CSG Forte Payments integration with FreshBooks
How to Add new CSG Forte Payments sale transactions as payments in FreshBooks New
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new CSG Forte Payments sale transactions as payments in FreshBooks New" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate CSG Forte Payments integrations
CSG Forte Payments actions
Nekton can use any feature that is available in CSG Forte Payments API.
Using our advanced AI, you can easily create custom automations for CSG Forte Payments.
Here are some typical actions you can do in your automated workflows.
New Credit
Triggers when a new credit transaction has been created.
New Sale
Triggers when a new sale transaction has been created.
New Customer
Triggers when a new customer has been created.
New Schedule
Triggers when a new schedule transaction has been created.
About CSG Forte Payments
CSG Forte Payments is a single platform to accept card and echeck/ACH payments, online, in-person or via IVR.