Connect Qwilr and Rotessa to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Project Accepted" from Qwilr.

Add your action

An action happens after the trigger—such as "Create Customer" in Rotessa.

You’re connected!

Zapier seamlessly connects Qwilr and Rotessa, automating your workflow.

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.

Project Accepted
Triggers when a project is accepted.
Trigger
Instant
Try It
Project First Viewed
Triggers when a project is first viewed.
Trigger
Instant
Try It
Create Project
Creates a new project.
Action
Write
Declined Transaction
Triggers when a transaction's status is updated to declined in Rotessa.
Trigger
Instant
Try It
New Customer With Customer Authorization
Triggers when a customer is created using customer authorization in Rotessa.
Trigger
Instant
Try It

- Name
  Required
- Email
- Phone
- Customer_unique_identifier
  Required
- Customer_type
- Authorization_type
- Address
- City
- Province_code
- Postal_code
Action
Write
- Select customer to Update
  Required
Action
Write

New Project
Triggers when a project is first created.
Trigger
Instant
Try It
Project Published
Triggers when a project is published.
Trigger
Instant
Try It
Transaction Approved
Triggers when a transaction's status is updated to approved in Rotessa.
Trigger
Instant
Try It
New Customer
Triggers when a customer is created in Rotessa.
Trigger
Instant
Try It
Customer Change
Triggers when a customer is updated in Rotessa.
Trigger
Instant
Try It
- Select Rotessa Customer
  Required
Action
Write
- Match a Rotessa customer using
  Required
Action
Search

For AI agents & developers

Use Qwilr and Rotessa with AI agents and code

Beyond Zap workflows. Call Qwilr and Rotessa actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Qwilr and Rotessa actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Project
Create Customer

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Qwilr and Rotessa actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* qwilr / rotessa action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Qwilr and Rotessa to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Qwilr to Rotessa integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Qwilr

Qwilr is reimagining the way you communicate with your clients. We help you make beautiful, intuitive sales and marketing documents that look impressive and integrate seamlessly with your business.

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About Rotessa

Rotessa is a payment processing tool that lets you collect ACH and EFT payments in the United States and Canada