ezidox

ezidox Integrations

  • Add new Mercury Connect opportunities to Ezidox as applications

    Don't waste valuable time manually transcribing data from your CRM to your document management tool, Ezidox. Use this Zapier integration to automatically add new opportunities from Mercury Connect CRM to Ezidox as applications. That way, the applications are drafted and ready to go in Ezidox, so you don't have write it all up manually.

    How this Mercury Connect-Ezidox integration works

    1. A new opportunity is created in Mercury Connect
    2. Zapier creates an application in Ezidox

    Apps involved

    • Mercury Connect
    • Ezidox
  • Send Gmail emails after documents are accepted on Ezidox

    Stay on top of your accepted documents using this integration! With this integration, Zapier will send a Gmail email after documents are accepted on Ezidox. Now you'll always know what documents have been accepted, right away.

    How this Ezidox-Gmail integration works

    1. A document is accepted in Ezidox
    2. Zapier sends a Gmail email

    Apps involved

    • Ezidox
    • Gmail
  • Send Gmail emails after new documents are uploaded on Ezidox

    Do you want to know right away when a new document is uploaded on Ezidox? Use this Ezidox-Gmail integration to receive an email notification from Gmail the minute that a document is uploaded on Ezidox. Now you can move to the next steps quickly!

    How this Ezidox-Gmail integration works

    1. A document is uploaded on Ezidox
    2. Zapier sends a Gmail email

    Apps involved

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

    So you want to know right away when a document is not relevant, then this integration is the one for you! With this Ezidox-Slack integration, you'll receive a Slack channel message when a document is not relevant on Ezidox. Stay on top of Ezidox, without needing to log in!

    How this Ezidox-Slack integration works

    1. A document is not relevant in Ezidox
    2. Zapier sends a Slack channel message

    Apps involved

    • Ezidox
    • Slack
  • Send Slack channel messages after documents are uploaded on Ezidox

    After a document is uploaded on Ezidox, it's time to celebrate! So you want to know right away. With this Ezidox-Slack integration, Zapier will send a Slack channel message right away when a document is uploaded on Ezidox.

    How this Ezidox-Slack integration works

    1. A document is uploaded on Ezidox
    2. Zapier sends a Slack channel message

    Apps involved

    • Ezidox
    • Slack
  • Send Slack channel messages after documents are accepted on Ezidox

    When documents are accepted on Ezidox, it's a big deal! Use this Ezidox-Slack integration to receive a Slack channel message right after documents are accepted on Ezidox. Now you'll always be kept in the loop.

    How this Ezidox-Slack integration works

    1. A document is accepted in Ezidox
    2. Zapier sends a Slack channel message

    Apps involved

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

    When application statuses are updated in Ezidox, you'll want to know right away. Use this integration to stay in the loop! With this integration, whenever an application status is updated in Ezidox, Zapier sends a Slack channel message alerting you of the changes.

    How this Ezidox-Slack integration works

    1. An application status is updated in Ezidox
    2. Zapier sends a Slack channel message

    Apps involved

    • Ezidox
    • Slack
  • Send Gmail emails after application statuses are updated on Ezidox

    When application statuses are updated on Ezidox, it's a big deal! Use this integration to receive a Gmail email notification whenever an application status is updated on Ezidox.

    How this Ezidox-Gmail integration works

    1. An application status is updated on Ezidox
    2. Zapier sends a Gmail email

    Apps involved

    • Ezidox
    • Gmail
  • Upload documents on Ezidox after new files are uploaded on OneDrive

    Keep track of all your documents with this integration! Now, whenever a new file is uploaded on OneDrive, Zapier will upload the document to Ezidox. Stop wasting time with busy work!

    How this OneDrive-Ezidox integration works

    1. A new file is uploaded on OneDrive
    2. Zapier uploads a document on Ezidox

    Apps involved

    • OneDrive
    • Ezidox
  • Receive Gmail email notifications after applications are created on Ezidox

    When new applications are created in Ezidox, you want to know. Use this Ezidox-Gmail integration to receive a new email notification whenever applications are created in Ezidox. Stay on top of your documents and never worry about constantly checking Ezidox for updates!

    How this Ezidox-Gmail integration works

    1. An application is created in Ezidox
    2. Zapier sends a Gmail email

    Apps involved

    • Ezidox
    • Gmail
  • Send Slack channel messages after new applications are created on Ezidox

    When new applications are created on Ezidox, you want to get started working on them right away. Use this integration to receive a Slack channel message right after a new application is created on Ezidox! No more wasting valuable time constantly checking your Ezidox account.

    How this Ezidox-Slack integration works

    1. A new application is created in Ezidox
    2. Zapier sends a new Slack channel message

    Apps involved

    • Ezidox
    • Slack
  • Accept documents on Ezidox right after they are uploaded to Ezidox

    Do you automatically accept all documents after they are uploaded to Ezidox? Then you can use this integration to do this, automatically! Now, whenever a new document is uploaded to Ezidox, Zapier will automatically accept them.

    How this Ezidox-Ezidox integration works

    1. A new document is uploaded to Ezidox
    2. Zapier accepts the document in Ezidox

    Apps involved

    • Ezidox

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ezidox Integration Details

Launched on Zapier December 16, 2016

Zapier combines Triggers (like "Document Uploaded") and Actions (like "Create Collector") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

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

Create Collector

Creates a new collector.

Remove Stakeholder

Remove Stakeholder.

Upload Document

Upload document.

Create Application

Creates a new application.

Add Stakeholder

Add Stakeholder.

Accept Document

Accept document.

Reject Document

Reject document.

Document Uploaded

Triggers when a new document is uploaded.

Document Not Relevant

Triggers when a document is marked as not relevant.

Application Status Updated

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

Document Accepted

Triggers when a document is accepted.

Document Rejected

Triggers when a document is rejected.

Application Created

Triggers when a new application is created.

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