Rotessa Integrations
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Xero
Accounting, Premium
QuickBooks Online
Accounting, Premium
Slack
Team Chat
Google Sheets
Google, Spreadsheets
Airtable
Databases
Jotform
Forms & Surveys
Wave
Accounting
Practice Ignition
Proposal & Invoice Management
Zoho CRM
CRM (Customer Relationship Management), Premium, Zoho
Gmail
Email, Google
Microsoft Outlook
Email, Microsoft
NationBuilder
CRM (Customer Relationship Management)
GoProposal
Beta, Proposal & Invoice Management
Mailgun
Transactional Email
LeadConnector
Marketing Automation
ClickUp
Project Management
WooCommerce
eCommerce, WordPress
Kartra
Marketing AutomationPaperform
Forms & SurveysamoCRM
CRM (Customer Relationship Management)Zoho Books
Accounting, ZohoGlip
Team ChatInvoiced
AccountingMailchimp
Email NewslettersTrello
Project ManagementGoogle Drive
File Management & Storage, GoogleHubSpot
Marketing AutomationActiveCampaign
Marketing AutomationGoogle Forms
Forms & Surveys, GoogleStripe
Payment ProcessingAcuity Scheduling
Scheduling & BookingGoogle Contacts
Contact Management, GoogleMicrosoft Excel
Microsoft, SpreadsheetsWordPress
Website Builders, WordPressmonday.com
Project ManagementZendesk
Customer Support, PremiumPandaDoc
DocumentsSquare
Payment ProcessingClose
CRM (Customer Relationship Management)Microsoft Office 365
Email, MicrosoftChargebee
Payment ProcessingClio
CRM (Customer Relationship Management)Process Street
Product ManagementZoho Mail
Email, ZohoMicrosoft Exchange
Email, MicrosoftBetter Proposals
Proposal & Invoice ManagementKarbon
Project ManagementVtiger CRM
CRM (Customer Relationship Management)Drift
Customer SupportGoCo
Beta, Human ResourcesPopular 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 Rotessa customers from new Xero contacts
Create Rotessa customers from new Xero contactspremiumCreate Xero payments for approved Rotessa transactions
Create Xero payments for approved Rotessa transactionspremium
- 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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