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Tranzila Make integrationAutomate Tranzila with Make.
Can Make react to your Tranzila payments on its own? The Tranzila Make integration gives you 7 modules: 1 trigger that watches transactions and 6 actions for documents, payments and API calls. This guide shows you how to connect your account and build a first working scenario.
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What can the Tranzila Make integration do for you?
The Tranzila Make integration links your Tranzila account to Make, a no-code tool where you build a scenario (the automation itself, a chain of modules). Each module is one brick: a trigger that starts the flow, or an action that does something in Tranzila. You click the steps together, and Make runs them for you.
Paperwork that follows the payment. Put Watch Transactions at the start and Create a Document right after it, so a new transaction in Tranzila leads straight to a matching document without anyone copying numbers by hand.
Payments started from another tool. When a form, a CRM or a spreadsheet decides that someone should pay, Create a Payment Process or Create a Token Transaction lets that decision reach Tranzila directly.
Documents pulled into your other apps. Get a Document and Get Multiple Documents bring existing Tranzila documents into the scenario, ready to be passed to storage, email or accounting modules from other apps.
Know the limits before you start: Make itself says its Tranzila documentation is incomplete, because little public information exists about the app. Expect to discover the exact fields inside the editor. If something is not covered, Make an API Call reaches the rest of the Tranzila API. For a wider view of the tool, read our Make review, check Make pricing, or compare both platforms in n8n vs Make.
How do you connect Tranzila to Make?
- 01
Add a Tranzila module
In a scenario, click the + and search for Tranzila. Pick any of its modules, then click Create a connection. A connection is your Tranzila account linked to Make once, then reused by every Tranzila module.
- 02
Name the connection
Giving the connection a name is optional, but it helps later. If you run a test account and a live account, a clear label saves you from sending a real payment request from a test scenario.
- 03
Authorize and save
Follow what the window asks: either approve Make on the Tranzila page that opens, or paste the key Tranzila gives you. Then click Save. The module can now read your account.
Build your first scenario with Tranzila
GoalWhen a new transaction shows up in Tranzila, Make creates a matching document in Tranzila.
- 01
Create the scenario
Open the Scenarios page, create a new scenario and click the big + in the middle of the canvas. This is where your first module will go.
- 02
Add Watch Transactions
Search for Tranzila, choose Watch Transactions and click Create a connection to link your account. Fill the fields Make shows you once the connection works.
- 03
Add Create a Document
Click the + on the right of the trigger and pick Create a Document. Map the transaction data coming from the first module into the document fields.
- 04
Test with Run once
Click Run once. Make runs the scenario a single time and shows the bundles each module received, so you can check the document was built from the right transaction.
- 05
Schedule and switch it on
Open Scheduling on the first module. A new scenario checks every 15 minutes by default; the Free plan cannot go below that. Then turn the scenario on.
What starts a Tranzila scenario?
1 module starts a scenario when something happens in Tranzila. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Tranzila as soon as it happens.
Watch Transactions
triggerIn the docs onlyWatch Transactions hands your scenario each new Tranzila transaction as a bundle, meaning one item passed along to the next module. Everything you build after it can then react to real payment activity instead of a manual export.
What can each Tranzila module do?
Tranzila gives you 6 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Create a Document
ActionIn the docs onlyCreate a Document produces a new document in your Tranzila account from data the scenario already holds, so the paperwork appears without anyone typing it.
Create a Payment Process
ActionIn the docs onlyThis action opens a payment process in Tranzila straight from your scenario, which means a decision taken in another app can turn into a payment step without a manual handoff.
Create a Token Transaction
ActionIn the docs onlyGoing by its name, this module records a Tranzila transaction based on a token rather than on fresh payment details, which suits customers whose payment data is already stored.
Get Multiple Documents
ActionIn the docs onlyGet Multiple Documents pulls several Tranzila documents into the scenario in a single step, giving the next modules a batch to file, forward or copy into a spreadsheet.
Get a Document
ActionIn the docs onlyGet a Document fetches one specific Tranzila document so its contents can travel to the rest of your scenario, such as an email or a shared folder.
Make an API Call
ActionIn the docs onlyMake an API Call lets your scenario reach any endpoint of the Tranzila API with the same connection, covering whatever the six other modules leave out.
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