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How Zapier works
Zapier makes it easy to integrate Transax with Delay by Zapier - no code necessary. See how you can get setup in minutes.
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 "Delay For" in Delay by Zapier.
You’re connected!
Zapier seamlessly connects Transax and Delay by Zapier, 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 ContactTriggers when a contact is created. Try ItTriggerInstant
- New Financial ApplicationTriggers when a new Financial Application was created. Try ItTriggerInstant
- Financial Application IDRequired
- New StatusRequired
 ActionWrite
- First NameRequired
- Last NameRequired
- Phone NumberRequired
- Email
 ActionWrite
- Updated ContactTriggers when a contact is updated. Try ItTriggerInstant
- New LeadTriggers when a new lead is inserted in the DB. Try ItTriggerInstant
- Phone NumberRequired
- Recording
- Transcription
- To Phone Number
 ActionWrite
- First NameRequired
- Last NameRequired
- Mobile PhoneRequired
- Email
- Referring Link
- Comments
- Preferred Contact Method
- Location ID
 ActionWrite
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