Transax Integrations

Name: Zapier
Availability: InStock

Put Transax to work with AI and enterprise-grade automation

Automate smarter with Transax and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
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Or pick an app to pair with

Formidable Forms

Forms & Surveys, WordPress

Microsoft Excel

Microsoft, Spreadsheets

Google Sheets

Google, Spreadsheets

Facebook Lead Ads

Ads & Conversion, Facebook

MailerLite

Marketing Automation

Gmail

Email, Google

Trello

Project Management

QuickBooks Online

Accounting

Constant Contact

Email Newsletters

Formidable Forms

Forms & Surveys, WordPress

Microsoft Excel

Microsoft, Spreadsheets

Google Sheets

Google, Spreadsheets

Facebook Lead Ads

Ads & Conversion, Facebook

MailerLite

Marketing Automation

Gmail

Email, Google

Formidable Forms

Forms & Surveys, WordPress

Microsoft Excel

Microsoft, Spreadsheets

Google Sheets

Google, Spreadsheets

Facebook Lead Ads

Ads & Conversion, Facebook

MailerLite

Marketing Automation

Gmail

Email, Google

Trello

Project Management

QuickBooks Online

Accounting

Constant Contact

Email Newsletters

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create or update MailerLite subscribers from new Transax contacts
Details
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Transax + MailerLite
Send emails in Gmail for new leads in Transax
Details
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Transax + Gmail
Create new Trello cards from new financial applications in Transax
Details
Try it
Transax + Trello
Create cards in Trello for new financial applications in Transax
Details
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Transax + Trello
Create deals in HubSpot for every new lead in Transax
Details
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Transax + HubSpot
Create new Pipedrive leads from new Transax contacts
Details
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Transax + Pipedrive

Create or update MailerLite subscribers from new Transax contacts

Details

Try it

Transax + MailerLite

Send emails in Gmail for new leads in Transax

Details

Try it

Transax + Gmail

Create new Trello cards from new financial applications in Transax

Details

Try it

Transax + Trello

Create cards in Trello for new financial applications in Transax

Details

Try it

Transax + Trello

Create deals in HubSpot for every new lead in Transax

Details

Try it

Transax + HubSpot

Create new Pipedrive leads from new Transax contacts

Details

Try it

Transax + Pipedrive

Send emails in Gmail for new financial applications in Transax

Details

Try it

Transax + Gmail

Create new Transax leads and conversations from new Facebook Lead Ads leads

Details

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Facebook Lead Ads + Transax

Send emails in Gmail for new financial applications in Transax
Details
Try it
Transax + Gmail
Create new Transax leads and conversations from new Facebook Lead Ads leads
Premium
Details
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Facebook Lead Ads + Transax

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
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- 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

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

Transax Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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

Transax Integrations

Put Transax to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create or update MailerLite subscribers from new Transax contacts

Send emails in Gmail for new leads in Transax

Create new Trello cards from new financial applications in Transax

Create cards in Trello for new financial applications in Transax

Create deals in HubSpot for every new lead in Transax

Create new Pipedrive leads from new Transax contacts

Create or update MailerLite subscribers from new Transax contacts

Send emails in Gmail for new leads in Transax

Create new Trello cards from new financial applications in Transax

Create cards in Trello for new financial applications in Transax

Create deals in HubSpot for every new lead in Transax

Create new Pipedrive leads from new Transax contacts

Send emails in Gmail for new financial applications in Transax

Create new Transax leads and conversations from new Facebook Lead Ads leads

Send emails in Gmail for new financial applications in Transax

Create new Transax leads and conversations from new Facebook Lead Ads leads

Supported triggers and actions

Transax Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Transax Integrations

Popular Transax Integrations

Transax Integrations

Put Transax to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create or update MailerLite subscribers from new Transax contacts

Send emails in Gmail for new leads in Transax

Create new Trello cards from new financial applications in Transax

Create cards in Trello for new financial applications in Transax

Create deals in HubSpot for every new lead in Transax

Create new Pipedrive leads from new Transax contacts

Create or update MailerLite subscribers from new Transax contacts

Send emails in Gmail for new leads in Transax

Create new Trello cards from new financial applications in Transax

Create cards in Trello for new financial applications in Transax

Create deals in HubSpot for every new lead in Transax

Create new Pipedrive leads from new Transax contacts

Send emails in Gmail for new financial applications in Transax

Create new Transax leads and conversations from new Facebook Lead Ads leads

Send emails in Gmail for new financial applications in Transax

Create new Transax leads and conversations from new Facebook Lead Ads leads

Transax Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Transax Integrations

Popular Transax Integrations

Connect Your App Accounts to Zapier