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Integrate ezidox with Schedule by Zapier to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate ezidox with Schedule by Zapier - no code necessary. See how you can get setup in minutes.

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 Schedule by Zapier

An action is what takes place after the automation is triggered.

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected ezidox to Schedule by Zapier

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

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Customers have created over 25 million Zaps on the platform

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Make work flow with AI

Level up your ezidox to Schedule by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect ezidox and Schedule by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect ezidox and Schedule by Zapier to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

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.

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
Try It
Document Rejected
Triggers when a document is rejected.
Trigger
Instant
Try It
- 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
- Time of Day
  Required
- Trigger on weekends?
Trigger
Instant
Try It
- Day of the Month
  Required
- Time of Day
  Required
Trigger
Instant
Try It

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
- 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
- Frequency Type
  Required
- Interval
- Start Date
  Required
- Time of Day
  Required
Trigger
Instant
Try It
- Time Offset
- Trigger on weekends?
Trigger
Instant
Try It
- Day of the Week
  Required
- Time of Day
  Required
Trigger
Instant
Try It

Learn how to automate ezidox on the Zapier blog

Learn how to automate Schedule by Zapier on the Zapier blog

About ezidox

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

Related categories

Documents

About Schedule by Zapier

Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.

Learn more Help

Related categories

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