Rotessa + Xero

Create Rotessa customers from new Xero contacts

When a new contact is created in Xero this automation will create a matching customer in Rotessa. Their unique custom identifier is set as their name since other Rotessa automations use this field to match customers.

When this happens...
New Contact
Triggers when you add a new contact.
TriggerScheduled
automatically do this!
Create Customer
Creates a new customer in Rotessa.
ActionWrite

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Supported triggers and actions

What does this mean?

New Bank Transaction
Triggers when a new bank transaction is created.
Trigger
Scheduled
New Bill
Triggers when you add a new bill. (Accounts Payable)
Trigger
Scheduled
New Contact
Triggers when you add a new contact.
Trigger
Scheduled
New Payment
Triggers when you receive a new payment.
Trigger
Scheduled
New Purchase Order
Triggers when a new purchase order is created or enters a status for the first time.
Trigger
Scheduled
New Quote
Triggers when a new quote is created.
Trigger
Scheduled
New Expense Claim Receipt
Triggers when you add a new draft expense claim receipt.
Trigger
Scheduled
New Sales Invoice
Triggers when you add a new sales invoice. (Accounts Receivable)
Trigger
Scheduled
Xero
Adds line items to an existing sales invoice.
Scheduled
Action
Xero
Creates a new Spend/Receive Money bank transaction.
Scheduled
Action
Xero
Transfers money between two bank accounts.
Scheduled
Action
Xero
Creates a new contact or updates a contact if a contact already exists.
Scheduled
Action
Xero
Creates a new quote draft.
Scheduled
Action
Xero
Creates a new credit note for a contact.
Scheduled
Action
Xero
Sends an invoice via email.
Scheduled
Action
Xero
Creates a new bill (Accounts Payable).
Scheduled
Action
Xero
Creates a new sales invoice (Accounts Receivable).
Scheduled
Action
Xero
Applies a payment to an invoice.
Scheduled
Action
Xero
Creates a new purchase order for a contact.
Scheduled
Action
Xero
Finds a contact by name or account number.
Scheduled
Action
Xero
Finds an invoice by number or reference.
Scheduled
Action
Xero
Finds or creates a specific contact.
Scheduled
Action
Rotessa
Triggers when a transaction's status is updated to approved in Rotessa.
Instant
Trigger
Rotessa
Triggers when a transaction's status is updated to declined in Rotessa.
Instant
Trigger
Rotessa
Triggers when a customer is created in Rotessa.
Instant
Trigger
Rotessa
Triggers when a customer is created using customer authorization in Rotessa.
Instant
Trigger
Rotessa
Triggers when a customer is updated in Rotessa.
Instant
Trigger
Rotessa
Creates a new customer in Rotessa.
Scheduled
Action
Rotessa
Create a new transaction in Rotessa.
Scheduled
Action
Rotessa
Update a existing customer.
Scheduled
Action
Rotessa
Match a Rotessa customer with a unique identifier.
Scheduled
Action

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 Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.