ezidox Integrations

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Mercury Connect

CRM (Customer Relationship Management)

PEX

Payment Processing

Dropbox

File Management & Storage

Salesforce

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

Gravity Forms

Forms & Surveys, WordPress

Gmail

Email, Google

ActiveCampaign

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Mercury Connect

CRM (Customer Relationship Management)

PEX

Payment Processing

Dropbox

File Management & Storage

Salesforce

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

Gravity Forms

Forms & Surveys, WordPress

Mercury Connect

CRM (Customer Relationship Management)

PEX

Payment Processing

Dropbox

File Management & Storage

Salesforce

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

Gravity Forms

Forms & Surveys, WordPress

Gmail

Email, Google

ActiveCampaign

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate ezidox integrations with Zapier's templates

Add new Mercury Connect opportunities to Ezidox as applications
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Mercury Connect + ezidox
Send Gmail emails after documents are accepted on Ezidox
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ezidox + Gmail
Send Gmail emails after new documents are uploaded on Ezidox
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ezidox + Gmail
Send Slack channel messages after new documents are not relevant on Ezidox
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ezidox + Slack
Send Gmail emails when new documents are not relevant on Ezidox
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ezidox + Gmail
Send Slack channel messages after documents are uploaded on Ezidox
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ezidox + Slack

OneDrive + ezidox

Receive Gmail email notifications after applications are created on Ezidox

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ezidox + Gmail

Send Slack channel messages after new applications are created on Ezidox

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ezidox + Slack

Send Slack channel messages after documents are accepted on Ezidox
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ezidox + Slack
Send Slack channel messages after application statuses are updated in Ezidox
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ezidox + Slack
Send Gmail emails after application statuses are updated on Ezidox
Details
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ezidox + Gmail
Upload documents on Ezidox after new files are uploaded on OneDrive
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OneDrive + ezidox
Receive Gmail email notifications after applications are created on Ezidox
Details
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ezidox + Gmail
Send Slack channel messages after new applications are created on Ezidox
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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.

Application Created
Triggers when a new application is created.
Trigger
Instant
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Document Accepted
Triggers when a document is accepted.
Trigger
Instant
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Document Rejected
Triggers when a document is rejected.
Trigger
Instant
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- Application
  Required
- Document
  Required
- Collector Id
Action
Write
- Application
  Required
- Document
  Required
- Collector
  Required
- Comment
  Required
- IsInternal
  Required
- User Type
  Required
Action
Write

- Template Integrations Name
- Surname
  Required
- Email
  Required
- Mobile Number
  Required
- Application External Reference
Action
Write
- Application
  Required
- Stakeholder
  Required
Action
Write

- Template Integrations Name
- From Creation Date
- To Creation Date
- Application Status Category
Action
Search
- Template Set Name
  Required
Action
Search

Application Status Updated
Triggers when an application status has been updated (not via B2B services).
Trigger
Instant
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Document Not Relevant
Triggers when a document is marked as not relevant.
Trigger
Instant
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Document Uploaded
Triggers when a new document is uploaded.
Trigger
Instant
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- 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
- Template Integrations Name
- IsDraft
  Required
- Collector Id
- IncludeDefaultCollectors
- Application External Reference
- Application Reference Number
- Application Days Until Due Date
- Application Welcome Message
- Attributes
- Stakeholder: Type
  Required
- Stakeholder Email
  Required
- Stakeholder Name
  Required
- Stakeholder Surname
  Required
- Stakeholder Mobile Number
  Required
- Is Stakeholder an Uploader?
  Required
- Is Stakeholder a Company?
  Required
- Stakeholder Company ABN Number
- Stakeholder Company Name
- See Other Stakeholders Docs?
  Required
- Stakeholder: Send Default Docs?
  Required
- Select the Doc Set to Collect
- Stakeholder: Request Def Groups
- Stakeholder: Request Def Docs
Action
Write
- Application
  Required
- Document
  Required
- Collector Id
- Rejection Reason Id
- Rejection Comment
- Send Email
Action
Write
- Application
  Required
- Uploader User Type
- Uploader
- Document
  Required
- Delete Old
- Description
- Document
Action
Write
- Template Name
  Required
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

ezidox Integrations

Do more with ezidox integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate ezidox integrations with Zapier's templates

Add new Mercury Connect opportunities to Ezidox as applications

Send Gmail emails after documents are accepted 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 Gmail emails when new documents are not relevant on Ezidox

Send Slack channel messages after documents are uploaded on Ezidox

Add new Mercury Connect opportunities to Ezidox as applications

Send Gmail emails after documents are accepted 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 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 accepted on Ezidox

Send Slack channel messages after application statuses are updated in Ezidox

Send Gmail emails after application statuses are updated on Ezidox

Upload documents on Ezidox after new files are uploaded on OneDrive

Receive Gmail email notifications after applications are created on Ezidox

Send Slack channel messages after new applications are created on Ezidox

Send Slack channel messages after documents are accepted on Ezidox

Send Slack channel messages after application statuses are updated in Ezidox

Send Gmail emails after application statuses are updated on Ezidox

Upload documents on Ezidox after new files are uploaded on OneDrive

Receive Gmail email notifications after applications are created on Ezidox

Send Slack channel messages after new applications are created on Ezidox

Supported triggers and actions

Popular ezidox Integrations

Popular ezidox Integrations