Integrate Mercately with Atera
Send information between Mercately and Atera automatically, without writing any code, using Zoho Flow.
Build your own integrations between Mercately and Atera
Connect Mercately and Atera with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Mercately and Atera using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Customer created
Triggers when a new customer is created
Ticket resolved
Triggers when an existing ticket is resolved or closed
Alert created
Triggers when a new alert is created
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create customer
Creates a new customer
Update deal
Updates the details of an existing deal
Update customer
Updates the details of an existing customer
Fetch customer by ID
Fetches the details of an existing customer using ID
Fetch deal by ID
Fetches the details of an existing deal using ID
Fetch customer using search parameter
Fetches the details of an existing customer using search parameter
Add contact
Creates a new contact
Create ticket
Creates a new ticket
Create alert
Creates a new alert
Add customer
Creates a new customer
Update customer
Updates the details of an existing customer
Update ticket
Updates the details of an existing ticket
Update contact
Updates the details of an existing contact
Fetch ticket
Fetches the details of an existing ticket using ticket ID
Fetch alert
Fetches the details of an existing alert using alert ID
Fetch contact
Fetches the details of an existing contact using contact ID
Fetch customer
Fetches the details of an existing customer using customer ID
What is Mercately?
Mercately is a CRM platform that helps businesses manage sales and customer communications through WhatsApp and other channels.
What is Atera?
Atera is an IT management solution that enables monitoring, management and automation of SMB IT networks from a single console. It includes remote control, patch management, discovery, inventory of IT assets, monitoring, security, backup, and more.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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CEO, OpIndia
Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
