--- title: "Connect Atera and Channels - APIANT.ai" description: "When \"New Alert Created\" fires in Atera, your agent runs \"Add note to contact\" in Channels." canonical: "https://apiant.ai/connect/atera-to-channels" --- # Connect Atera and Channels When **New Alert Created** fires in [Atera](https://apiant.ai/connections/atera), your agent runs **Add note to contact** in [Channels](https://apiant.ai/connections/channels), or **New Call Finished** in Channels to **Add Customer/Site** in Atera. Describe the whole flow and it is built, tested on every scenario and kept running. Atera **5** triggers Atera **3** actions Channels **2** triggers Channels **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Atera and Channels to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Atera and Channels can do together ### From Atera to Channels - When **New Alert Created** in Atera then **Add note to contact** in Channels - When **New Customer Created** in Atera then **Create New Contact** in Channels ### From Channels to Atera - When **New Call Finished** in Channels then **Add Customer/Site** in Atera - When **New Voicemail Left **in Channels then **Find Ticket** in Atera Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Atera and Channels ## Triggers and actions 7 triggers · 12 actions - Trigger **Alert Resolved** Triggers when an alert is resolved (closed) in Atera. - Trigger **New Alert Created** Triggers when a new alert is created in Atera. - Trigger **New Customer Created** Triggers when a new customer (site) is created in Atera. - Trigger **New Ticket Created** Triggers when a new ticket is created in Atera. - Trigger **Ticket Status Changed** Triggers when a ticket's status changes in Atera. - Action **Add Customer/Site** Creates a new customer (site) in Atera. - Action **Find Alert** Returns one Atera alert by its ID. - Action **Find Ticket** Returns one Atera ticket by its ID. - Trigger **New Call Finished** Triggers when a call is finished. - Trigger **New Voicemail Left** - Action **Add note to contact** Add a note to a contact's history. - Action **Add number to do-not-call list** Block a phone number by adding it to the Do Not Call list. - Action **Create New Contact** Creates a new Contact in your Channels account. - Action **Delete contact** Delete a contact by id. - Action **Delete number from do-not-call list** Unblock a phone number by removing it from the Do Not Call list. - Action **Get account balance** Retrieve the account's current finance balance. - Action **Get contact** Retrieve a single contact by id. - Action **List contacts** List all contacts on the account. - Action **Update contact** Update an existing contact's fields. ## Each app on its own - [ **Atera** Atera is an all-in-one IT management platform powered by Action AI to manage, patch, and secure every...](https://apiant.ai/connections/atera) - [ **Channels** Channels is a data-driven phone system that lets you make and take calls directly in the browser.](https://apiant.ai/connections/channels) Reviews ## What our customers say ## More from Atera - [ **Atera to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/atera-to-hubspot) - [ **Atera to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/atera-to-salesforce) - [ **Atera to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/atera-to-slack) - [ **Atera to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/atera-to-google-sheets) - [ **Atera to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/atera-to-gmail) - [ **Atera to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/atera-to-google-calendar) ## More into Channels - [ **Pipefile to Channels** Pipefile streamlines the collection of personal, financial, and otherwise sensitive documents to keep your...](https://apiant.ai/connect/pipefile-to-channels) - [ **ActiveCampaign to Channels** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-channels) - [ **Airtable to Channels** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-channels) - [ **Asana to Channels** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-channels) - [ **Brevo to Channels** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-channels) - [ **Calendly to Channels** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-channels) Questions ## Atera and Channels, answered ### ### What can start an automation from Atera? Any of Atera's 5 triggers in the catalog, including New Alert Created, New Customer Created, New Ticket Created and Ticket Status Changed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Channels when something happens in Atera? Any of Channels's 9 actions, including Create New Contact, Update contact, Add note to contact and Add number to do-not-call list. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Channels to Atera? Yes. When something happens in Channels, your agent can act in Atera too. This page covers both directions: Channels's triggers and Atera's actions are listed here as well. ### ### Do I have to build a connector for Atera or Channels? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Atera and Channels without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.