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ezidox Integrations

Documents

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Or pick an app to pair witharrow pointing down
Integrate Mercury Connect with ezidoxIntegrate Mercury Connect with ezidox

Mercury Connect

CRM (Customer Relationship Management)
Integrate Gmail with ezidoxIntegrate Gmail with ezidox

Gmail

Email, Google
Integrate PEX with ezidoxIntegrate PEX with ezidox

PEX

Payment Processing
Integrate Code by Zapier with ezidoxIntegrate Code by Zapier with ezidox

Code by Zapier

Developer Tools, Zapier
Integrate Webhooks by Zapier with ezidoxIntegrate Webhooks by Zapier with ezidox

Webhooks by Zapier

Developer Tools, Zapier
Integrate Google Sheets with ezidoxIntegrate Google Sheets with ezidox

Google Sheets

Google, Spreadsheets
Integrate Dropbox with ezidoxIntegrate Dropbox with ezidox

Dropbox

File Management & Storage
Integrate Paths by Zapier with ezidoxIntegrate Paths by Zapier with ezidox

Paths by Zapier

Developer Tools, Zapier
Integrate Salesforce with ezidoxIntegrate Salesforce with ezidox

Salesforce

CRM (Customer Relationship Management)
Integrate Mercury Connect with ezidoxIntegrate Mercury Connect with ezidox

Mercury Connect

CRM (Customer Relationship Management)
Integrate Gmail with ezidoxIntegrate Gmail with ezidox

Gmail

Email, Google
Integrate PEX with ezidoxIntegrate PEX with ezidox

PEX

Payment Processing
Integrate Code by Zapier with ezidoxIntegrate Code by Zapier with ezidox

Code by Zapier

Developer Tools, Zapier
Integrate Webhooks by Zapier with ezidoxIntegrate Webhooks by Zapier with ezidox

Webhooks by Zapier

Developer Tools, Zapier
Integrate Google Sheets with ezidoxIntegrate Google Sheets with ezidox

Google Sheets

Google, Spreadsheets
Integrate Mercury Connect with ezidoxIntegrate Mercury Connect with ezidox

Mercury Connect

CRM (Customer Relationship Management)
Integrate Gmail with ezidoxIntegrate Gmail with ezidox

Gmail

Email, Google
Integrate PEX with ezidoxIntegrate PEX with ezidox

PEX

Payment Processing
Integrate Code by Zapier with ezidoxIntegrate Code by Zapier with ezidox

Code by Zapier

Developer Tools, Zapier
Integrate Webhooks by Zapier with ezidoxIntegrate Webhooks by Zapier with ezidox

Webhooks by Zapier

Developer Tools, Zapier
Integrate Google Sheets with ezidoxIntegrate Google Sheets with ezidox

Google Sheets

Google, Spreadsheets
Integrate Dropbox with ezidoxIntegrate Dropbox with ezidox

Dropbox

File Management & Storage
Integrate Paths by Zapier with ezidoxIntegrate Paths by Zapier with ezidox

Paths by Zapier

Developer Tools, Zapier
Integrate Salesforce with ezidoxIntegrate Salesforce with ezidox

Salesforce

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

Supported triggers and actions

What does this mean?
  • 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
    • ApplicationRequired

    • Uploader User Type

    • Uploader

    • Stakeholder: TypeRequired

    • Stakeholder: EmailRequired

    • Stakeholder: NameRequired

    • Stakeholder: SurnameRequired

    • Stakeholder: Mobile NumberRequired

    • 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
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About ezidox

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

Related categories

  • Documents