Skip to content

Connect Rotessa and Paths by Zapier to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Start here

Start here

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Rotessa with Paths by Zapier - no code necessary. See how you can get setup in minutes.

Select a trigger from Rotessa

A trigger is an event that starts your Zap and runs the workflow. For example, with Rotessa, a trigger could be "Transaction Approved."

A trigger is the event that kicks off your automated workflow.

Setup an action from Paths by Zapier

An action is what takes place after the automation is triggered. For example, with Paths by Zapier, the action could be "Conditionally run...."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Rotessa to Paths by Zapier

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024

G2 Badge - Best Results - Winter 2024

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Rotessa to Paths by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Rotessa and Paths 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

Transaction Approved
Triggers when a transaction's status is updated to approved in Rotessa.
Trigger
Instant
Try It
New Customer
Triggers when a customer is created in Rotessa.
Trigger
Instant
Try It
Customer Change
Triggers when a customer is updated in Rotessa.
Trigger
Instant
Try It
- Customer_unique_identifier
  Required
Action
Write
- Match a Rotessa customer using
  Required
Action
Search

- Color
- Emoji
- Rules
  Required
Action
Filter

Declined Transaction
Triggers when a transaction's status is updated to declined in Rotessa.
Trigger
Instant
Try It
New Customer With Customer Authorization
Triggers when a customer is created using customer authorization in Rotessa.
Trigger
Instant
Try It
- Name
  Required
- Email
- Phone
- Customer_unique_identifier
  Required
- Customer_type
- Authorization_type
- Address
- City
- Province_code
- Postal_code
Action
Write
- Select customer to Update
  Required
Action
Write
Conditionally run...
Creates a new branch.
Action
Write

Learn how to automate Rotessa on the Zapier blog

Learn how to automate Paths by Zapier on the Zapier blog

About Rotessa

Rotessa is a payment processing tool that lets you collect ACH and EFT payments in the United States and Canada

Related categories

Payment Processing

About Paths by Zapier

Conditional logic for your Zapier workflows. Paths let your apps take different actions based on conditions you choose.

Learn more Help

Related categories

Connect Rotessa to Paths by Zapier on the world's largest no-code automation platform

Sign up with Google