--- title: "Connect Atera and SightMill - APIANT.ai" description: "When \"New Alert Created\" fires in Atera, your agent runs \"Add phone contact\" in SightMill, or \"New Survey\" in SightMill to \"Add Customer/Site\" in Atera." canonical: "https://apiant.ai/connect/atera-to-sightmill" --- # Connect Atera and SightMill When **New Alert Created** fires in [Atera](https://apiant.ai/connections/atera), your agent runs **Add phone contact** in [SightMill](https://apiant.ai/connections/sightmill), or **New Survey** in SightMill 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 SightMill **1** trigger SightMill **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 SightMill 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 SightMill can do together ### From Atera to SightMill - When **New Alert Created** in Atera then **Add phone contact** in SightMill - When **New Customer Created** in Atera then **Send Email Survey** in SightMill ### From SightMill to Atera - When **New Survey** in SightMill then **Add Customer/Site** in Atera - When **New Survey** in SightMill 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 SightMill ## Triggers and actions 6 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 Survey** Triggers when a new survey response is recorded in a SightMill project. - Action **Add phone contact** Adds a phone contact to a SightMill project so it can receive SMS surveys. - Action **Get email survey response** Returns one email survey's status, score, verbatim comment, respondent email and additional form answers by its Survey ID. - Action **Get SMS survey response** Returns one SMS survey by its ID, including its status, score, written comment, tags and the recipient's phone number. - Action **List contact groups** Returns the contact groups in a SightMill project for the chosen contact category, email or phone. - Action **List email contacts** Returns the email contacts in a SightMill project, optionally limited to one contact group. - Action **List phone contacts** Returns the phone contacts in a SightMill project, optionally limited to one contact group. - Action **List projects** Returns all active SightMill projects in the account, with each project's name, website and which survey channels are active. - Action **Send Email Survey** Sends a SightMill email survey to a single email address and returns the ID of the survey that was sent. - Action **Send SMS Survey** Sends a SightMill SMS survey to a single phone number and returns the ID of the survey that was sent. ## 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) - [ **SightMill** Gather customer feedback or employee feedback via email, on your website, by SMS, or at events with...](https://apiant.ai/connections/sightmill) 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 SightMill - [ **HubSpot to SightMill** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sightmill) - [ **Salesforce to SightMill** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sightmill) - [ **Google Sheets to SightMill** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-sightmill) - [ **Gmail to SightMill** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sightmill) - [ **Google Calendar to SightMill** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sightmill) - [ **Google Drive to SightMill** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-sightmill) Questions ## Atera and SightMill, 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 SightMill when something happens in Atera? Any of SightMill's 9 actions, including Send Email Survey, Send SMS Survey, Add phone contact and Get email survey response. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SightMill to Atera? Yes. When something happens in SightMill, your agent can act in Atera too. This page covers both directions: SightMill's triggers and Atera's actions are listed here as well. ### ### Do I have to build a connector for Atera or SightMill? 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 SightMill 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.