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ezidox Integrations

Documents

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Integrate Gmail with ezidox

Gmail

Email, Google
Integrate Mercury Connect with ezidox

Mercury Connect

CRM (Customer Relationship Management)
Integrate Code by Zapier with ezidox

Code by Zapier

Developer Tools, Zapier
Integrate Webhooks by Zapier with ezidox

Webhooks by Zapier

Developer Tools, Zapier
Integrate Google Sheets with ezidox

Google Sheets

Google, Spreadsheets
Integrate Dropbox with ezidox

Dropbox

File Management & Storage
Integrate Paths by Zapier with ezidox

Paths by Zapier

Developer Tools, Zapier
Integrate Slack with ezidox

Slack

Team Chat
Integrate ActiveCampaign with ezidox

ActiveCampaign

Marketing Automation
Integrate Gmail with ezidox

Gmail

Email, Google
Integrate Mercury Connect with ezidox

Mercury Connect

CRM (Customer Relationship Management)
Integrate Code by Zapier with ezidox

Code by Zapier

Developer Tools, Zapier
Integrate Webhooks by Zapier with ezidox

Webhooks by Zapier

Developer Tools, Zapier
Integrate Google Sheets with ezidox

Google Sheets

Google, Spreadsheets
Integrate Dropbox with ezidox

Dropbox

File Management & Storage
Integrate Gmail with ezidox

Gmail

Email, Google
Integrate Mercury Connect with ezidox

Mercury Connect

CRM (Customer Relationship Management)
Integrate Code by Zapier with ezidox

Code by Zapier

Developer Tools, Zapier

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Quickly automate ezidox integrations with Zapier's templates

  • Add new Mercury Connect opportunities to Ezidox as applications

    • Mercury Connect logo
    • ezidox logo
    Mercury Connect + ezidox
    More details
    1. When this happens

      Step 1: New Opportunity

    2. Then do this

      Step 2: Create Application

    Add new Mercury Connect opportunities to Ezidox as applications

    Add new Mercury Connect opportunities to Ezidox as applications
    • Mercury Connect logo
    • ezidox logo
    Mercury Connect + ezidox
  • Send Gmail emails after documents are accepted on Ezidox

    • ezidox logo
    • Gmail logo
    ezidox + Gmail
    More details
    1. When this happens

      Step 1: Document Accepted

    2. Then do this

      Step 2: Send Email

  • Send Gmail emails after new documents are uploaded on Ezidox

    • ezidox logo
    • Gmail logo
    ezidox + Gmail
    More details
    1. When this happens

      Step 1: Document Uploaded

    2. Then do this

      Step 2: Send Email

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

    • ezidox logo
    • Slack logo
    ezidox + Slack
    More details
    1. When this happens

      Step 1: Document Not Relevant

    2. Then do this

      Step 2: Send Channel Message

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

    • ezidox logo
    • Gmail logo
    ezidox + Gmail
    More details
    1. When this happens

      Step 1: Document Not Relevant

    2. Then do this

      Step 2: Send Email

  • Send Slack channel messages after documents are uploaded on Ezidox

    • ezidox logo
    • Slack logo
    ezidox + Slack
    More details
    1. When this happens

      Step 1: Document Uploaded

    2. Then do this

      Step 2: Send Channel Message

  • Send Slack channel messages after documents are accepted on Ezidox

    • ezidox logo
    • Slack logo
    ezidox + Slack
    More details
    1. When this happens

      Step 1: Document Accepted

    2. Then do this

      Step 2: Send Channel Message

  • Send Slack channel messages after application statuses are updated in Ezidox

    • ezidox logo
    • Slack logo
    ezidox + Slack
    More details
    1. When this happens

      Step 1: Application Status Updated

    2. Then do this

      Step 2: Send Channel Message

Supported triggers and actions

What does this mean?
  • ezidox triggers, actions, and search

    Application Status Updated

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

    Trigger
    Instant
    Try It
  • ezidox triggers, actions, and search

    Document Not Relevant

    Triggers when a document is marked as not relevant.

    Trigger
    Instant
    Try It
  • ezidox triggers, actions, and search

    Document Uploaded

    Triggers when a new document is uploaded.

    Trigger
    Instant
    Try It
    • ApplicationRequired

    • Uploader User Type

      Edit the application on behalf of a collector or stakeholder.

    • Uploader

      The email of the collector editing the application (REQUIRED only in case of userType = COLLECTOR).

    • Stakeholder: TypeRequired

      What is the role of the Primary Sender?

    • Stakeholder: EmailRequired

    • Stakeholder: NameRequired

    • Stakeholder: SurnameRequired

    • Stakeholder: Mobile NumberRequired

      Insert a mobile number with international prefix, for example: 61412345678.

    • Stakeholder: Is Primary?Required

    • Stakeholder: Is Notified?Required

      Select false only if someone else will upload all the documents on behalf of the Primary Stakeholder.

    • Stakeholder: Is a Company?Required

    • Stakeholder: See Other Sta Docs?Required

      Set to yes to allow the primary stakeholder to see the list of documents of the other stakeholders in the application?

    • Stakeholder: Send Default Docs?Required

      Include yes/no the document to be sent to the customer when a new application is created. Currently no OutDocuments are set by default on any template.

    • Stakeholder: Company TAX Number

    • Stakeholder: Company Name

    • Select the Doc Set to Collect

      If you cannot see your document set here, please ensure it is shared at Company Level.

    • Stakeholder: Request Def Groups

      Do you want to include all the groups flagged as “Selected by Default?”.

    • Stakeholder: Request Def Docs

      Do you want to include all the documents flagged as “Selected by Default?” for all the groups.

    Action
    Write
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About ezidox

Ezidox is a cloud-based platform for automating and simplifying the collection and exchange of documents required for transactions.

Related categories

  • Documents

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