Rotessa + Drift Integrations

How to connect Rotessa + Drift

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Supported triggers and actions

What does this mean?

Transaction Approved
Triggers when a transaction's status is updated to approved in Rotessa.
Trigger
Instant
Declined Transaction
Triggers when a transaction's status is updated to declined in Rotessa.
Trigger
Instant
New Customer
Triggers when a customer is created in Rotessa.
Trigger
Instant
New Customer With Customer Authorization
Triggers when a customer is created using customer authorization in Rotessa.
Trigger
Instant
Customer Change
Triggers when a customer is updated in Rotessa.
Trigger
Instant
Create Customer
Creates a new customer in Rotessa.
Action
Write
Create Transaction
Create a new transaction in Rotessa.
Action
Write
Update Customer
Update a existing customer.
Action
Write
Rotessa
Match a Rotessa customer with a unique identifier.
Scheduled
Action
Drift
Triggers when a conversation is ready for consumption by third-party systems. This can occur in the following situations: - A conversation has not been active for a specified period of time (customizable by each organization) - A conversation had its status changed to 'closed' - A conversation was manually push to third-parties by a user.
Instant
Trigger
Drift
Triggers when a conversation is ready for consumption by third-party systems. This can occur in the following situations: - A conversation has not been active for a specified period of time (customizable by each organization) - A conversation had its status changed to 'closed' - A conversation was manually push to third-parties by a user.
Instant
Trigger
Drift
Triggers when an email address is collected from a lead.
Instant
Trigger
Drift
Triggers when a conversation is started.
Instant
Trigger
Drift
Triggers each time a new message in a conversation is received.
Instant
Trigger
Drift
Triggers when a new contact is created through drift.identify. Unless specified by the Drift team, use the "new lead" trigger.
Instant
Trigger
Drift
Triggers when a User has hit a goal within a playbook.
Instant
Trigger
Drift
Triggers when a User reaches a Goal with a specific Lead Stage.
Instant
Trigger
Drift
Creates or updates a contact.
Scheduled
Action
Drift
Logs an event for a contact.
Scheduled
Action
Drift
Updates an existing contact.
Scheduled
Action
Drift
Lookup data for an existing user by their anonymous id.
Scheduled
Action
Drift
Lookup User information by their end user id.
Scheduled
Action

How Rotessa + Drift Integrations Work

Step 1: Authenticate Rotessa and Drift.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.