CSG Forte Payments + eEndorsements integrations
Create eEndorsements contacts from new sales in CSG Forte Payments
As new sales are transacted in CSG Forte Payments, customers are added to eEndorsements to automate reviews and surveys.
- When this happens...New SaleTriggers when a new sale transaction has been created.
- automatically do this!Create or Update ContactCreates a new contact.
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More things you can do with CSG Forte Payments and eEndorsements
Discover other triggers and actions you can use with CSG Forte Payments and eEndorsements
- New Credit
Triggers when a new credit transaction has been created.
Try ItTriggerInstant - New Sale
Triggers when a new sale transaction has been created.
Try ItTriggerInstant - EmailRequired
- First Name
- Last Name
- Mobile Phone
- Home Phone
- City
- State
ActionWrite
- New Customer
Triggers when a new customer has been created.
Try ItTriggerInstant - New Schedule
Triggers when a new schedule transaction has been created.
Try ItTriggerInstant
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