New Integration: Use ezidox to Collect and Store Documents

Anyone who collects multiple documents from clients or suppliers knows how difficult it is. Some documents arrive as email attachments, some as paper documents, and some just never seem to arrive. This process is time consuming and frustrating for everyone involved.

ezidox is a platform for automating and simplifying the collection and exchange of documents required for transactions. Rather than sending multiple documents through various sources, ezidox sends the customer a list of the documents they need to submit and an invite to upload them into their portal or scan them in via their mobile app. The documents are then stored in a single folder, making it easy for everyone involved to view and collaborate on them. Plus, their eSignature option allows for you to collect signatures for any documents that require actual pen-on-paper signing.

Now that ezidox integrates with over 1,000 apps via Zapier, you can supercharge all your document collection workflows. Connect ezidox with your CRM to create applications from leads, get Slack notifications when documents are received, and more!

How ezidox Works with Zapier

Triggers

• Document Accepted: Triggers when a document is accepted.
• Document Uploaded: Triggers when a new document is uploaded.
• Document Not Relevant: Triggers when a document is marked as not relevant.
• Application Status Updated: Triggers when an application status has been updated (not via B2B services).
• Application Created : Triggers when a new application is created.

Searches

• Find Application: Finds an application with given filters.
• Find Template Set: Finds a Document Template Set.
• Find Template: Finds a Document Template by its name.

Actions

• Create Collector: Creates a new collector.
• Accept Document: Accept document.
• Upload Document: Upload document.
• Create Application: Creates a new application.
• Reject Document: Reject document.

Automation Inspiration

Get started with these sample Zaps:

Get Notifications for Document Changes

Create Applications from Leads

How To Automate ezidox with Zapier

1. Sign up for a ezidox account, and make sure you have a Zapier account

2. Try some pre-made ezidox integrations and learn more about how ezidox works with Zapier

3. Check out our ezidox help documentation for details on connecting your account and setting up your first Zap

4. Or login and build a custom workflow with ezidox and Zapier

New to Zapier? It's a tool that helps anyone connect apps and automate workflows - without any complicated code. Sign up for free to use ezidox with Zapier.