Gmail + Transax

Send emails in Gmail for new financial applications in Transax

Streamline your financial application process within the Transax app and enhance communication effectively. With this workflow, every time a new financial application is created in Transax, a personalized email message is sent through Gmail. This automation not only ensures timely updates but also takes a duty off your to-do list, helping increase productivity and improve workflow.

When this happens...
New Financial Application
Triggers when a new Financial Application was created.
TriggerInstant
automatically do this!
Send Email
Triggers when a new email appears in the specified mailbox.
ActionWrite

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Start free with email

Start free with Google

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Supported triggers and actions

New Contact
Triggers when a contact is created.
Trigger
Instant
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New Financial Application
Triggers when a new Financial Application was created.
Trigger
Instant
Try It
- Financial Application IDRequired
- New StatusRequired
Action
Write
- First NameRequired
- Last NameRequired
- Phone NumberRequired
- Email
Action
Write
- Phone NumberRequired
- Recording
- Transcription
- To Phone Number
Action
Write

- Application IDRequired
Action
Search
New Label
Triggers when you add a new label.
Trigger
Polling
Try It

- Label or mailboxRequired
Trigger
Polling
Try It
- Search keywordsRequired
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Subject
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
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 NumberRequired
- Recording
- Transcription
- To Phone Number
Action
Write
- First NameRequired
- Last NameRequired
- Mobile PhoneRequired
- Email
- Referring Link
- Comments
- Preferred Contact Method
- Location ID
Action
Write
- Status
- Date From
- Date To
Action
Search
- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Label or mailbox
Trigger
Polling
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
Try It
- LabelRequired
- MessageRequired
Action
Write
- Email message to be DeletedRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- ThreadRequired
- Label(s) to removeRequired
Action
Write
- Message IDRequired
- Attachment FilenameRequired
- Attachment Size
Action
Search
- Search StringRequired
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn more

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About Transax

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

Related categories

eCommerce

Related Zap Templates

Send emails in Gmail for new leads in Transax

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Send emails in Gmail for new leads in Transax

Gmail + Transax

Send emails in Gmail for new financial applications in Transax

New Contact

New Financial Application

Change Financial Application Status

Create Lead

Create Outbound Call Log

Get Financial Application Information

New Label

New Labeled Email

New Email Matching Search

New Conversation

Archive Email

Create Draft

Create Label

Remove Label From Email

Reply to Email

Find Email

Updated Contact

New Lead

Create Inbound Call Log

Create Lead and Conversation

Get Financial Applications

New Attachment

New Labeled Conversation

New Email

New Starred Email

Add Label to Email

Delete Email

Create Draft Reply

Send Email

Remove Label From Conversation

Get Attachment by Filename

Find or Send Email

About Gmail

Related categories

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SMTP by Zapier

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About Transax

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