How to connect Rotessa + Drift
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- 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
- 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.
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