Transax and Salesflare

Ecommerce transax.com ↗

How to connect Transax

Via Zapier — 11 operations available. Set it up ↗

What you can automate

When new Contact in Transax, find or create contact in Salesflare.
When updated Contact in Transax, find or create contact in Salesflare.
When new Lead in Transax, find or create contact in Salesflare.

About Transax

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

Transax operations on Zapier

Triggers (4)

Start a workflow when this happens

New Contact — Triggers when a contact is created.
New Financial Application — Triggers when a new Financial Application was created.
New Lead — Triggers when a new lead is inserted in the DB.
Updated Contact — Triggers when a contact is updated.

Actions (5)

Things Salesflare can make it do

Change Financial Application Status — Change the status of a financial application
Create Inbound Call Log — Creates an inbound call log in Transax
Create Lead — Creates a Lead in the Transax System
Create Lead and Conversation — Creates a Lead and a Conversation Inside of transax
Create Outbound Call Log — Creates an outbound call log record inside of Transax

Searches (2)

Look up existing records

Get Financial Application Information — Return the information available about the selected Financial Application.
Get Financial Applications — Return the list of IDs of all the financial applications received that meet the filtering criteria.