Connect PEX to ImageDirector by Milner and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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

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Zapier makes it easy to integrate PEX with ImageDirector by Milner - no code necessary. See how you can get setup in minutes.

Select a trigger from PEX

A trigger is an event that starts your Zap and runs the workflow. For example, with PEX, a trigger could be "Purchase Is Made."

A trigger is the event that kicks off your automated workflow.

Setup an action from ImageDirector by Milner

An action is what takes place after the automation is triggered. For example, with ImageDirector by Milner, the action could be "Upload Document."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected PEX to ImageDirector by Milner

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect PEX and ImageDirector by Milner 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.

An illustration representing how to automate lead management with Zapier.

Connect PEX and ImageDirector by Milner to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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.

- Only when purchase is settled by the merchant?
  Required
- Only when purchase is reviewed and approved by admin ?
  Required
Trigger
Scheduled
Try It
- First Name
  Required
- Last Name
  Required
- Phone
  Required
- Date of birth
  Required
- Email address
  Required
- Custom Id
  Required
- Profile Address: Line 1
  Required
- Profile Address: Line 2
- Profile Address: City
  Required
- Profile Address: State
  Required
- Profile Address: Zip
  Required
- Shipping Address: Line 1
  Required
- Shipping Address: Line 2
- Shipping Address: City
  Required
- Shipping Address: State
  Required
- Shipping Address: Zip
  Required
- Shipping Address: Contact Name
  Required
- Shipping Phone
  Required
- Shipping Method
  Required
Action
Write
- Transaction ID
  Required
Action
Write
- Cardholder Account ID
- Full cardholder name
  Required
- Custom Id
  Required
Action
Search

- Cardholder Account ID
  Required
- Amount
  Required
Action
Write
- Cardholder Account ID
  Required
Action
Write
- Tag ID
  Required
- Option Name
  Required
- Option Value
  Required
- Option Enabled
  Required
Action
Write
- Application Name
  Required
- Document Download URL
  Required
- Application Metadata
  Required
- Document Name
  Required
Action
Write

About PEX

PEX is the only spend management platform that combines a cloud-based application with a Visa prepaid card.

Help

Related categories

Payment Processing

About ImageDirector by Milner

ImageDirector is a data management tool to process forms, store and manage content, automate workflows.

Help

Related categories

Documents

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