Integrate Atera with Salesmate

Send information between Atera and Salesmate automatically, without writing any code, using Zoho Flow.

Build your own integrations between Atera and Salesmate

Connect Atera and Salesmate with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Atera and Salesmate using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Alert created

Triggers when a new alert is created

Ticket resolved

Triggers when an existing ticket is resolved or closed

Company created

Triggers when a new company is created

Deal created

Triggers when a new deal is created

Contact created

Triggers when a new contact is created

Activity created

Triggers when a new activity is created

All Actions - Actions are the automated tasks

Add customer

Creates a new customer

Create alert

Creates a new alert

Create ticket

Creates a new ticket

Add contact

Creates a new contact

Update contact

Updates the details of an existing contact

Update ticket

Updates the details of an existing ticket

Update customer

Updates the details of an existing customer

Fetch ticket

Fetches the details of an existing ticket using ticket ID

Fetch customer

Fetches the details of an existing customer using customer ID

Fetch contact

Fetches the details of an existing contact using contact ID

Fetch alert

Fetches the details of an existing alert using alert ID

Create deal

Creates a new deal

Create company

Creates a new company

Create activity

Creates a new activity

Create contact

Creates a new contact

Update contact

Updates the details of an existing contact

Update activity

Updates the details of an existing activity

Update deal

Updates the details of an existing deal

Update company

Updates the details of an existing company

Fetch company

Fetches the details of a company by name, ID, or website

Fetch activity

Fetches the details of an activity by title or ID

Fetch contact

Fetches the details of a contact by name, ID, or email

Fetch deal

Fetches the details of a deal by title or ID

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.

ITSM

What is Salesmate?

Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.

CRM

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.

Learn more >

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Neville Mader

Director, Perth Security Services

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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