Resources · Make integration

Atera Make integrationAutomate Atera with Make.

Can Make open Atera tickets for you when a request lands somewhere else? Yes. The Atera Make integration gives you 24 modules to create, read, update and list tickets, contacts, customers, alerts, expenses and products. This guide connects your account and builds a first scenario with you.

Try the Atera integration on MakeSee the 24 modules

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What you can automate

What can the Atera Make integration do for your helpdesk?

The Atera Make integration links your Atera account to Make, a visual tool where you chain apps into a scenario, the automation you build. Each step is a module, one brick that creates, reads, updates or lists something in Atera: tickets, contacts, customers, alerts, expenses and products. You connect blocks instead of writing code.

Tickets that open themselves. When a request arrives through a form or a chat tool, Create a Contact records the person and Create a Ticket opens the case in Atera, so nobody retypes it.

A customer base that stays in step with sales. When a deal closes in your CRM, Create a Customer adds the account to Atera, and Update a Customer keeps it current when details change on the sales side.

Alerts and costs sent where people actually read them. List Alerts pulls alerts so another module can post them in a team channel, while Create an Expense logs a cost as soon as it is approved in your finance tool.

Know the limits before you start. Atera has no trigger in Make, so a scenario starts from another app or from Make's schedule, and none of the listed modules deletes anything. The official doc also flags its own content as AI-generated, so confirm key details with Atera. If a run fails, Make troubleshooting helps you read the error.

Atera may also be available as an n8n node. The n8n vs Make comparison sets out the criteria, and Make training is there if you want to build these flows yourself.

Connect

How do you connect your Atera account to Make?

  1. 01

    Copy your API key in Atera

    In Atera, open Admin in the side panel, then Data management and API. Click the eye icon to reveal the key and copy it. Make uses this key to act on your account.

  2. 02

    Add an Atera module and create the connection

    In your scenario, add any Atera module and click Create a connection. A connection is your Atera account linked to Make once, then reused by every Atera module. A label in Connection name is optional.

  3. 03

    Paste the key and confirm

    Paste the API key you copied, or follow the on-screen instructions, then confirm. Make can now list the Atera data it reads, and every other Atera module in your scenarios picks up this same connection.

First scenario

Your first scenario: turn a support request into an Atera ticket

GoalWhen someone sends a support request through another app, Make records the contact in Atera and opens a ticket for them.

  1. 01

    Create the scenario

    From the Scenarios page, create a new scenario and click the + to add the first module. Pick the app that receives the requests, such as your form tool, since Atera has no trigger.

  2. 02

    Add Create a Contact

    Click the + on the right of that module, search for Atera and choose Create a Contact. Select your connection, then map the requester's details from the previous module into the fields Make shows.

  3. 03

    Add Create a Ticket

    Add one more module with the +: Create a Ticket. Map data from the form and from the contact you just created, so the ticket is tied to the right person in Atera.

  4. 04

    Test with Run once

    Send a test request, then click Run once. Make executes the scenario one time and shows the bundles each module received, one bundle per item. Check that the contact and the ticket appear in Atera.

  5. 05

    Schedule and switch on

    Open the clock on the first module to set the schedule, every 15 minutes by default for a new scenario, then switch the scenario on. From then on, new requests reach Atera without anyone copying them.

Modules

What each Atera module does in Make

Atera gives you 24 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Atera1

Create a Contact

Action

In Make“Creates a new contact.”

Adds a person to Atera, the end user who reports problems, so tickets can point to someone real instead of a name typed in a hurry.

When to use it
a new employee joins a client company and your onboarding form should register them before their first request.
Watch out
every run adds a new contact, so run List Contacts first when the person may already exist.
Atera2

Create a Customer

Action

In Make“Creates a new customer.”

Opens a new customer account in Atera for a company you support, without anyone filling in the same record twice.

When to use it
a contract gets signed in your CRM and the client should exist in Atera before the first technician works for them.
Watch out
nothing stops a duplicate here; place List Customers ahead of it and continue only when that search comes back empty.
Atera3

Create an Alert

Action

In Make“Creates a new alert.”

Raises an alert inside Atera from outside data, so a warning spotted by another tool shows up where your technicians already look.

When to use it
a monitoring service or an uptime checker flags a problem and you want it in the same Atera view as the rest.
Watch out
an alert is not a ticket; add Create a Ticket right after it if someone has to take the case.
Atera4

Create an Expense

Action

In Make“Creates a new expense.”

Logs a cost in Atera, so money spent on a client job sits with the rest of your support data instead of in a side spreadsheet.

