Atera-Autotask Zapier Automation
Budget: $250 – $750 USD
I need a set of production-ready Zaps that link Atera RMM with Autotask PSA through their REST APIs. The goal is to eliminate the swivel-chair work my team currently does and have data move instantly and accurately between the two systems.
Core workflows to build and fully test:
• Ticket creation and updates – alerts that exceed set thresholds in Atera should open or update a corresponding ticket in Autotask.
• User account synchronization – new or changed contacts in either platform.
• Alert notifications – critical device alerts from Atera must trigger real-time notifications inside Autotask, including the original alert body for context.
• Company ↔ Customer synchronization – when a company is added or edited in Autotask it should appear in Atera (and vice-versa) with all core fields aligned.
• Device → Configuration Item synchronization – assets discovered in Atera should create or update Configuration Items in Autotask, carrying serial, device type and custom fields.
Deliverables
1. All Zaps (or Webhooks) running in a single Zapier folder, named and documented.
2. Custom API calls where Zapier’s native actions are missing, with code snippets commented.
3. A brief implementation guide so my team can maintain or extend the workflows.
4. Recorded test run or screen share proving each workflow fires and posts the expected data.
Acceptance criteria: every synchronization fires within two minutes, no duplicate records are produced, and API rate limits are respected.
Please pitch only if you have hands-on experience with Zapier, Atera, and Autotask APIs; generic automation backgrounds won’t be enough for this one.
Core workflows to build and fully test:
• Ticket creation and updates – alerts that exceed set thresholds in Atera should open or update a corresponding ticket in Autotask.
• User account synchronization – new or changed contacts in either platform.
• Alert notifications – critical device alerts from Atera must trigger real-time notifications inside Autotask, including the original alert body for context.
• Company ↔ Customer synchronization – when a company is added or edited in Autotask it should appear in Atera (and vice-versa) with all core fields aligned.
• Device → Configuration Item synchronization – assets discovered in Atera should create or update Configuration Items in Autotask, carrying serial, device type and custom fields.
Deliverables
1. All Zaps (or Webhooks) running in a single Zapier folder, named and documented.
2. Custom API calls where Zapier’s native actions are missing, with code snippets commented.
3. A brief implementation guide so my team can maintain or extend the workflows.
4. Recorded test run or screen share proving each workflow fires and posts the expected data.
Acceptance criteria: every synchronization fires within two minutes, no duplicate records are produced, and API rate limits are respected.
Please pitch only if you have hands-on experience with Zapier, Atera, and Autotask APIs; generic automation backgrounds won’t be enough for this one.
Related categories:
Software Development
Autotask
Documentation
Automation
Zapier
API Integration
REST API