Transax + Trello
Create cards in Trello for new financial applications in Transax
Streamline your financial documentation process with this seamless workflow. When a new financial application is submitted via Transax, it instantly generates a new card on Trello. This allows for efficient tracking and managing of financial applications, enhancing your organization and productivity in real-time.
Streamline your financial documentation process with this seamless workflow. When a new financial application is submitted via Transax, it instantly generates a new card on Trello. This allows for efficient tracking and managing of financial applications, enhancing your organization and productivity in real-time.
- When this happens...New Financial Application
Triggers when a new Financial Application was created.
- automatically do this!Create Card
Adds a new card on a specific board and list.
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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
