Create integrations between ezidox and QuickBooks Online to automate any workflow
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
Try ItDocument Accepted
Triggers when a document is accepted.
Try ItDocument Rejected
Triggers when a document is rejected.
Try ItApplicationRequired
Application DocumentRequired
CollectorRequired
Application Status Updated
Triggers when an application status has been updated (not via B2B services).
Try ItDocument Not Relevant
Triggers when a document is marked as not relevant.
Try ItDocument Uploaded
Triggers when a new document is uploaded.
Try ItApplicationRequired
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