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Connect ezidox to DocMerger and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
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Select a trigger from ezidox

A trigger is an event that starts your Zap and runs the workflow. For example, with ezidox, a trigger could be "Application Created."
A trigger is the event that kicks off your automated workflow.

Setup an action from DocMerger

An action is what takes place after the automation is triggered. For example, with DocMerger, the action could be "Create Document."
An action is the event that your automated workflow performs when triggered.

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Triggers and actions are the main components of every automated workflow.

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Choose a Trigger
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Choose an Action

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 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
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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.
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Related categories
  • Documents
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About DocMerger
Merge and Create PDF and Word Documents on the fly using templates.
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