Create integrations between CSG Forte Payments and Microsoft Excel to automate any workflow
Create your first workflow
Quickly automate workflows with CSG Forte Payments and Microsoft Excel using Zapier's templates.
Our most popular template
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New Credit
Triggers when a new credit transaction has been created.
Try ItNew Sale
Triggers when a new sale transaction has been created.
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try ItStorage Source
Folder
SpreadsheetRequired
Try It
New Customer
Triggers when a new customer has been created.
Try ItNew Schedule
Triggers when a new schedule transaction has been created.
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try It