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Or pick an app to pair with
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Accounting
Airtable
Databases
Gmail
Email, Google
Jotform
Forms & Surveys
HubSpot
Marketing Automation
Chargebee
Payment Processing
Microsoft Outlook
Calendar, Email, Microsoft
ActiveCampaign
Marketing Automation
Zoho Books
Accounting, Zoho
QuickBooks Online
Accounting
Airtable
Databases
Gmail
Email, Google
Jotform
Forms & Surveys
HubSpot
Marketing Automation
Chargebee
Payment Processing
QuickBooks Online
Accounting
Airtable
Databases
Gmail
Email, Google
Jotform
Forms & Surveys
HubSpot
Marketing Automation
Chargebee
Payment Processing
Microsoft Outlook
Calendar, Email, Microsoft
ActiveCampaign
Marketing Automation
Zoho Books
Accounting, Zoho
Join millions worldwide who automate their work using Zapier
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.
- Transaction Approved
Triggers when a transaction's status is updated to approved in Rotessa.
Try ItTriggerInstant - New Customer
Triggers when a customer is created in Rotessa.
Try ItTriggerInstant - Customer Change
Triggers when a customer is updated in Rotessa.
Try ItTriggerInstant - Select Rotessa CustomerRequired
ActionWrite
- Declined Transaction
Triggers when a transaction's status is updated to declined in Rotessa.
Try ItTriggerInstant - New Customer With Customer Authorization
Triggers when a customer is created using customer authorization in Rotessa.
Try ItTriggerInstant - NameRequired
- Email
- Phone
- Customer_unique_identifierRequired
- Customer_type
- Authorization_type
- Address
- City
- Province_code
- Postal_code
ActionWrite- Select customer to UpdateRequired
ActionWrite
For builders
Let your AI safely access Rotessa
Go beyond Zap workflows. Install Zapier in your AI to call Rotessa actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in Rotessa from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose Rotessa actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Rotessa connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "rotessa", owner: "me" });
await zapier.runAction({
app: 'rotessa',
action: 'create_customer',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
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