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ezidox Integrations

Documents

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Integrate Mercury Connect with ezidoxIntegrate Mercury Connect with ezidox
Mercury Connect
CRM (Customer Relationship Management)
Integrate PEX with ezidoxIntegrate PEX with ezidox
PEX
Payment Processing
Integrate Dropbox with ezidoxIntegrate Dropbox with ezidox
Dropbox
File Management & Storage
Integrate Salesforce with ezidoxIntegrate Salesforce with ezidox
Salesforce
CRM (Customer Relationship Management)
Integrate HubSpot with ezidoxIntegrate HubSpot with ezidox
HubSpot
Marketing Automation
Integrate Gravity Forms with ezidoxIntegrate Gravity Forms with ezidox
Gravity Forms
Forms & Surveys, WordPress
Integrate Gmail with ezidoxIntegrate Gmail with ezidox
Gmail
Email, Google
Integrate ActiveCampaign with ezidoxIntegrate ActiveCampaign with ezidox
ActiveCampaign
Marketing Automation
Integrate Pipedrive with ezidoxIntegrate Pipedrive with ezidox
Pipedrive
CRM (Customer Relationship Management)
Integrate Mercury Connect with ezidoxIntegrate Mercury Connect with ezidox
Mercury Connect
CRM (Customer Relationship Management)
Integrate PEX with ezidoxIntegrate PEX with ezidox
PEX
Payment Processing
Integrate Dropbox with ezidoxIntegrate Dropbox with ezidox
Dropbox
File Management & Storage
Integrate Salesforce with ezidoxIntegrate Salesforce with ezidox
Salesforce
CRM (Customer Relationship Management)
Integrate HubSpot with ezidoxIntegrate HubSpot with ezidox
HubSpot
Marketing Automation
Integrate Gravity Forms with ezidoxIntegrate Gravity Forms with ezidox
Gravity Forms
Forms & Surveys, WordPress
Integrate Mercury Connect with ezidoxIntegrate Mercury Connect with ezidox
Mercury Connect
CRM (Customer Relationship Management)
Integrate PEX with ezidoxIntegrate PEX with ezidox
PEX
Payment Processing
Integrate Dropbox with ezidoxIntegrate Dropbox with ezidox
Dropbox
File Management & Storage
Integrate Salesforce with ezidoxIntegrate Salesforce with ezidox
Salesforce
CRM (Customer Relationship Management)
Integrate HubSpot with ezidoxIntegrate HubSpot with ezidox
HubSpot
Marketing Automation
Integrate Gravity Forms with ezidoxIntegrate Gravity Forms with ezidox
Gravity Forms
Forms & Surveys, WordPress
Integrate Gmail with ezidoxIntegrate Gmail with ezidox
Gmail
Email, Google
Integrate ActiveCampaign with ezidoxIntegrate ActiveCampaign with ezidox
ActiveCampaign
Marketing Automation
Integrate Pipedrive with ezidoxIntegrate Pipedrive with ezidox
Pipedrive
CRM (Customer Relationship Management)

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Quickly automate ezidox integrations with Zapier's templates

  • Add new Mercury Connect opportunities to Ezidox as applications

    Details
    • Mercury Connect logo
    • ezidox logo
    Mercury Connect + ezidox
  • Send Gmail emails after documents are accepted on Ezidox

    • ezidox logo
    • Gmail logo
    ezidox + Gmail
  • Send Gmail emails after new documents are uploaded on Ezidox

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

    • ezidox logo
    • Slack logo
    ezidox + Slack
  • Send Gmail emails when new documents are not relevant on Ezidox

    • ezidox logo
    • Gmail logo
    ezidox + Gmail
  • Send Slack channel messages after documents are uploaded on Ezidox

    • ezidox logo
    • Slack logo
    ezidox + Slack
  • Add new Mercury Connect opportunities to Ezidox as applications

    Try it
    • Mercury Connect logo
    • ezidox logo
    Mercury Connect + ezidox
  • Send Gmail emails after documents are accepted on Ezidox

    • ezidox logo
    • Gmail logo
    ezidox + Gmail
  • Send Gmail emails after new documents are uploaded on Ezidox

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

    • ezidox logo
    • Slack logo
    ezidox + Slack
  • Send Gmail emails when new documents are not relevant on Ezidox

    • ezidox logo
    • Gmail logo
    ezidox + Gmail
  • Send Slack channel messages after documents are uploaded on Ezidox

    • ezidox logo
    • Slack logo
    ezidox + Slack
  • Send Slack channel messages after documents are accepted on Ezidox

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

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

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

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

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

    • ezidox logo
    • Slack logo
    ezidox + Slack
    • Send Slack channel messages after documents are accepted on Ezidox

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

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

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

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

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

      • ezidox logo
      • Slack logo
      ezidox + Slack

    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.

    • ezidox triggers, actions, and search
      Application Created

      Triggers when a new application is created.

      Trigger
      Instant
      Try It
      • Application
        Required
      • Document
        Required
      • Collector Id
      Action
      Write
    • 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
      • Application
        Required
      • Uploader User Type
      • Uploader
      • Stakeholder: Type
        Required
      • Stakeholder: Email
        Required
      • Stakeholder: Name
        Required
      • Stakeholder: Surname
        Required
      • Stakeholder: Mobile Number
        Required
      • 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
      Action
      Write
    ezidox logo
    About ezidox
    Ezidox is a cloud-based platform for automating and simplifying the collection and exchange of documents required for transactions.
    Related categories

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