Rotessa Integrations

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Rotessa logo

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Integrate QuickBooks Online with Rotessa

QuickBooks Online

Accounting +1Accounting, Premium
Integrate Xero with Rotessa

Xero

Accounting +1Accounting, Premium
Integrate Google Sheets with Rotessa

Google Sheets

Google +1Google, Spreadsheets
Integrate Slack with Rotessa

Slack

Team Chat
Integrate Stripe with Rotessa

Stripe

Payment Processing
Integrate Microsoft Excel with Rotessa

Microsoft Excel

Microsoft +1Microsoft, Spreadsheets
Integrate Practice Ignition with Rotessa

Practice Ignition

Proposal & Invoice Management
Integrate Airtable with Rotessa

Airtable

Databases
Integrate Zoho CRM with Rotessa

Zoho CRM

CRM (Customer Relationship Management) +2CRM (Customer Relationship Management), Premium, Zoho
Integrate Gmail with Rotessa

Gmail

Email +1Email, Google
Integrate Microsoft Outlook with Rotessa

Microsoft Outlook

Email +1Email, Microsoft
Integrate Wave with Rotessa

Wave

Accounting
Integrate GoProposal with Rotessa

GoProposal

Beta +1Beta, Proposal & Invoice Management
Integrate JotForm with Rotessa

JotForm

Forms & Surveys
Integrate Mailgun with Rotessa

Mailgun

Transactional Email
Integrate HighLevel with Rotessa

HighLevel

Marketing Automation
Integrate WooCommerce with Rotessa

WooCommerce

eCommerce +1eCommerce, WordPress
Integrate Zendesk with Rotessa

Zendesk

Customer Support +1Customer Support, Premium
Integrate Kartra with Rotessa

Kartra

Marketing Automation
Integrate Paperform with Rotessa

Paperform

Forms & Surveys
Integrate Zoho Books with Rotessa

Zoho Books

Accounting +1Accounting, Zoho
Integrate amoCRM with Rotessa

amoCRM

CRM (Customer Relationship Management)
Integrate Glip with Rotessa

Glip

Team Chat
Integrate NationBuilder with Rotessa

NationBuilder

CRM (Customer Relationship Management)
Integrate Invoiced with Rotessa

Invoiced

Accounting
Integrate Mailchimp with Rotessa

Mailchimp

Email Newsletters
Integrate Trello with Rotessa

Trello

Project Management
Integrate Google Drive with Rotessa

Google Drive

File Management & Storage +1File Management & Storage, Google
Integrate HubSpot with Rotessa

HubSpot

Marketing Automation
Integrate ActiveCampaign with Rotessa

ActiveCampaign

Marketing Automation
Integrate Google Forms with Rotessa

Google Forms

Forms & Surveys +1Forms & Surveys, Google
Integrate Acuity Scheduling with Rotessa

Acuity Scheduling

Scheduling & Booking
Integrate Google Contacts with Rotessa

Google Contacts

Contact Management +1Contact Management, Google
Integrate WordPress with Rotessa

WordPress

Website Builders +1Website Builders, WordPress
Integrate ClickUp with Rotessa

ClickUp

Project Management
Integrate Square with Rotessa

Square

Payment Processing
Integrate PandaDoc with Rotessa

PandaDoc

Documents
Integrate Close with Rotessa

Close

CRM (Customer Relationship Management)
Integrate Microsoft Office 365 with Rotessa

Microsoft Office 365

Email +1Email, Microsoft
Integrate Chargebee with Rotessa

Chargebee

Payment Processing
Integrate Process Street with Rotessa

Process Street

Product Management
Integrate Clio with Rotessa

Clio

CRM (Customer Relationship Management)
Integrate Zoho Mail with Rotessa

Zoho Mail

Email +1Email, Zoho
Integrate Drift with Rotessa

Drift

Customer Support
Integrate Microsoft Exchange with Rotessa

Microsoft Exchange

Email +1Email, Microsoft
Integrate Karbon with Rotessa

Karbon

Project Management
Integrate GoCo with Rotessa

GoCo

Beta +1Beta, Human Resources

Connect Rotessa to 3,000+ Apps

  • QuickBooks Online logoRotessa logo

    Create Rotessa customers from new QuickBooks Online customers

    QuickBooks Online + Rotessa

  • QuickBooks Online logoRotessa logo

    Create Rotessa transactions from new QuickBooks Online invoices

    QuickBooks Online + Rotessa

  • Rotessa logoQuickBooks Online logoQuickBooks Online logo

    Find customers and create payments in QuickBooks Online for new approved Rotessa transactions

    Rotessa + QuickBooks Online

  • Xero logoRotessa logo

    Create Rotessa customers from new Xero contacts

    Xero + Rotessa

  • Rotessa logoXero logo

    Create Xero payments for approved Rotessa transactions

    Rotessa + Xero

  • Xero logoRotessa logo

    Create Rotessa transactions for new Xero sales invoices

    Xero + Rotessa

Rotessa Integration Details

The following Rotessa Triggers, Searches, Filters, and Actions are supported by Zapier:

Triggers

Actions

  • Create Customer

    Creates a new customer in Rotessa.

  • Create Transaction

    Create a new transaction in Rotessa.

  • Update Customer

    Update a existing customer.

Searches

  • Match a Customer

    Match a Rotessa customer with a unique identifier.

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