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1. Choose trigger event

2. Choose action

1. Select the event

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Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Transaction Approved" from Rotessa.

Add your action

An action happens after the trigger—such as "Create Contact Payment" in Sage Accounting.

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Zapier seamlessly connects Rotessa and Sage Accounting, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Connect Rotessa and Sage Accounting to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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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.

triggers, actions, or triggers and actions

Transaction Approved
Triggers when a transaction's status is updated to approved in Rotessa.
Trigger
Instant
Try It
New Customer
Triggers when a customer is created in Rotessa.
Trigger
Instant
Try It
Customer Change
Triggers when a customer is updated in Rotessa.
Trigger
Instant
Try It
- Customer_unique_identifier
  Required
Action
Write
- Match a Rotessa customer using
  Required
Action
Search
New Purchase Invoice
Triggers when a new purchase invoice is created.
Trigger
Polling
Try It
Updated Contact
Triggers when an existing contact is updated.
Trigger
Polling
Try It
New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
Polling
Try It
New Service
Triggers when a new service is created.
Trigger
Polling
Try It
Updated Contact Payment
Triggers when an existing contact payment is updated.
Trigger
Polling
Try It
Updated Purchase Invoice
Triggers when an existing purchase invoice is updated.
Trigger
Polling
Try It
Updated Sales Quote
Triggers when a sales Quote is updated.
Trigger
Polling
Try It
Updated Stock Item
Triggers when a stock item is updated.
Trigger
Polling
Try It
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
Create Purchase Invoice
Creates a new purchase invoice.
Action
Write
- Business Name
  Required
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Write
- Date
  Required
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
Update Purchase Invoice
Triggers when an existing purchase invoice is updated.
Action
Write
- Date
  Required
- Quote_number_prefix
- Quote_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
Action
Search
- Filter by Contact Name or Reference
Action
Search
- Invoice_number
Action
Search
- Name
  Required
Action
Search
- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Search or write
- Filter by Contact Name or Reference
- Business Name
  Required
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Search or write
- Invoice_number
- Date
  Required
- Invoice_number_prefix
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Search or write
- Name
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write

Declined Transaction
Triggers when a transaction's status is updated to declined in Rotessa.
Trigger
Instant
Try It
New Customer With Customer Authorization
Triggers when a customer is created using customer authorization in Rotessa.
Trigger
Instant
Try It
- Name
  Required
- Email
- Phone
- Customer_unique_identifier
  Required
- Customer_type
- Authorization_type
- Address
- City
- Province_code
- Postal_code
Action
Write
- Select customer to Update
  Required
Action
Write
New Contact Payment
Triggers when a new contact payment is created.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Product
Triggers when a new product is created.
Trigger
Polling
Try It
New Sales Quote
Triggers when a new sales Quote is created.
Trigger
Polling
Try It
New Stock Item
Triggers when a new stock item is created.
Trigger
Polling
Try It
Updated Product
Triggers when a product is updated.
Trigger
Polling
Try It
Updated Sales Invoice
Triggers when a sales invoice is updated.
Trigger
Polling
Try It
Updated Service
Triggers when a service is updated.
Trigger
Polling
Try It
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
- Business Name
  Required
- Notes
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
Create Sales Quote
Creates a new sales Quote.
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Date
  Required
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Invoice_number
Action
Search
- Name
  Required
Action
Search
- Quote_number
Action
Search
- Name
  Required
Action
Search
- Invoice_number
Action
Search or write
- Name
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write
- Quote_number
Action
Search or write
- Name
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write

About Rotessa

Rotessa is a payment processing tool that lets you collect ACH and EFT payments in the United States and Canada

Related categories

Payment Processing

About Sage Accounting

Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.

Related categories

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