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.
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.
- automatically do this!Send Email
Triggers when a new email appears in the specified mailbox.
- Free forever for core features
- 14 day trial for premium features & apps
New Contact
Triggers when a contact is created.
Try ItNew Financial Application
Triggers when a new Financial Application was created.
Try ItFinancial Application IDRequired
New StatusRequired
First NameRequired
Last NameRequired
Mobile PhoneRequired
Email
Referring Link
Comments
Preferred Contact Method
Location ID
