Connect CSG Forte Payments and Email by Zapier to power AI-driven automation
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Launch your first automated workflow
Start with a template that brings CSG Forte Payments and Email by Zapier together. Build enterprise-grade automation in minutes.
Our most popular template
How Zapier works
Zapier makes it easy to integrate CSG Forte Payments with Email by Zapier - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Credit" from CSG Forte Payments.
Add your action
An action happens after the trigger—such as "Send Outbound Email" in Email by Zapier.
You’re connected!
Zapier seamlessly connects CSG Forte Payments and Email by Zapier, automating your workflow.
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.
- New Credit
Triggers when a new credit transaction has been created.
Try ItTriggerInstant - New Sale
Triggers when a new sale transaction has been created.
Try ItTriggerInstant - New Inbound Email
Triggers when an email is forwarded to your own custom
Try ItTriggerInstant - Zap_id
- Free_test_limitation
- ToRequired
- SubjectRequired
- Body (HTML or Plain)Required
- Attachment
- From_name
- Reply_to
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
ActionWrite
- New Customer
Triggers when a new customer has been created.
Try ItTriggerInstant - New Schedule
Triggers when a new schedule transaction has been created.
Try ItTriggerInstant - Setup Directions
Try ItTriggerInstant
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Connect CSG Forte Payments and Email by Zapier 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.
Automate your lead management and improve conversions
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