Transax and Salesflare
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.
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