How to connect Autopilot Journeys + ezidox
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- Contact AddedTriggers when a contact is newly added.Trigger
- Contact Added to ListTriggers when a contact is newly added to list.Trigger
- Contact Removed From ListTriggers when a contact is removed from a list.Trigger
- Contact UnsubscribesTriggers when a contact unsubscribes from Autopilot.Trigger
- Add Contact to ListAdds a new contact and adds them to a list.Action
- Add ContactAdds a new contact.Action
- Delete ContactDeletes an existing contact.Action
- Unsubscribe ContactUnsubscribes contact from all emails.Action
- 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.
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