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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