When to use it
a purchase gets approved in your finance tool and the amount should be recorded in Atera as well.
Watch out
a test with Run once writes a real expense, so clean up test entries in Atera once the scenario works.
Atera5

Create a Product

Action

In Make“Creates a new product.”

Adds an item to your product list in Atera, which spares your team from typing each new reference in two places.

When to use it
a new item appears in your purchasing tool or in a shared sheet and technicians should find it in Atera too.
Watch out
each run creates a separate product, so filter the source rows first or you will end up with copies.
Atera6

Create a Ticket

Action

In Make“Creates a new ticket.”

Opens a support ticket in Atera from any source Make can read, so requests stop getting lost between email, chat and forms.

When to use it
a customer fills in a support form or writes to a shared inbox and the case must reach your helpdesk queue.
Watch out
map the requester from an earlier module, such as Create a Contact, so your technicians see who asked.
Atera7

Get a Contact

Action

In Make“Retrieves a specific contact.”

Fetches one contact you can already point to and hands their full record to the next modules in a single bundle.

When to use it
a ticket reached your scenario and you need the requester's details to notify them in another app.
Watch out
the module needs to know exactly which contact to read; if you only have a name, List Contacts is the better start.
Atera8

Get a Customer

Action

In Make“Retrieves a specific customer.”

Reads a single customer account from Atera, so the rest of the scenario works from what Atera holds rather than from a stale copy.

When to use it
an invoice or a deal in another tool refers to a client and you want the Atera record before changing anything.
Watch out
map the customer from an earlier module; when you only know part of the name, run List Customers instead.
Atera9

Get an Alert

Action

In Make“Retrieves a specific alert.”

Pulls the details of one Atera alert, so another app receives the full picture rather than a bare notification.

When to use it
an alert is mentioned in a ticket or a message and you want its details copied into a report or a chat thread.
Watch out
this module reads one alert at a time; to scan several, List Alerts returns them as separate bundles.
Atera10

Get an Expense

Action

In Make“Retrieves a specific expense.”

Retrieves a single expense recorded in Atera, handy when a figure needs checking before it moves on to accounting.

When to use it
your finance team asks about a cost and the scenario should send the matching Atera entry to their tool.
Watch out
it reads without changing anything; pair it with Update an Expense when a correction has to follow.
Atera11

Get a Product

Action

In Make“Retrieves a specific product.”

Looks up one product in Atera and returns its record, so the next module works with your own product data.

When to use it
a quote in another tool mentions an item and you want the Atera entry to compare it or copy it across.
Watch out
the product must be identified precisely; browse with List Products when you are not sure which one you need.
Atera12

Get a Ticket

Action

In Make“Retrieves a specific ticket.”

Brings back one ticket as it stands right now, which lets a scenario react to what is really in Atera instead of old data.

When to use it
a customer asks for news in a chat tool and the scenario should answer with the ticket's latest details.
Watch out
one call returns one ticket; anything that loops over many tickets should start with List Tickets.
Atera13

Make an API Call

Action

In Make“Performs an arbitrary authorized API call.”

Reaches any endpoint of the Atera API with the connection you already set up, which covers whatever the other modules on this page leave out.

When to use it
you need something from Atera that no ready-made module offers, and you still want it inside the same scenario.
Watch out
you write the request yourself, so keep the Atera API documentation open while you fill in the module.
Atera14

Update a Contact

Action

In Make“Updates a specific contact.”

Changes an existing contact in Atera, so the person's record stays right without anyone editing it by hand.

When to use it
someone changes role or details in your HR tool and your helpdesk should know before their next ticket.
Watch out
check what you map before a real run; read the contact with Get a Contact first if you need to compare.
Atera15

Update a Customer

Action

In Make“Updates a specific customer.”

Edits a customer account already in Atera, keeping the company record aligned with what sales or billing knows.

When to use it
a client moves offices or renames itself in your CRM and Atera should follow without a manual edit.
Watch out
it needs the right customer; find it with List Customers or Get a Customer before this module runs.
Atera16

Update an Expense

Action

In Make“Updates a specific expense.”

Corrects an expense that already exists in Atera, which keeps a single entry per cost instead of a pile of adjustments.

When to use it
an amount is revised in your finance tool after approval and Atera should show the final figure.
Watch out
the change applies to a real entry at once, so test it on a dummy expense before switching the scenario on.
Atera17

Update a Product

Action

In Make“Updates a specific product.”

Modifies a product in Atera, so your technicians see the same item details as your purchasing team.

