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Turn new Zoho Forms submissions into Atera customers

Looking to convert form submissions into leads for your business? Here is an automation that can do that for you. Every time a response is submitted in Zoho Forms, this flow adds a new customer in Atera.

How it works
1. A new submission is made in Zoho Forms.

2. Zoho Flow creates a customer in Atera.
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Turn new Zoho Forms submissions into Atera customers

Zoho Forms + Atera

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

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

Add contact

Creates a new contact

Add customer

Creates a new customer

Create ticket

Creates a new ticket

Create alert

Creates a new alert

Update ticket

Updates the details of an existing ticket

Update contact

Updates the details of an existing contact

Update customer

Updates the details of an existing customer

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 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

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

In other words, we use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have the 'forgotten repairs' anymore. Know more

Louis Castellano

CEO, Lakeside CNC Group

We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Know more

Toto

Technical Engineer, Master Liveaboards

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