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1. Choose trigger event

2. Choose action

1. Select the event

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App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Forge Completion" from Anvil.

Add your action

An action happens after the trigger—such as "Add Customer/Site" in Atera.

You’re connected!

Zapier seamlessly connects Anvil and Atera, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Choose Organization
  Required
- Choose Workflow
  Required
- Choose Forge
  Required
Trigger
Instant
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- Choose Organization
  Required
- Choose Workflow
  Required
Trigger
Instant
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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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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

- Choose Organization
  Required
- Choose Workflow
  Required
Trigger
Instant
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- Choose Organization
  Required
- Choose PDF
  Required
- How would you like to provide the data for the API call?
  Required
Action
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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Ticket Status Changed
Triggers when ticket status changed in Atera.
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

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Connect Anvil and Atera to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Anvil to Atera integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Anvil

Anvil lets you automate your paperwork and business processes: Data-capture, PDF preparation, and e-sign working seamlessly together.

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About Atera

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