Transax + Trello
Create new Trello cards from new financial applications in Transax
Whenever a new financial application is submitted in Transax, this workflow will instantly create a card in Trello. This seamless automation ensures an efficient tracking process for your financial applications, saving you time and enhancing your workflow organization.
Whenever a new financial application is submitted in Transax, this workflow will instantly create a card in Trello. This seamless automation ensures an efficient tracking process for your financial applications, saving you time and enhancing your workflow organization.
- 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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- 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
