Find customers and create payments in QuickBooks Online for new approved Rotessa transactions
This integration creates a payment in QuickBooks Online when a new transaction is approved in Rotessa. Payments are automatically linked to invoices in QuickBooks Online when they are created with a unique transaction identifier. With invoices marked as paid automatically, you don't have to manually match invoices.
This integration creates a payment in QuickBooks Online when a new transaction is approved in Rotessa. Payments are automatically linked to invoices in QuickBooks Online when they are created with a unique transaction identifier. With invoices marked as paid automatically, you don't have to manually match invoices.
- When this happens...Transaction Approved
Triggers when a transaction's status is updated to approved in Rotessa.
- automatically do this...Find Customer
Find a customer by name or email address.
- then do this!Create Payment
Triggered when a payment is received (with line item support).
- Free forever for core features
- 14 day trial for premium features & apps
Transaction Approved
Triggers when a transaction's status is updated to approved in Rotessa.
Try ItNew Customer
Triggers when a customer is created in Rotessa.
Try ItCustomer Change
Triggers when a customer is updated in Rotessa.
Try ItSelect Rotessa CustomerRequired
Declined Transaction
Triggers when a transaction's status is updated to declined in Rotessa.
Try ItNew Customer With Customer Authorization
Triggers when a customer is created using customer authorization in Rotessa.
Try ItNameRequired
Email
Phone
Customer Unique IdentifierRequired
Customer Type
Authorization Type
Address
City
Province Code
Postal Code
Select customer to UpdateRequired