QuickBooks Online integration with Rotessa
How to Create Rotessa customers from new QuickBooks Online customers
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 "Create Rotessa customers from new QuickBooks Online customers" 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 Rotessa integrations
Rotessa actions
Nekton can use any feature that is available in Rotessa API.
Using our advanced AI, you can easily create custom automations for Rotessa.
Here are some typical actions you can do in your automated workflows.
Create Transaction
Create a new transaction in Rotessa.
Match a Customer
Match a Rotessa customer with a unique identifier.
Create Customer
Creates a new customer in Rotessa.
Update Customer
Update a existing customer.
Transaction Approved
Triggers when a transaction's status is updated to approved in Rotessa.
New Customer
Triggers when a customer is created in Rotessa.
About Rotessa
Rotessa is a payment processing tool that lets you collect ACH and EFT payments in the United States and Canada