Tranzila and Salesflare
How to connect Tranzila
- Via Make — 7 modules available. Set it up ↗
What you can automate
- When new Transactions in Tranzila, create an opportunity, then create a contact in Salesflare.
Tranzila operations on Make
Triggers (1)
Start a workflow when this happens
- Watch Transactions — Triggers when a new transaction is successful or failed.
Actions (5)
Things Salesflare can make it do
- Create a Document — Creates a new invoice billing document.
- Create a Payment Process — Creates a payment process.
- Create a Token Transaction — Creates a credit card transaction using token.
- Get a Document — Gets a document by ID.
- Make an API Call — Performs an arbitrary authorized API call.
Searches (1)
Look up existing records
- Get Multiple Documents — Gets multiple financial documents.
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