Formsite + ezidox Integrations
How to connect Formsite + ezidox
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New Form ResultTriggers when a user submits a new form result.Trigger
Application CreatedTriggers when a new application is created.Trigger- Application Status UpdatedTriggers when an application status has been updated (not via B2B services).Trigger
- Document AcceptedTriggers when a document is accepted.Trigger
- Document Not RelevantTriggers when a document is marked as not relevant.Trigger
- Document RejectedTriggers when a document is rejected.Trigger
- Document UploadedTriggers when a new document is uploaded.Trigger
- Accept DocumentAccept document.Action
- ezidox
Add Stakeholder.
Scheduled
Action
- ezidox
Add comment to document.
Scheduled
Action
- ezidox
Creates a new application.
Scheduled
Action
- ezidox
Creates a new collector.
Scheduled
Action
- ezidox
Reject document.
Scheduled
Action
- ezidox
Remove Stakeholder.
Scheduled
Action
- ezidox
Upload document.
Scheduled
Action
- ezidox
Finds an application with given filters.
Scheduled
Action
- ezidox
Finds a Document Template by its name.
Scheduled
Action
- ezidox
Finds a Document Template Set.
Scheduled
Action
How Formsite + ezidox Integrations Work
- Step 1: Authenticate Formsite and ezidox.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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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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