Put ezidox to work with AI and enterprise-grade automation
Automate smarter with ezidox and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
- Free tier available
Or pick an app to pair with
Mercury Connect
CRM (Customer Relationship Management)
Egnyte
File Management & Storage
Typeform
Forms & Surveys
Dropbox
File Management & Storage
Salesforce
CRM (Customer Relationship Management)
HubSpot
Marketing Automation
Microsoft Teams
Microsoft, Team Chat
Gmail
Email, Google
Slack
Team Chat
Mercury Connect
CRM (Customer Relationship Management)
Egnyte
File Management & Storage
Typeform
Forms & Surveys
Dropbox
File Management & Storage
Salesforce
CRM (Customer Relationship Management)
HubSpot
Marketing Automation
Mercury Connect
CRM (Customer Relationship Management)
Egnyte
File Management & Storage
Typeform
Forms & Surveys
Dropbox
File Management & Storage
Salesforce
CRM (Customer Relationship Management)
HubSpot
Marketing Automation
Microsoft Teams
Microsoft, Team Chat
Gmail
Email, Google
Slack
Team Chat
Join millions worldwide who automate their work using Zapier
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.
- Application Created
Triggers when a new application is created.
Try ItTriggerInstant - Document Accepted
Triggers when a document is accepted.
Try ItTriggerInstant - Document Rejected
Triggers when a document is rejected.
Try ItTriggerInstant - ApplicationRequired
- Application DocumentRequired
- CollectorRequired
ActionWrite
- Application Status Updated
Triggers when an application status has been updated (not via B2B services).
Try ItTriggerInstant - Document Not Relevant
Triggers when a document is marked as not relevant.
Try ItTriggerInstant - Document Uploaded
Triggers when a new document is uploaded.
Try ItTriggerInstant - ApplicationRequired
- Uploader User Type
- Uploader
- Stakeholder: TypeRequired
- Stakeholder: EmailRequired
- Stakeholder: NameRequired
- Stakeholder: SurnameRequired
- Stakeholder: Mobile NumberRequired
- Stakeholder: Is Primary?Required
- Stakeholder: Is Notified?Required
- Stakeholder: Is a Company?Required
- Stakeholder: See Other Sta Docs?Required
- Stakeholder: Send Default Docs?Required
- Stakeholder: Company TAX Number
- Stakeholder: Company Name
- Select the Doc Set to Collect
- Stakeholder: Request Def Groups
- Stakeholder: Request Def Docs
ActionWrite
For builders
Let your AI safely access ezidox
Go beyond Zap workflows. Install Zapier in your AI to call ezidox actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in ezidox from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose ezidox actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a ezidox connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "ezidox", owner: "me" });
await zapier.runAction({
app: 'ezidox',
action: 'accept_document_copy',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
