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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contact" from Transax.

Add your action

An action happens after the trigger—such as "Create Activity" in Zixflow.

You’re connected!

Zapier seamlessly connects Transax and Zixflow, automating your workflow.

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
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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
- Mobile Phone
  Required
- Email
- Referring Link
- Comments
- Preferred Contact Method
- Location ID
Action
Write
- Application ID
  Required
Action
Search

- Collection
  Required
Action
Write
- Activity ID
  Required
Action
Write

- List
  Required
- List Entry
  Required
Action
Write
- Collection
  Required
- Collection Record ID
  Required
Action
Write

Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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New Lead
Triggers when a new lead is inserted in the DB.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email
Action
Write
- Status
- Date From
- Date To
Action
Search
Create Activity
Create activity/task in the system.
Action
Write
- List
  Required
- Search Record
  Required
Action
Write
- Collection
  Required
- Collection Record ID
  Required
Action
Write
- Activity ID
  Required
Action
Write
- Search List
  Required
- List Entry
  Required
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Transax and Zixflow to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Transax to Zixflow integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Transax

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

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Related categories

eCommerce

About Zixflow

Zixflow is your all-in-one workspace to help you drive success. Craft your own CRM, workflow automation, and engagement via email, SMS, or WhatsApp.