or enhance your IT operations, Zapier makes it easy to connect the tools you love with your Atera platform.

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Supported triggers and actions

Zapier’s workflows are called 'Zaps'. These Zaps smoothly connect your apps to handle repetitive tasks for you. Each Zap starts with a trigger — something that sets it off — and then performs an action to get things done effortlessly. The following Atera triggers and actions are available:

Triggers

New alert created: Triggers when a new alert is created.

New site created: Triggers when a new site is created.

New customer created: Triggers when a new customer is created.

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.

New ticket created: Triggers when a new ticket is created.

Ticket assignment changed: Triggers when a ticket is assigned to a technician.

Ticket status changed: Triggers when a ticket status is changed.

End user responded to a ticket: Triggers when an end user responds to a ticket.

Alert resolved: Triggers when an alert is resolved.

Autopilot conversation created: Triggers when a new Autopilot conversation is created.

Autopilot conversation title created: Triggers when a new Autopilot conversation title is updated.

Autopilot comment added: Triggers when a comment is added to an Autopilot conversation.

Autopilot conversation status updated: Triggers when a new Autopilot conversation status is updated.

Autopilot conversation escalated: Triggers when a new Autopilot conversation is escalated.

Autopilot conversation summary created: Triggers when a new conversation summary is created in Autopilot.

Actions

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.

Create department: Creates a new department.

Create ticket: Creates a new ticket. Requires the end-user contact ID or email address.

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 marks it as solved.

Update contact: Update contact details.

Update department: Update department details.

Update ticket: Update ticket.

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.

Find ticket: Find ticket by ID.

Zapier templates

These ready-made templates let you automate tasks, streamline workflows, and boost your productivity with just a few tweaks. If you don’t find exactly what you need, creating your own templates in Zapier is simple, giving you endless possibilities to customize your integrations.

Slack

Send Slack messages when tickets are created in Atera

• When a new ticket is created in Atera.
• Then post a message to a specified Slack channel.

This automation keeps your team informed about new tickets, enhancing their efficiency and coordination. Learn more

Send Slack message when tickets are assigned in Atera

• When a ticket is assigned to a technician in Atera.
• Then post a message to a specified Slack channel.

This automation keeps your team informed about task updates, ensuring everyone is instantly kept up to date. Learn more

Acronis

Create tickets in Atera when alerts are raised in Acronis Cyber Protect Cloud

• When a new alert is created — or an existing alert is updated — in Acronis.
• Then create a new ticket in Atera.

This automation ensures cybersecurity issues are tackled and solved before they spin out of control. Learn more

Create your own 'Zap' (workflow)

The following automation will be built with the AI-powered Zap Builder to illustrate its potential. It will show creating a ticket in ServiceNow whenever a ticket is generated in Atera. It is intended for demonstration purposes and is not a complete solution. The steps outlined here can be applied to any other automation scenario.

Automate workflows between Atera and other apps with Zapier:

1. Go to Admin > Data management > Integrations.

The Zapier integration page appears.

2. Describe in plain language what you'd like to automate. Then click Generate.

After a few seconds, the automation outline appears.

3. Click Use this workflow.

The Zap window appears.

4. Sign in to all accounts used in the workflow.

5. Review the steps provided to build the workflow, and make any adjustments if needed.

• Edit the trigger if necessary. Then test it to see if it's pulling the correct information.
• Configure the action if needed. Then test it to see if the automation works as expected.

For more information on creating 'Zaps', see Create Zaps