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Automate when something happens in rotessa
Login -> Create new flow -> Select trigger -> Search rotessa -> Choose the trigger from the list
Take action in rotessa when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search rotessa -> Choose the action from the list
Trigger
Action
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Common triggers: payment received, payment failed, schedule created, or customer added in Rotessa. Actions include creating a payment schedule, sending receipts, updating CRM records, adding accounting entries, and sending alerts. Set triggers and map fields—no code.
Automation reduces manual invoicing and follow-up, enables immediate retries on failures, and syncs payments to accounting for faster reconciliation. That means fewer missed payments, faster collections, and lower days sales outstanding.
Rotessa processes ACH/EFT in the U.S. and Canada; confirm specific compliance details with Rotessa. viaSocket connects securely to your Rotessa account via the official API and uses standard encryption for data in transit. Maintain your account credentials and follow your compliance policies.
Yes. viaSocket can insert AI steps—for example, predict which customers are likely to fail a payment, draft personalized reminder messages, prioritize collection tasks, or classify customer responses. AI assists decisions; you control actions and approvals.
Rotessa is a payment processing tool that lets you collect ACH and EFT payments in the United States and Canada
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