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Plox Integrations

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Put Plox to work with AI and enterprise-grade automation

Automate smarter with Plox and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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  • No-code AI automation
  • Full audit trails and controls
  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 9,000+ apps, 450+ AI tools
  • Free tier available
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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.

  • Plox triggers, actions, and search
    Dataroom Viewed

    Triggers when someone views one of your datarooms.

    Trigger
    Instant
    Try It
  • Plox triggers, actions, and search
    New Lead

    Triggers when a visitor submits their email to access a protected dataroom or document.

    Trigger
    Instant
    Try It
    • Name
      Required
    • File URL
      Required
    • MIME Type
    • Size (bytes)
    Action
    Write
    • Name
    Action
    Search
  • Plox triggers, actions, and search
    Document Viewed

    Triggers when someone views one of your documents.

    Trigger
    Instant
    Try It
    • Name
      Required
    • Template
    Action
    Write
    • Name
    Action
    Search

For builders

Let your AI safely access Plox

Go beyond Zap workflows. Install Zapier in your AI to call Plox actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Plox from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

  • Create Dataroom
  • Create Document

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP
Code

Work in code with the Zapier SDK

Expose Plox actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Plox connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "plox", owner: "me" });

await zapier.runAction({
  app: 'plox',
  action: 'create_dataroom',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});
Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Plox Help & Support

Common questions

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About Plox
Plox is a secure data room and document sharing platform for founders and dealmakers to collaborate on deal workflows
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