Rotessa and Salesflare
How to connect Rotessa
- Via Zapier — 9 operations available. Set it up ↗
What you can automate
- When new Customer in Rotessa, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Customer With Customer Authorization in Rotessa, find or create account, then find or create contact, then add contact to account in Salesflare.
About Rotessa
Rotessa is a payment processing tool that lets you collect ACH and EFT payments in the United States and Canada
Rotessa operations on Zapier
Triggers (5)
Start a workflow when this happens
- Customer Change — Triggers when a customer is updated in Rotessa.
- Declined Transaction — Triggers when a transaction's status is updated to declined in Rotessa.
- New Customer — Triggers when a customer is created in Rotessa.
- New Customer With Customer Authorization — Triggers when a customer is created using customer authorization in Rotessa.
- Transaction Approved — Triggers when a transaction's status is updated to approved in Rotessa.
Actions (3)
Things Salesflare can make it do
- Create Customer — Creates a new customer in Rotessa.
- Create Transaction — Create a new transaction in Rotessa.
- Update Customer — Update a existing customer.
Searches (1)
Look up existing records
- Match a Customer — Match a Rotessa customer with a unique identifier.
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