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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Application Created" from ezidox.

Add your action

An action happens after the trigger—such as "Add Log Time" in Zoho Projects.

You’re connected!

Zapier seamlessly connects ezidox and Zoho Projects, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

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

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Connect ezidox and Zoho Projects 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.

Integration categories

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.

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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.

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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.

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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.

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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.

triggers, actions, or triggers and actions

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
- Project
  Required
- Folder
Trigger
Polling
Try It
- Project
  Required
Trigger
Polling
Try It
- Status
- Project
  Required
Trigger
Polling
Try It
- Project
  Required
- Name
  Required
- Notes
- Date
  Required
- Billing Status
  Required
- Hours
  Required
Action
Write
- Project
  Required
- Milestone Name
  Required
- Who Is Responsible?
  Required
- Flag
Action
Write
- Project
  Required
- Task List
- Task Name
  Required
- Description
- Start Date
- End Date
- Who Is Responsible?
Action
Write
- Project
  Required
- Name
  Required
- Description
- Start Date
- End Date
- Owner
- Task Layout
- Group Name
- Task & Issue Prefix
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Owner Name
  Required
Action
Search

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
- Project
  Required
Trigger
Polling
Try It
- Project
  Required
- Users
  Required
- Time
  Required
- Date
  Required
- Billing Status
  Required
- Task/Bug
  Required
Trigger
Polling
Try It
New Project
Trigger when a new project is created.
Trigger
Polling
Try It
- Project
  Required
Trigger
Polling
Try It
- Project
  Required
- Bug Title
  Required
- Description
- Assign To
- Attachement
- Module
- Flag
Action
Write
- Name
  Required
- Description
- Project Template
- Start Date
- End Date
- Owner
- Task Layout
- Group Name
Action
Write
- Project
  Required
- Task List Name
  Required
- Flag
Action
Write
- Project
  Required
- Folder
- Attachement
Action
Write
- Enter Search Key
  Required
Action
Search

About ezidox

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

Related categories

About Zoho Projects

Zoho Projects is an online project management app that helps you plan your work and keep track of your progress. It also lets the people in the project communicate easily, discuss ideas, and stay updated. This lets you deliver quality results on time.

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