Atera + Autotask

Atera + Autotask integrations

Create tickets in Autotask for each new alert in Atera

When a new alert is created in Atera, this workflow swiftly takes over by creating a corresponding ticket in Autotask. By bridging these two essential platforms, it eliminates the need to manually duplicate information, helps ensure prompt problem resolution, and enhances service efficiency. Ideal for IT management teams, this automation streamlines tasks, allows for quicker response times, and greatly boosts productivity.

When this happens...
New Alert CreatedTriggers when a new alert is created.
TriggerInstant
automatically do this!
Create TicketCreates a ticket.
ActionWrite

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More things you can do with Atera and Autotask

Discover other triggers and actions you can use with Atera and Autotask

AI Technician Comment Added
Triggers when an AI technician comment is added to an AI conversation.
Trigger
Instant
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Alert Resolved
Triggers when alert resolved in Atera.
Trigger
Instant
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Autopilot Conversation Escalated
Triggers when a new Autopilot conversation is escalated.
Trigger
Instant
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Autopilot Conversation Summary Created
Triggers when a new conversation summary is created in Autopilot.
Trigger
Instant
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New Customer Created
Triggers when a new customer is created.
Trigger
Instant
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Ticket Assignment Changed
Triggers when a ticket assigned to a technician.
Trigger
Instant
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New Ticket Created
Triggers when a new ticket is created.
Trigger
Instant
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Ticket Status Changed
Triggers when ticket status changed in Atera.
Trigger
Instant
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End User Comment Added
Triggers when an end user comment is added to an AI conversation.
Trigger
Instant
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- Conversation ID
  Required
- Conversation Status
  Required
Action
Write
- Title
  Required
- Device GUID
  Required
- Customer ID
  Required
- Code
- Severity
- Threshold Value 1
- Snoozed End Date
- Additional Information
- Alert Category
- Ticket ID
- Message Template
- Folder ID
Action
Write
- Name
  Required
- Description
Action
Write
- Conversation ID
- Contact ID
  Required
- Comment
  Required
Action
Write
- AlertID
  Required
Action
Write
- Ticket Id
  Required
- Ticket Title
- Ticket Description
- Ticket Priority
- Ticket Impact
- Ticket Status
- Ticket Type
- Technician ContactID
Action
Write
- Name
  Required
- Description
Action
Write
- Email
  Required
Action
Search
- Search text
  Required
Action
Search
- Ticket Id
  Required
Action
Search
- Company
- Assigned To Resource ID
Trigger
Polling
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New Contact
Triggers when a new contact is found.
Trigger
Instant
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- Help_text
Trigger
Instant
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New Project
Triggers when a new Project is found.
Trigger
Polling
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New Service Call
Triggers when a new service call is created.
Trigger
Polling
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- Help_text
Trigger
Instant
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- Help_text
Trigger
Instant
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- Help_text
Trigger
Instant
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- Company
Trigger
Polling
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Updated Quote
Triggers when a quote is updated.
Trigger
Polling
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- Project
Trigger
Polling
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- Company
Trigger
Polling
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Create Company To-Do
Creates a new Company To-Do.
Action
Write
- Company
  Required
Action
Write
- Name
  Required
- Submitter ID
  Required
- Organizational Level Association ID
- reimbursement Currency Cash Advance Amount
- Reimbursement Currency ID
- The week ending date (YYYY-MM-DD)
  Required
- Status
- Submit
Action
Write
- Company
  Required
Action
Write
- Quote
  Required
Action
Write
Create Time Entry
Creates a Time Entry.
Action
Write
- Contact
  Required
Action
Write
- Quote
  Required
Action
Write
- Ticket
  Required
Action
Write
- Account ID
- Account Name
Action
Search
- Company Name
- Company ID
Action
Search
- Opportunity Title
- Opportunity ID
Action
Search
- Ticket ID
- Ticket Number
- Title
- Ticket Type
- Created By
- Assigned To
- Completed By
- Company
Action
Search
- Currency ID
  Required
Action
Search
- Company Name
- Company ID
Action
Search or write

New Alert Created
Triggers when a new alert is created.
Trigger
Instant
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Autopilot Conversation Created
Triggers when a new Autopilot conversation is created.
Trigger
Instant
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Autopilot Conversation Status Updated
Triggers when a new Autopilot conversation status is updated.
Trigger
Instant
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Autopilot Conversation Title Created
Triggers when a new Autopilot conversation title is updated.
Trigger
Instant
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New Site Created
Triggers when a new site is created.
Trigger
Instant
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Customer Responded to a Ticket
Triggers when a customer responded to a ticket.
Trigger
Instant
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Internal Comment Added to a Ticket
Triggers when an internal comment is added to a ticket.
Trigger
Instant
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Technician Responded to a Ticket
Triggers when a technician responded to a ticket.
Trigger
Instant
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- Customer/Site Name
  Required
- Created On
- Business Number
- Domain
- Address
- City
- State
- Country
- Phone
- Fax
- Notes
- Links
- Longitude
- Latitude
- Zip Code
Action
Write
- Conversation ID
  Required
- Technician ID
  Required
Action
Write
- Email
  Required
- Customer ID
- Customer Name
- First Name
- Last Name
- Job Title
- Phone
- Mobile Phone
- Is Contact Person
- In Ignore Mode
- Department ID
- Created On
Action
Write
- Conversation ID
  Required
- Ticket ID
  Required
Action
Write
- Conversation ID
  Required
- Technician ID
  Required
- Comment
  Required
Action
Write
- Ticket Title
  Required
- Ticket Description
  Required
- Ticket Priority
- Ticket Impact
- Ticket Status
- Ticket Type
- EndUser ID
- EndUser First Name
- EndUser Last Name
- EndUser Email
- Technician ContactID
Action
Write
- ContactID
  Required
- First Name
- Last Name
- Job Title
- Phone
- Mobile Phone
- Is Contact Person
- In Ignore Mode
- Archived
- Customer ID
- Customer Name
Action
Write
- Alert Id
  Required
Action
Search
- Conversation Id
  Required
Action
Search
- Email
  Required
Action
Search
- Help_text
Trigger
Instant
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- Help_text
Trigger
Instant
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New Invoice
Triggers when a new invoice is found.
Trigger
Polling
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- Company
Trigger
Polling
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- Opportunity
Trigger
Polling
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New Task
Triggers when a new Task is found.
Trigger
Polling
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New Time Entry
Triggers when a new time entry is found.
Trigger
Polling
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- Company
- Assigned To Resource
Trigger
Polling
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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- Company
Trigger
Polling
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Updated Service Call
Triggers when an existing service call is updated (not when created).
Trigger
Polling
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- Help_text
- Field
Trigger
Instant
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Create Company
Creates a company.
Action
Write
- Company
  Required
Action
Write
Create Ticket Note
Creates a ticket note.
Action
Write
- Article Category
  Required
Action
Write
- Opportunity
  Required
Action
Write
- Project
  Required
Action
Write
- Company
  Required
Action
Write
- Opportunity
  Required
Action
Write
- Task
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contract ID
- Company Name
Action
Search
- ID
- First Name
- Last Name
- Email Address
- Company
- Country
- Fax Number
- Phone Number
Action
Search
- QuoteName
- QuoteID
Action
Search
- Country ID
  Required
Action
Search
- Resource ID
  Required
Action
Search

About Atera

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

HelpHelp

Related categories

IT Operations

About Autotask

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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