ezidox Integrations

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Mercury Connect

CRM (Customer Relationship Management)

30 Integrations

Gmail

Email +1Email, Google

36 Integrations

Google Sheets

Google +1Google, Spreadsheets

48 Integrations

Connect ezidox to 2,000+ Apps

  • Add new Mercury Connect opportunities to Ezidox as applications

    Mercury Connect + ezidox

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  • Send Gmail emails after documents are accepted on Ezidox

    ezidox + Gmail

  • Send Gmail emails after new documents are uploaded on Ezidox

    ezidox + Gmail

  • Send Slack channel messages after new documents are not relevant on Ezidox

    ezidox + Slack

  • Send Gmail emails when new documents are not relevant on Ezidox

    ezidox + Gmail

ezidox Integration Details

Launched on Zapier:

The following ezidox Triggers, Searches, and Actions are supported by Zapier:

Triggers

InstantApplication Status Updated

Triggers when an application status has been updated (not via B2B services).

InstantDocument Uploaded

Triggers when a new document is uploaded.

InstantDocument Accepted

Triggers when a document is accepted.

InstantDocument Not Relevant

Triggers when a document is marked as not relevant.

InstantApplication Created

Triggers when a new application is created.

InstantDocument Rejected

Triggers when a document is rejected.

Actions

Add Stakeholder

Add Stakeholder.

Create Collector

Creates a new collector.

Upload Document

Upload document.

Reject Document

Reject document.

Create Application

Creates a new application.

Remove Stakeholder

Remove Stakeholder.

Comment Document

Add comment to document.

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.

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