Atera + Salesforce

Create records in Salesforce for new tickets created in Atera

When a new ticket is created in Atera, this workflow will save those details in Salesforce. This automation saves time, eliminates manual entry, and ensures all your customer support information is instantly available in Salesforce for better record keeping and customer management. Enjoy a streamlined process between your Atera ticketing system and your Salesforce records, keeping your customer interactions up-to-date and organized.

When this happens...
New Ticket Created
Triggers when a new ticket is created.
TriggerInstant
automatically do this!
Create Record
Creates a new record of a specified Salesforce object.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

AI Technician Comment Added
Triggers when an AI technician comment is added to an AI conversation.
Trigger
Instant
Try It
Alert Resolved
Triggers when alert resolved in Atera.
Trigger
Instant
Try It
Autopilot Conversation Escalated
Triggers when a new Autopilot conversation is escalated.
Trigger
Instant
Try It
Autopilot Conversation Summary Created
Triggers when a new conversation summary is created in Autopilot.
Trigger
Instant
Try It
New Customer Created
Triggers when a new customer is created.
Trigger
Instant
Try It

Ticket Assignment Changed
Triggers when a ticket assigned to a technician.
Trigger
Instant
Try It
New Ticket Created
Triggers when a new ticket is created.
Trigger
Instant
Try It

End User Comment Added
Triggers when an end user comment is added to an AI conversation.
Trigger
Instant
Try It
- Conversation IDRequired
- Conversation StatusRequired
Action
Write
- TitleRequired
- Device GUIDRequired
- Customer IDRequired
- Code
- Severity
- Threshold Value 1
- Snoozed End Date
- Additional Information
- Alert Category
- Ticket ID
- Message Template
- Folder ID
Action
Write
- NameRequired
- Description
Action
Write
- Conversation ID
- Contact IDRequired
- CommentRequired
Action
Write
- Alert IDRequired
Action
Write
- Ticket IdRequired
- Ticket Title
- Ticket Description
- Ticket Priority
- Ticket Impact
- Ticket Status
- Ticket Type
- Technician ContactID
Action
Write
- NameRequired
- Description
Action
Write
- EmailRequired
Action
Search
- Search textRequired
Action
Search
- Ticket IdRequired
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

New Alert Created
Triggers when a new alert is created.
Trigger
Instant
Try It
Autopilot Conversation Created
Triggers when a new Autopilot conversation is created.
Trigger
Instant
Try It
Autopilot Conversation Status Updated
Triggers when a new Autopilot conversation status is updated.
Trigger
Instant
Try It
Autopilot Conversation Title Created
Triggers when a new Autopilot conversation title is updated.
Trigger
Instant
Try It
New Site Created
Triggers when a new site is created.
Trigger
Instant
Try It
Customer Responded to a Ticket
Triggers when a customer responded to a ticket.
Trigger
Instant
Try It
Ticket Status Changed
Triggers when ticket status changed in Atera.
Trigger
Instant
Try It
- Customer/Site NameRequired
- Created On
- Business Number
- Domain
- Address
- City
- State
- Country
- Phone
- Fax
- Notes
- Links
- Longitude
- Latitude
- Zip Code
Action
Write
- Conversation IDRequired
- Technician IDRequired
Action
Write
- EmailRequired
- 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 IDRequired
- Ticket IDRequired
Action
Write
- Conversation IDRequired
- Technician IDRequired
- CommentRequired
Action
Write
- Ticket TitleRequired
- Ticket DescriptionRequired
- Ticket Priority
- Ticket Impact
- Ticket Status
- Ticket Type
- EndUser ID
- EndUser First Name
- EndUser Last Name
- EndUser Email
- Technician ContactID
Action
Write
- ContactIDRequired
- First Name
- Last Name
- Job Title
- Phone
- Mobile Phone
- Is Contact Person
- In Ignore Mode
- Archived
- Customer ID
- Customer Name
Action
Write
- Alert IdRequired
Action
Search
- Conversation IdRequired
Action
Search
- EmailRequired
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History ObjectRequired
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About Atera

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

Related categories

IT Operations

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Atera + Salesforce

Create records in Salesforce for new tickets created in Atera

AI Technician Comment Added

Alert Resolved

Autopilot Conversation Escalated

Autopilot Conversation Summary Created

New Customer Created

Ticket Assignment Changed

New Ticket Created

End User Comment Added

Change Conversation Status

Create Alert

Create Department

New Contact Comment Created

Resolve Alert

Update Ticket

Update Departmen

Find Contact

Find Department

Find Ticket

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

New Alert Created

Autopilot Conversation Created

Autopilot Conversation Status Updated

Autopilot Conversation Title Created

New Site Created

Customer Responded to a Ticket

Ticket Status Changed

Add Customer/Site

Change Technician Assignment

Create Contact

External Ticket Created

New Technician Comment Created

Create Ticket

Update Contact

Find Alert

Find Conversation

Find Technician

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

About Atera

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces