1.Capture declined transaction
Integrate Rotessa and payment decline events to capture the declined payment event and extract decline identifiers.
When a rebill payment attempt is declined, delays can slow reconciliation and recovery. This automation captures the decline, parses account references, finds the right Xero contact, and creates and submits the sales invoice—so your team can pursue payment sooner.
Integrate Rotessa and payment decline events to capture the declined payment event and extract decline identifiers.
Integrate Code by Zapier and data transformation tools to run JavaScript and parse the raw account reference.
Integrate Xero and accounting contact matching to search Xero contacts by parsed account number.
Integrate Xero and invoice generation to create a sales invoice, set dates and line items, and mark it as submitted.
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Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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