ezidox + Mercury Connect

ezidox + Mercury Connect integrations

Add new Mercury Connect opportunities to Ezidox as applications

Don't waste valuable time manually transcribing data from your CRM to your document management tool, Ezidox. Use this Zapier integration to automatically add new opportunities from Mercury Connect CRM to Ezidox as applications. That way, the applications are drafted and ready to go in Ezidox, so you don't have write it all up manually.

When this happens...
New OpportunityTriggers when an opportunity is created.
TriggerInstant
automatically do this!
Create ApplicationCreates a new application.
ActionWrite

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More things you can do with Mercury Connect and ezidox

Discover other triggers and actions you can use with Mercury Connect and ezidox

- Opportunity Type
  Required
Trigger
Instant
Try It
- Opportunity Type
  Required
Trigger
Instant
Try It
- Opportunity Type
  Required
Trigger
Instant
Try It
- Contact Type
  Required
Trigger
Instant
Try It
- Person Id
  Required
- Title
- Email
- First Name
- Last Name
- Middle Name
- Salutation
- Gender
- Date of Birth
- Marital Satus
- Home Phone
- Mobile
- Business Phone
- Mailing Address?
- Address Type
- Address Format
- Floor Number
- Unit Number
- Building Name
- Street Number
- Street Name or PO Box
- Street Type
- City
- State
- Postcode
- Country
- Address Effective From
- Address Effective To
- Housing Situation
- Permanent Australian Resident
- Status
- Country of Residence
- Employer Company
- Occupation
- Job Title
- Employment Status
- Employment Commenced
- Annual Income
- Drivers Licence Number
- Drivers Licence Expiry
- Drivers Licence State
- Categories
- No Email Marketing
- Mark as Private
- Email Bounced
- Add to DMH
- Relationship Manager
- Type
- Amount
- Frequency
- Commenced
- Comments
- Type
- Repayment
- Frequency
- Balance
- Credit Limit
- Comments
- Note Pad
Action
Write

- Person Id
  Required
- Relationship
  Required
- Opportunity Id
  Required
Action
Write
- Name
- Email Address
Action
Search

- Name
- Email Address
- Virtual Branch
- Title
- Email
  Required
- First Name
  Required
- Last Name
- Middle Name
- Salutation
- Gender
- Date of Birth
- Marital Satus
- Home Phone
- Mobile
- Business Phone
- Mailing Address?
- Address Type
- Address Format
- Floor Number
- Unit Number
- Building Name
- Street Number
- Street Name or PO Box
- Street Type
- City
- State
- Postcode
- Country
- Address Effective From
- Address Effective To
- Housing Situation
- Permanent Australian Resident
- Status
- Country of Residence
- Employer Company
- Occupation
- Job Title
- Employment Status
- Employment Commenced
- Annual Income
- Drivers Licence Number
- Drivers Licence Expiry
- Drivers Licence State
- Categories
- No Email Marketing
- Mark as Private
- Email Bounced
- Relationship Manager
- Type
- Amount
- Frequency
- Commenced
- Comments
- Type
- Repayment
- Frequency
- Balance
- Credit Limit
- Comments
- Note Pad
Action
Search or write
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
- Application
  Required
- Application Document
  Required
- Collector
  Required
Action
Write
- Application
  Required
- Application Document
  Required
- Collector
  Required
- Comment
  Required
- IsInternal
  Required
- User Type
  Required
Action
Write
- Name
  Required
- Surname
  Required
- Email
  Required
- Mobile Number
  Required
- External Reference
Action
Write
- Application
  Required
- Stakeholder
  Required
Action
Write
- Name
  Required
- From Creation Date
- To Creation Date
- Application Status Category
Action
Search
- Template Set Name
  Required
Action
Search

