Rotessa Integrations
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Proposal & Invoice ManagementQuickBooks Online
AccountingCode by Zapier
Developer Tools, ZapierSlack
Team ChatAirtable
DatabasesJotform
Forms & SurveysConnect your apps and automate workflows
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Popular ways to use Rotessa workflows
Create Rotessa customers from new QuickBooks Online customers
Create Rotessa customers from new QuickBooks Online customersPremiumCreate Rotessa transactions from new QuickBooks Online invoices
Create Rotessa transactions from new QuickBooks Online invoicesPremiumFind customers and create payments in QuickBooks Online for new approved Rotessa transactions
Find customers and create payments in QuickBooks Online for new approved Rotessa transactionsPremiumCreate Xero payments for approved Rotessa transactions
Create Xero payments for approved Rotessa transactionsPremiumCreate Rotessa transactions for new Xero sales invoices
Create Rotessa transactions for new Xero sales invoicesPremiumCreate Rotessa transactions for new Chargebee invoices
Create Rotessa transactions for new Chargebee invoices
- Transaction ApprovedTriggers when a transaction's status is updated to approved in Rotessa.Trigger
- Declined TransactionTriggers when a transaction's status is updated to declined in Rotessa.Trigger
- New CustomerTriggers when a customer is created in Rotessa.Trigger
- New Customer With Customer AuthorizationTriggers when a customer is created using customer authorization in Rotessa.Trigger
- Customer ChangeTriggers when a customer is updated in Rotessa.Trigger
- Create CustomerCreates a new customer in Rotessa.Action
- Create TransactionCreate a new transaction in Rotessa.Action
- Update CustomerUpdate a existing customer.Action
- Rotessa
Match a Rotessa customer with a unique identifier.
Scheduled
Action
About Rotessa
Rotessa is a payment processing tool that lets you collect ACH and EFT payments in the United States and Canada
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