Autopilot Journeys + ezidox Integrations

How to connect Autopilot Journeys + ezidox

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Supported triggers and actions

What does this mean?

Contact Added
Triggers when a contact is newly added.
Trigger
Instant
Contact Added to List
Triggers when a contact is newly added to list.
Trigger
Instant
Contact Removed From List
Triggers when a contact is removed from a list.
Trigger
Instant
Contact Unsubscribes
Triggers when a contact unsubscribes from Autopilot.
Trigger
Instant
Add Contact to List
Adds a new contact and adds them to a list.
Action
Write
Add Contact
Adds a new contact.
Action
Write
Delete Contact
Deletes an existing contact.
Action
Write
Unsubscribe Contact
Unsubscribes contact from all emails.
Action
Write
ezidox
Triggers when a new application is created.
Instant
Trigger
ezidox
Triggers when an application status has been updated (not via B2B services).
Instant
Trigger
ezidox
Triggers when a document is accepted.
Instant
Trigger
ezidox
Triggers when a document is marked as not relevant.
Instant
Trigger
ezidox
Triggers when a document is rejected.
Instant
Trigger
ezidox
Triggers when a new document is uploaded.
Instant
Trigger
ezidox
Accept document.
Scheduled
Action
ezidox
Add Stakeholder.
Scheduled
Action
ezidox
Add comment to document.
Scheduled
Action
ezidox
Creates a new application.
Scheduled
Action
ezidox
Creates a new collector.
Scheduled
Action
ezidox
Reject document.
Scheduled
Action
ezidox
Remove Stakeholder.
Scheduled
Action
ezidox
Upload document.
Scheduled
Action
ezidox
Finds an application with given filters.
Scheduled
Action
ezidox
Finds a Document Template by its name.
Scheduled
Action
ezidox
Finds a Document Template Set.
Scheduled
Action

How Autopilot Journeys + ezidox Integrations Work

Step 1: Authenticate Autopilot Journeys and ezidox.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Autopilot Journeys + ezidox

About Autopilot Journeys

Autopilot Journeys is visual marketing software for automating customer journeys, to help companies acquire and nurture leads through email, web, SMS and direct mail.