ezidox Integrations

Do more with ezidox integrations

Zapier lets you connect ezidox with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Connect to 5,000+ apps

Connect ezidox to 5,000+ apps

Free 14-day trial

5,000+ supported apps

Or pick an app to pair with arrow pointing down

Gmail

Email, Google

Mercury Connect

CRM (Customer Relationship Management)

Code by Zapier

Developer Tools, Zapier

Webhooks by Zapier

Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

Dropbox

File Management & Storage

Paths by Zapier

Developer Tools, Zapier

Slack

Team Chat

ActiveCampaign

Marketing Automation

Gmail

Email, Google

Mercury Connect

CRM (Customer Relationship Management)

Code by Zapier

Developer Tools, Zapier

Webhooks by Zapier

Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

Dropbox

File Management & Storage

Gmail

Email, Google

Mercury Connect

CRM (Customer Relationship Management)

Code by Zapier

Developer Tools, Zapier

Top companies trust Zapier to automate work and free up time

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

OR

By signing up, you agree to Zapier's terms of service and privacy policy.

OR

By signing up, you agree to Zapier's terms of service and privacy policy.

Quickly automate ezidox integrations with Zapier's templates

Add new Mercury Connect opportunities to Ezidox as applications
Try it
Mercury Connect + ezidox
More details
When this happens
Step 1: New Opportunity
Then do this
Step 2: Create Application
See Zap details Try it
Add new Mercury Connect opportunities to Ezidox as applications
Add new Mercury Connect opportunities to Ezidox as applications
Mercury Connect + ezidox
Send Gmail emails after documents are accepted on Ezidox
Try it
ezidox + Gmail
More details
When this happens
Step 1: Document Accepted
Then do this
Step 2: Send Email
See Zap details Try it
Send Gmail emails after documents are accepted on Ezidox
Send Gmail emails after documents are accepted on Ezidox
ezidox + Gmail
Send Gmail emails after new documents are uploaded on Ezidox
Try it
ezidox + Gmail
More details
When this happens
Step 1: Document Uploaded
Then do this
Step 2: Send Email
See Zap details Try it
Send Gmail emails after new documents are uploaded on Ezidox
Send Gmail emails after new documents are uploaded on Ezidox
ezidox + Gmail
Send Slack channel messages after new documents are not relevant on Ezidox
Try it
ezidox + Slack
More details
When this happens
Step 1: Document Not Relevant
Then do this
Step 2: Send Channel Message
See Zap details Try it
Send Slack channel messages after new documents are not relevant on Ezidox
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
Try it
ezidox + Gmail
More details
When this happens
Step 1: Document Not Relevant
Then do this
Step 2: Send Email
See Zap details Try it
Send Gmail emails when new documents are not relevant on Ezidox
Send Gmail emails when new documents are not relevant on Ezidox
ezidox + Gmail
Send Slack channel messages after documents are uploaded on Ezidox
Try it
ezidox + Slack
More details
When this happens
Step 1: Document Uploaded
Then do this
Step 2: Send Channel Message
See Zap details Try it
Send Slack channel messages after documents are uploaded on Ezidox
Send Slack channel messages after documents are uploaded on Ezidox
ezidox + Slack
Send Slack channel messages after documents are accepted on Ezidox
Try it
ezidox + Slack
More details
When this happens
Step 1: Document Accepted
Then do this
Step 2: Send Channel Message
See Zap details Try it
Send Slack channel messages after documents are accepted on Ezidox
Send Slack channel messages after documents are accepted on Ezidox
ezidox + Slack
Send Slack channel messages after application statuses are updated in Ezidox
Try it
ezidox + Slack
More details
When this happens
Step 1: Application Status Updated
Then do this
Step 2: Send Channel Message
See Zap details Try it
Send Slack channel messages after application statuses are updated in Ezidox
Send Slack channel messages after application statuses are updated in Ezidox
ezidox + Slack

Supported triggers and actions

What does this mean?

Application Created
Triggers when a new application is created.
Trigger
Instant
Try It
Document Accepted
Triggers when a document is accepted.
Trigger
Instant
Try It
Document Rejected
Triggers when a document is rejected.
Trigger
Instant
Try It
- ApplicationRequired
- Application DocumentRequired
- CollectorRequired
Action
Write
- ApplicationRequired
- Application DocumentRequired
- CollectorRequired
- CommentRequired
- IsInternalRequired
  Is the comment internal (not visible to customers)?
- User TypeRequired
Action
Write

- NameRequired
- SurnameRequired
- EmailRequired
  A collector with this email must not already exist.
- Mobile NumberRequired
  Insert a mobile number without prefix, for example: 412345678.
- External Reference
  External system identifier associated to the Collector. Can be used to query the Collector. This identifier is unique and is not visible in the UI.
Action
Write
- ApplicationRequired
- StakeholderRequired
Action
Write

- NameRequired
- From Creation Date
- To Creation Date
- Application Status Category
Action
Search
- Template Set NameRequired
  You can find your Document Template Set at this link: Ezidox.
Action
Search

Application Status Updated
Triggers when an application status has been updated (not via B2B services).
Trigger
Instant
Try It
Document Not Relevant
Triggers when a document is marked as not relevant.
Trigger
Instant
Try It
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
- Application Name
- IsDraftRequired
  Is the application in Draft status?
- Collector
- IncludeDefaultCollectors
  Set true to Include DefaultCollectors to the application.
- External Id
  The identifier for the application in an external system.
- Application Reference Number
- Application Days Until Due Date
  Used to set the DueDate parameter on the application (will add DayUntilDueDate to today).
- Application Welcome Message
  Used set the Application Welcome Message. On order or priority the system will use (higher to lower): • Welcome Message defined in the request • Welcome Message associated to the template for each stakeholder.
- Attributes
- 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 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: Company TAX Number
- Stakeholder: Company Name
- 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.
- 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
- ApplicationRequired
- Application DocumentRequired
- CollectorRequired
- Rejection Reason IdRequired
- Rejection Comment
- Send Email
  Set to true if you want to notify all the stakeholders and collectors that this document has been rejected.
Action
Write
- ApplicationRequired
- Uploader User TypeRequired
  Upload the document on behalf of a collector or stakeholder.
- UploaderRequired
  The email of the collector or stakeholder of the document.
- Application DocumentRequired
- Delete Old
  Replace any previously uploaded documents with the new document.
- Description
- DocumentRequired
Action
Write
- Template NameRequired
  Document Template name.
Action
Search

About ezidox

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

Related categories

Documents

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

OR

By signing up, you agree to Zapier's terms of service and privacy policy.

Popular ezidox Integrations