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Rotessa + Drift Integrations

Rotessa logoDrift logo
Rotessa logoDrift logo

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Rotessa and Drift.

Connect Rotessa + Drift in Minutes

It's easy to connect Rotessa + Drift and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantTransaction Approved

Triggers when a transaction's status is updated to approved in Rotessa.

InstantDeclined Transaction

Triggers when a transaction's status is updated to declined in Rotessa.

InstantNew Customer

Triggers when a customer is created in Rotessa.

InstantNew Customer With Customer Authorization

Triggers when a customer is created using customer authorization in Rotessa.

InstantCustomer Change

Triggers when a customer is updated in Rotessa.

InstantConversation Pushed

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.

InstantNew Lead

Triggers when an email address is collected from a lead.

InstantNew Conversation

Triggers when a conversation is started.

InstantNew Message

Triggers each time a new message in a conversation is received.

InstantNew Contact

Triggers when a new contact is created through drift.identify. Unless specified by the Drift team, use the "new lead" trigger.

How Rotessa + Drift Integrations Work

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