Create integrations between Rotessa and Microsoft Office 365 to automate any workflow
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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 ItNew Customer
Triggers when a customer is created in Rotessa.
Try ItCustomer Change
Triggers when a customer is updated in Rotessa.
Try ItSelect Rotessa CustomerRequired
Declined Transaction
Triggers when a transaction's status is updated to declined in Rotessa.
Try ItNew Customer With Customer Authorization
Triggers when a customer is created using customer authorization in Rotessa.
Try ItNameRequired
Email
Phone
Customer Unique IdentifierRequired
Customer Type
Authorization Type
Address
City
Province Code
Postal Code
Select customer to UpdateRequired