When to use it
a supplier changes an item and the new information lands in your shared sheet or buying tool first.
Watch out
point it at one precise product; if a List Products search returns several, filter them before this step.
Atera18

Update a Ticket

Action

In Make“Updates a specific ticket.”

Moves a ticket forward from outside Atera, updating it when work happens in another tool so the helpdesk view stays honest.

When to use it
a fix is confirmed in your project tool or a customer replies elsewhere and the ticket should reflect it.
Watch out
if the same scenario also creates tickets, check that it updates the one it means to, not a fresh copy.
Atera19

List Alerts

Search

In Make“Retrieves a list of alerts.”

Returns the alerts Atera holds as separate bundles, one per alert, ready to be sorted, filtered or sent elsewhere.

When to use it
your team wants alerts pushed into a chat channel or a shared report instead of checking Atera by hand.
Watch out
each following module runs once per bundle, and every run is an operation, the unit Make counts on your plan.
Atera20

List Contacts

Search

In Make“Retrieves a list of contacts.”

Searches your Atera contacts and gives back zero, one or several matches, which is the safe way to check before you create anyone.

When to use it
a request comes in from someone you may already know and you want to reuse the existing contact.
Watch out
an empty result is normal, so add a filter that routes it towards Create a Contact instead of stopping.
Atera21

List Customers

Search

In Make“Retrieves a list of customers.”

Pulls a list of customer accounts from Atera, useful to match a company from another tool with the one you support.

When to use it
a new deal arrives from your CRM and you first want to know whether the client is already in Atera.
Watch out
several customers may come back; add a filter so only the right one reaches the update or create step.
Atera22

List Expenses

Search

In Make“Retrieves a list of expenses.”

Gathers the expenses recorded in Atera so you can pass them to a spreadsheet or an accounting tool in one go.

When to use it
your bookkeeper wants Atera costs next to the rest of the company's figures without exporting them by hand.
Watch out
every expense becomes its own bundle; use an aggregator from Make if the next app expects a single file.
Atera23

List Products

Search

In Make“Retrieves a list of products.”

Returns the products stored in Atera, which is the starting point when you want to compare them with another list.

When to use it
you reconcile your Atera items with a supplier sheet and need to spot what is missing on either side.
Watch out
a long list means many bundles and many operations, so narrow the search before the next modules run.
Atera24

List Tickets

Search

In Make“Retrieves a list of tickets.”

Collects tickets from Atera as a series of bundles, so a scheduled scenario can report on them or push them to another team.

When to use it
a manager wants tickets copied into a dashboard sheet, or a chat channel should hear about them.
Watch out
the same tickets can come back on each run, so track what was already sent to avoid posting it twice.
Need help

Need help automating Atera with Make?

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FAQ

Atera and Make: common questions

01Is the Atera Make integration free?
Yes, Atera is a standard app in Make, so it works on the Free plan. That plan allows 2 active scenarios, at least 15 minutes between scheduled runs, up to 5 minutes of execution per run, files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) bring the interval down to 1 minute, lift the cap on active scenarios and count usage in credits, meaning operations, each month. Your Atera subscription is separate and is not covered here.
02What do you need to connect Atera to Make?
An active Atera account and its API key are the only requirements the documentation lists. The key sits in Atera under Admin, then Data management, then API, where the eye icon reveals it. In Make, add any Atera module, click Create a connection, give it a name if you like, and paste the key. That single connection then serves all 24 Atera modules in every scenario you build, so the setup happens once per account.
03Can Atera start a Make scenario by itself?
No, the Atera app in Make has no trigger, neither scheduled nor instant. A scenario that works with Atera starts elsewhere: on a trigger from another app, such as a new form entry, or on the schedule of the first module, every 15 minutes by default. From there, List Tickets or List Alerts can fetch data from Atera and hand each item to the next module. On the Free plan, scheduled runs stay at least 15 minutes apart; paid plans allow 1 minute.
04What if an Atera module is missing in Make?
Use Make an API Call. It reuses your Atera connection and can reach any endpoint of the Atera API, so it covers what the 18 actions and 6 searches do not. You write the request yourself, which takes a look at the Atera API documentation. Keep in mind that the Make documentation for Atera states it is AI-generated from the official Atera docs and may contain mistakes, so confirm important details with Atera before building on them.
05Should you use Make or n8n for Atera?
It depends on your setup. In Make, Atera comes with 24 modules, 18 actions and 6 searches, and no trigger, so every scenario starts from another app or a schedule. The same app often has an n8n node as well. Check that the actions you need exist on the side you pick, and which tool your team already uses for its other scenarios. No ranking is made here between the two; the comparison page on this site goes through the criteria one by one.
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