CSG Forte Payments and Salesflare
How to connect CSG Forte Payments
- Via Zapier — 4 operations available. Set it up ↗
What you can automate
- When new Customer in CSG Forte Payments, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Sale in CSG Forte Payments, create opportunity, then find or create contact in Salesflare.
About CSG Forte Payments
CSG Forte Payments is a single platform to accept card and echeck/ACH payments, online, in-person or via IVR.
CSG Forte Payments operations on Zapier
Triggers (4)
Start a workflow when this happens
- New Credit — Triggers when a new credit transaction has been created.
- New Customer — Triggers when a new customer has been created.
- New Sale — Triggers when a new sale transaction has been created.
- New Schedule — Triggers when a new schedule transaction has been created.
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