- Contact Type
  Required
Trigger
Instant
Try It
- Contact Type
  Required
Trigger
Instant
Try It
- Opportunity Type
  Required
Trigger
Instant
Try It
- Virtual Branch
- Title
- Email
  Required
- First Name
  Required
- Last Name
- Middle Name
- Salutation
- Gender
- Date of Birth
- Marital Satus
- Home Phone
- Mobile
- Business Phone
- Mailing Address?
- Address Type
- Address Format
- Floor Number
- Unit Number
- Building Name
- Street Number
- Street Name or PO Box
- Street Type
- City
- State
- Postcode
- Country
- Address Effective From
- Address Effective To
- Housing Situation
- Permanent Australian Resident
- Status
- Country of Residence
- Employer Company
- Occupation
- Job Title
- Employment Status
- Employment Commenced
- Annual Income
- Drivers Licence Number
- Drivers Licence Expiry
- Drivers Licence State
- Categories
- No Email Marketing
- Mark as Private
- Email Bounced
- Relationship Manager
- Type
- Amount
- Frequency
- Commenced
- Comments
- Type
- Repayment
- Frequency
- Balance
- Credit Limit
- Comments
- Note Pad
Action
Write
- Virtual Branch
- Name
  Required
- Advisor
- Admin
- Supervisor
- Current Status
- Lead Source
- Internal Reference
- Opportunity Type
- Lender
- Loan Amount
- Existing Amount
- Security Value
- Lmi
- Brokerage
- Doc Fee
- Origination Fee
- Status Notes
- Transaction Type
- Lender Reference
- Apply Online Id
- Finance Date
- Deposit Due Date
- Settlement Date
- Settlement Date Confirmed?
- Interest Only Expiry Date
- Fixed/Intro Rate Expiry
- Notepad Text
- Categories
- Primary Applicant Id
- Second Applicant Id
- Second Applicant Relationship
- Third Applicant Id
- Third Applicant Relationship
- Type
- Security
- Value
- Type
- Balance
- Limit
Action
Write
- Opportunity Id
  Required
- Name
- Advisor
- Admin
- Supervisor
- Current Status
- Lead Source
- Internal Reference
- Opportunity Type
- Lender
- Loan Amount
- Existing Amount
- Security Value
- Lmi
- Brokerage
- Origination Fee
- Doc Fee
- Status Notes
- Transaction Type
- Lender Reference
- Apply Online Id
- Finance Date
- Deposit Due Date
- Settlement Date
- Settlement Date Confirmed?
- Interest Only Expiry Date
- Fixed/Intro Rate Expiry
- Notepad Text
- Categories
- Primary Applicant Id
- Second Applicant Id
- Second Applicant Relationship
- Third Applicant Id
- Third Applicant Relationship
- Type
- Security
- Value
- Type
- Balance
- Limit
Action
Write
- Opportunity Name
  Required
Action
Search
- Opportunity Name
  Required
- Virtual Branch
- Name
  Required
- Advisor
- Admin
- Supervisor
- Current Status
- Lead Source
- Internal Reference
- Opportunity Type
- Lender
- Loan Amount
- Existing Amount
- Security Value
- Lmi
- Brokerage
- Doc Fee
- Origination Fee
- Status Notes
- Transaction Type
- Lender Reference
- Apply Online Id
- Finance Date
- Deposit Due Date
- Settlement Date
- Settlement Date Confirmed?
- Interest Only Expiry Date
- Fixed/Intro Rate Expiry
- Notepad Text
- Categories
- Primary Applicant Id
- Second Applicant Id
- Second Applicant Relationship
- Third Applicant Id
- Third Applicant Relationship
- Type
- Security
- Value
- Type
- Balance
- Limit
Action
Search or write
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
- 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
- Application Name
- IsDraft
  Required
- Collector
- IncludeDefaultCollectors
- External Id
- 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
- Stakeholder: Is Notified?
  Required
- Stakeholder: Is a Company?
  Required
- Stakeholder: Company TAX Number
- Stakeholder: Company Name
- Stakeholder: See Other Sta 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
- Application Document
  Required
- Collector
  Required
- Rejection Reason Id
  Required
- Rejection Comment
- Send Email
Action
Write
- Application
  Required
- Uploader User Type
  Required
- Uploader
  Required
- Application Document
  Required
- Delete Old
- Description
- Document
  Required
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.

HelpHelp

Related categories

Documents

About Mercury Connect

Mercury Connect is a CRM platform that lets you track people & opportunities, loan calculations, compare products, and manage compliance.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier