ezidox Integrations
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- Add new Mercury Connect opportunities to Ezidox as applications
Add new Mercury Connect opportunities to Ezidox as applications
- Send Gmail emails after documents are accepted on Ezidox
Send Gmail emails after documents are accepted on Ezidox
- Send Gmail emails after new documents are uploaded on Ezidox
Send Gmail emails after new documents are uploaded on Ezidox
- Send Slack channel messages after new documents are not relevant on Ezidox
Send Slack channel messages after new documents are not relevant on Ezidox
- Send Gmail emails when new documents are not relevant on Ezidox
Send Gmail emails when new documents are not relevant on Ezidox
- Send Slack channel messages after documents are uploaded on Ezidox
Send Slack channel messages after documents are uploaded on Ezidox
- Send Slack channel messages after documents are accepted on Ezidox
Send Slack channel messages after documents are accepted on Ezidox
- Send Slack channel messages after application statuses are updated in Ezidox
Send Slack channel messages after application statuses are updated in Ezidox
Application Created
Triggers when a new application is created.
Try ItDocument Accepted
Triggers when a document is accepted.
Try ItDocument Rejected
Triggers when a document is rejected.
Try ItApplicationRequired
Application DocumentRequired
CollectorRequired
Application Status Updated
Triggers when an application status has been updated (not via B2B services).
Try ItDocument Not Relevant
Triggers when a document is marked as not relevant.
Try ItDocument Uploaded
Triggers when a new document is uploaded.
Try ItApplicationRequired
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.
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