Connect Transax and Wave to power AI-driven automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate Transax with Wave - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contact" from Transax.

Add your action

An action happens after the trigger—such as "Create Customer" in Wave.

You’re connected!

Zapier seamlessly connects Transax and Wave, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Contact
Triggers when a contact is created.
Trigger
Instant
Try It
New Financial Application
Triggers when a new Financial Application was created.
Trigger
Instant
Try It
- Financial Application ID
  Required
- New Status
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email
Action
Write
- Phone Number
  Required
- Recording
- Transcription
- To Phone Number
Action
Write

- Application ID
  Required
Action
Search
- Business
  Required
Trigger
Polling
Try It

- Business
  Required
- Customer
  Required
- Item Description
- Item Price
- Item Product
  Required
- Item Quantity
- Item Taxes
- Invoice Currency
- Invoice Date
- Invoice Number
- Invoice Title
- Status
- Subhead
- Footer
- Additional Notes
- SO or PO Number
- Due Date
- Exchange Rate
- Disable Credit Card Payments?
- Amount Title
- Item Title
- Price Title
- Quantity Title
- Hide Amount?
- Hide Description?
- Hide Item?
- Hide Price?
- Hide Quantity?
Action
Write
- Business
  Required
- Sale Date
  Required
- Description
  Required
- Number Format
  Required
- Sale Amount
  Required
- Sales Tax Abbreviation
- Sales Tax Amount
- Payment Processing Fee Amount
- Notes
- Created At
- External ID
Action
Write
- Business
  Required
- Name
  Required
Action
Search

Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is inserted in the DB.
Trigger
Instant
Try It
- Phone Number
  Required
- Recording
- Transcription
- To Phone Number
Action
Write
- First Name
  Required
- Last Name
  Required
- Mobile Phone
  Required
- Email
- Referring Link
- Comments
- Preferred Contact Method
- Location ID
Action
Write
- Status
- Date From
- Date To
Action
Search
- Business
  Required
Trigger
Polling
Try It
- Business
  Required
- Customer or Company Name
  Required
- Account Number
- Currency
- First Name
- Last Name
- Email
- Phone Number
- Toll Free Number
- Mobile Number
- Fax Number
- Website
- Address1
- Address2
- City
- Country
- Postal Code
- Shipping Contact
- Shipping Delivery Instructions
- Shipping Phone Number
- Shipping Address1
- Shipping Address2
- Shipping City
- Shipping Country
- Shipping Postal Code
Action
Write
- Business
  Required
- Name
  Required
- Description
- Price
  Required
Action
Write
- Business
  Required
- Email
  Required
Action
Search
- Business
  Required
- Email
  Required
- Customer or Company Name
  Required
- Account Number
- Currency
- First Name
- Last Name
- Phone Number
- Toll Free Number
- Mobile Number
- Fax Number
- Website
- Address1
- Address2
- City
- Country
- Postal Code
- Shipping Contact
- Shipping Delivery Instructions
- Shipping Phone Number
- Shipping Address1
- Shipping Address2
- Shipping City
- Shipping Country
- Shipping Postal Code
Action
Search or write

For AI agents & developers

Use Transax and Wave with AI agents and code

Beyond Zap workflows. Call Transax and Wave actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Transax and Wave actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Change Financial Application Status
Create Customer

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Transax and Wave actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* transax / wave action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Transax and Wave to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Wave on the Zapier blog

Make work flow with AI

Level up your Transax to Wave integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Transax

Transax is a tool for automotive dealerships that streamlines managing applications, leads, contacts, and automates related workflows for improved efficiency.

HelpHelp

Related categories

eCommerce

About Wave

Wave's invoicing and accounting software is completely free, and has no usage limits or restrictions. Optional Payment Processing and Payroll services are fully integrated to create a seamless platform for your business finances.

Learn moreLearn moreHelpHelp

Related categories

Accounting

Similar apps

Xero

Accounting

QuickBooks Online

Accounting

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Accounting

Connect Transax and Wave to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Transax and Wave with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Transax and Wave to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Wave on the Zapier blog

4 ways to automate Wave with Zapier

Make work flow with AI

Connect Transax to Wave on the world's largest no-code automation platform