Connect Rotessa and The Value Builder System™

Both apps 36Rotessa 15The Value Builder System™ 21

• Trigger
  Customer Change

  Triggers when a Rotessa customer is added or updated.

• Trigger
  Declined Transaction

  Triggers when a Rotessa payment is declined.

• Trigger
  New Customer

  Triggers when a new customer is added in Rotessa.

• Trigger
  Transaction Approved

  Triggers when a Rotessa payment is approved.

• Action
  Create Customer

  Creates a new customer in Rotessa with their bank details.

• Action
  Create Transaction

  Creates a one-time or recurring payment (transaction schedule) for a Rotessa customer.

• Action
  Create Transaction Schedule by Custom Identifier

  Creates a one-time or recurring payment for the customer identified by your custom identifier.

• Action
  Delete Transaction Schedule

  Deletes a transaction schedule so no further payments are processed.

• Action
  Get Customer

  Returns one Rotessa customer by ID, including bank details, address and schedules.

• Action
  Get Transaction Schedule

  Returns one transaction schedule and its payments.

• Action
  List Customers

  Returns all customers in your Rotessa account.

• Action
  List Transactions

  Returns payments processed in a date range, optionally filtered by status (Pending, Approved, Declined, Chargeback).

• Action
  Match a Customer

  Finds the Rotessa customer that carries your custom identifier.

• Action
  Update Customer

  Updates an existing Rotessa customer's contact or bank details.

• Action
  Update Transaction Schedule

  Changes the amount or comment of an existing transaction schedule.

• Trigger
  Clicked Email by Contact

  Triggers when a contact clicks a link in an email.

• Trigger
  New Activity Feed

  Triggers when a new entry is added to the Value Builder activity feed.

• Trigger
  New Contact

  Triggers when a new contact is added to Value Builder.

• Trigger
  Open/Click Contact Email

  Triggers when a contact opens or clicks an email.

• Trigger
  Opened Email by Contact

  Triggers when a contact opens an email.

• Trigger
  Sent Email to Contact

  Triggers when an email is sent to a contact.

• Trigger
  Unsubscribe Contact From Nurture Cycle

  Triggers when a contact unsubscribes from the Nurture Cycle.

• Action
  Activate Contact Nurture Cycle

  Activates the Nurture Cycle for a contact.

• Action
  Create Contact From Email

  Creates a new contact from an email address, name, company and country.

• Action
  Create Tag

  Creates a tag.

• Action
  Deactivate Contact Nurture Cycle

  Deactivates the Nurture Cycle for a contact.

• Action
  Find Contact From Email

  Searches contacts by email address or name and returns the first match plus all matches.

• Action
  Find Tags

  Searches tags by name, or returns all tags.

• Action
  Get Activity

  Returns one activity feed entry by its ID.

• Action
  Get Contact

  Returns one contact by its ID.

• Action
  List Advisors

  Returns the advisors contacts can be assigned to.

• Action
  List Contact Tags

  Returns the tags on a contact.

• Action
  Remove Tags from Contact

  Removes one or more tags from a contact.

• Action
  Replace Contact Tags

  Replaces all of a contact's tags with the list you supply.

• Action
  Tag Contact

  Adds one or more tags to a contact.

• Action
  Update Contact From Email

  Updates the fields you supply on an existing contact; fields left blank are unchanged.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.