Connect Transax and Trello to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Start with Google for free

Set up your first integration

Quickly connect Transax to Trello with a Zapier template.

Our most popular template

Create new Trello cards from new financial applications in Transax
Details
Try it
Transax + Trello
Create cards in Trello for new financial applications in Transax
Details
Try it
Transax + Trello

Create new Trello cards from new financial applications in Transax

Details

Try it

Transax + Trello

Create cards in Trello for new financial applications in Transax

Details

Try it

Transax + Trello

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Transax with Trello - no code necessary. See how you can get setup in minutes.

100%

Help

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 Checklist Item in Card" in Trello.

You’re connected!

Zapier seamlessly connects Transax and Trello, 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
Try It
New Financial Application
Triggers when a new Financial Application was created.
Trigger
Instant
Try It
- Financial Application ID
  Required
- New Status
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email
- Referring Link
- Comments
- Preferred Contact Method
- Location ID
Action
Write
- Financial Application ID
  Required
Action
Search

- Board
- List
- Filter
Trigger
Polling
Try It
- Board
- List
- Card
  Required
Trigger
Polling
Try It

- Board
- List
- Card
  Required
Trigger
Instant
Try It
- Board
- Card
  Required
Trigger
Instant
Try It
- Board
Trigger
Polling
Try It
- Board
Trigger
Polling
Try It
New Notification
Triggers when you get a new notification in Trello.
Trigger
Polling
Try It
- Board
- Member
  Required
- Membership Type
  Required
- Allow Billable Guest
Action
Write
- Board
- List
- Card
  Required
Action
Write
- Board
- Label
- List
- Card
  Required
Action
Write
- Board
- Only cards where you're a member?
- List
- Card
  Required
Action
Write
- Board
- List
- Checklist Item Name
  Required
- Description
  Required
- Labels
- Custom_labels
- Card Position
- Only cards where you're a member?
- Card Start Date
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
- Cover Info
- Card Color
- Brightness
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
Action
Write
- Board
Action
Write
- Board
- List
- Card
  Required
- Checklist
  Required
- Checklist_item
  Required
Action
Write
- Board
- List
- Card
  Required
- Checklist
  Required
Action
Write
- Board
- Checklist Item Name
  Required
Action
Write
- Action ID
  Required
Action
Search
- Board
- Checklist Item Name
  Required
Action
Search
- Card ID
  Required
Action
Search
- Board
- List
- Card
  Required
- Search
  Required
Action
Search
- Board
- List
- Card
  Required
- Checklist
  Required
- Search
  Required
Action
Search
- Action ID
  Required
Action
Search
- Action ID
  Required
Action
Search
- Action ID
  Required
Action
Search
- Organization
- Board
- List Name
- Keyword
- Only cards where you're a member?
- Label
- Due Date Filter
- Has Filter
- Only Starred Boards
- Open Cards Only
- Cards Limit
Action
Search
- Board
- Checklist Item Name
  Required
- Color
Action
Search or write
- Board
- List
- Card
  Required
- Search
  Required
- Checklist Name
- Checklist to Copy
- Checklist Items
- Checklist Position
Action
Search or write

Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
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
- New Status
  Required
- Date From
- Date To
Action
Search
New Board
Triggers when a new board is added.
Trigger
Polling
Try It
- Board
- List
- Card
  Required
Trigger
Polling
Try It
- Activity
  Required
- Board
- List
- Card
  Required
Trigger
Instant
Try It
- Info
- Board
- Time Before
- Time Before (Unit)
- New Status
  Required
- Only cards where you're a member?
Trigger
Polling
Try It
- Board
Trigger
Polling
Try It
- Board
- Label
Trigger
Instant
Try It
- Board
Trigger
Polling
Try It
- Board
- List
- Card
  Required
- Checklist
  Required
- Checklist Item Name
  Required
- Checklist Item Position
Action
Write
- Organization
- Checklist Item Name
  Required
- Description
  Required
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board
- List
- Card
  Required
- File Attachments
- URL Attachments
Action
Write
- Board
- List
- Card
  Required
- To_board
  Required
- To_list
  Required
Action
Write
- Board
- List
- Card
  Required
- Checklist Item Name
  Required
- Description
  Required
- Overwrite Description
- Card Start Date
- Due Date
- Due Complete
- Checklist Item Position
- Card Closed
- Cover Info
- Card Color
- Brightness
- Attachment ID
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
Action
Write
- Board
- List
- Card
  Required
- Checklist Name
- Checklist to Copy
- Checklist Items
- Checklist Position
Action
Write
- Board
- List
- Card
  Required
- Comment Text
  Required
Action
Write
- Board
- Checklist Item Name
  Required
- Organization
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board
- Checklist Item Name
  Required
- Color
Action
Write
- Board
- List
- Card
  Required
- Label
Action
Write
- Action ID
  Required
Action
Search
- Board
- Checklist Item Name
  Required
Action
Search
- Action ID
  Required
Action
Search
- Action ID
  Required
Action
Search
- Checklist ID
  Required
- Checklist Item ID
  Required
Action
Search
- Action ID
  Required
Action
Search
- Organization
- Checklist Item Name
  Required
Action
Search
- Trello Query String
  Required
- Organization
- Cards Limit
Action
Search
- Organization
- Member_name
  Required
Action
Search
- Board
- Checklist Item Name
  Required
Action
Search or write
- Organization
- Checklist Item Name
  Required
- Description
  Required
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Search or write

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

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 Trello 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.

Learn how to automate Trello on the Zapier blog

Make work flow with AI

Level up your Transax to Trello 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.

HelpHelp

Related categories

eCommerce

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

Learn moreLearn moreHelpHelp

Related categories

Project Management

Similar apps

Planview AgilePlace

Project Management

Kanban Tool

Project Management

MeisterTask

Project Management

Connect Transax and Trello to unlock the power of automation

Set up your first integration

Create new Trello cards from new financial applications in Transax

Create cards in Trello for new financial applications in Transax

Create new Trello cards from new financial applications in Transax

Create cards in Trello for new financial applications in Transax

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Transax and Trello to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

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

Resolve incidents faster with automation

Learn how to automate Trello on the Zapier blog

How to create Miro widgets from new Trello cards

How to create a Trello card from a saved Slack message

How to use Trello for time tracking

Make work flow with AI

Connect Transax to Trello on the world's largest no-code automation platform