Keep contact details in sync
When a contact is updated in SmartWe, update the matching requester or client user in Atera.
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
SmartWe Explore SmartWe →
TriggersFires when a new contact or lead is added to SmartWe.
Fires when a field on a contact changes in SmartWe.
Fires when a deal, case or record moves to a new stage in SmartWe.
Fires when a deal is marked won in SmartWe.
Creates or updates a contact in SmartWe.
Creates a new deal in SmartWe.
Moves a deal or record to a new stage in SmartWe.
Logs a call, email, or note against a record in SmartWe.
Atera Explore Atera →
TriggersFires when a new ticket or incident is logged in Atera.
Fires when a ticket or incident is updated in Atera.
Fires when a new user, client or device record is added in Atera.
Creates a ticket or incident in Atera.
Updates an existing ticket or incident in Atera.
Adds a note to a ticket in Atera.
More SmartWe + Atera workflows
Create a client when a deal is won
When a deal closes in SmartWe, create the client and its main contact in Atera.
See details
Log tickets on the customer record
When a new ticket is logged in Atera, add an activity to the matching company in SmartWe.
See details
See all SmartWe + Atera integrations → · Browse the full workflow library →
Common questions
Can Knit build “Keep contact details in sync” between SmartWe and Atera?
Yes — describe it in the box above and Knit's Integrations Agent researches SmartWe and Atera's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
Why connect a CRM to an IT service management tool?
For managed service providers and internal IT teams, SmartWe holds the customer relationship while Atera holds the tickets. Linking them keeps both views of the same client in step.
Can a closed deal create a client in the service desk?
Yes. When a deal is won in SmartWe, you can create the matching client or requester in Atera so support can start straight away.