Zapier Automation Templates

CSG Forte has partnered with Zapier to make managing your transaction data easier. The CSG Forte Payments Zapier app can connect to thousands of other web apps you use every day to automate your workflows and efficiently manage your data across multiple applications. To connect these apps, you first must build a Zap, which is made up of a Trigger and one or more Actions, Searches, or Notifications. A Trigger is an event that occurs via the CSG Forte platform (e.g., create a sale transaction) that activates a Zap which then performs an action (e.g., create an invoice), conducts a search (e.g., search for an existing customer record), or generates a notification (e.g., create an email receipt for the customer) in another app. For more information on building a Zap using the CSG Forte Payments app, see our blog post Automate your Transaction Data Workflow with Forte and Zapier or the Zapier Help page.

To get you zapping faster, we've created a list of Zap templates that you can access below. Happy zapping!