Practice Ignition + Rotessa Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Practice Ignition and Rotessa.

Connect Practice Ignition + Rotessa in Minutes

It's easy to connect Practice Ignition + Rotessa and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantProposal Accepted

Triggers when a proposal is accepted.

InstantService Accepted by Client

Triggers for each service in an accepted proposal. As an example, if a client accepts a proposal containing three services, this will trigger three times - once for each of the services.

InstantDeclined Transaction

Triggers when a transaction's status is updated to declined in Rotessa.

InstantNew Customer With Customer Authorization

Triggers when a customer is created using customer authorization in Rotessa.

InstantProposal State Changed

Triggers when a proposal's state changes.

InstantTransaction Approved

Triggers when a transaction's status is updated to approved in Rotessa.

InstantNew Customer

Triggers when a customer is created in Rotessa.

InstantCustomer Change

Triggers when a customer is updated in Rotessa.

How Practice Ignition + Rotessa Integrations Work

  1. Step 1: Authenticate Practice Ignition + Rotessa.
    (30 seconds)

  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)

  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)

  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)

  5. That’s it! More time to work on other things.

Connect Practice Ignition + Rotessa