ezidox Help & Support

Supported Triggers#

• Document Accepted - Triggers when a document is accepted.
• Document Uploaded - Triggers when a new document is uploaded.
• Document Not Relevant - Triggers when a document is marked as not relevant.
• Document Rejected - Triggers when a document is rejected.
• Application Status Updated - Triggers when an application status has been updated (not via B2B services).

• Application Created - Triggers when a new application is created.

  Supported Searches#

• Find Application - Finds an application with given filters.

• Find Template Set - Finds a Document Template Set.

• Find Template - Finds a Document Template by its name.

  Supported Actions#

• Create Collector - Creates a new collector.

• Comment Document - Add comment to document.

• Remove Stakeholder - Remove Stakeholder.

• Accept Document - Accept document.

• Upload Document - Upload document.

• Create Application - Creates a new application.

• Add Stakeholder - Add Stakeholder.

• Reject Document - Reject document.

When you start creating an Ezidox Zap, you will be asked to connect your Ezidox account.

Next, you'll be asked to enter your Ezidox API key.

To locate your API Key in your Ezidox account, please follow these steps:

1. Log into your app account.
2. Click "Settings" from the Top Menu.
3. Click "Integrations" from the left bar.
4. Click "ACTIVATE" on Zapier Integrations.
5. Click "Save Settings".
6. Copy the generate API Key and API Secret to your clipboard.

Paste your key back into your Zapier account and then “Continue”.

If all steps were successful your Ezidox account will now be successfully connected.

Does the account need any special account permissions?#

In order to activate the Zapier integrations, users must be administrators and have access to the permission “Company - Integrations”.

Any other useful Info?#

Users can create multiple B2B ezidox accounts in the Settings -> Developer section, in case they need to provide additional credentials to Zapier.

Does this doc have a help page for Zapier already?#

https://help.ezidox.com/support/solutions/articles/24000012965-ezidox-connector-on-zapier-