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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 "Assignment Converted to List" from Ezekia.

Add your action

An action happens after the trigger—such as "File From Text" in Files By Zapier.

You’re connected!

Zapier seamlessly connects Ezekia and Files By Zapier, automating your workflow.

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.

Assignment Converted to List
Triggers when an assignment is converted to a list
Trigger
Instant
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Assignment Document Uploaded
Triggers when an assignment document is uploaded
Trigger
Instant
Try It
Billing Contact Deleted
Triggers when a billing contact is deleted.
Trigger
Instant
Try It
- Important Note
Trigger
Instant
Try It
Candidate Pipeline Status Changed
Triggers when a candidate pipeline status has changed
Trigger
Instant
Try It

Company Document Uploaded
Triggers when a company document is uploaded
Trigger
Instant
Try It
Company Off-Limits Updated
Triggers when an off-limits for a company is updated
Trigger
Polling
Try It

Company Updated
Triggers when a company is updated on the platform.
Trigger
Instant
Try It
- Type
  Required
Trigger
Instant
Try It
Fixed Fee Deleted
Triggers when a fixed fee is deleted.
Trigger
Instant
Try It
Fixed Fee Unlocked
Trigger when a fixed fee is unlocked.
Trigger
Instant
Try It
- Project ID
Trigger
Polling
Try It
Retrieve Search Firm Users
Get all the search firm users
Trigger
Polling
Try It
Invoice Deleted
Triggers when an invoice is deleted.
Trigger
Instant
Try It
Invoice Unlocked
Triggers when an invoice is unlocked.
Trigger
Instant
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List Converted to Assignment
Triggers when a list is converted to an assignment
Trigger
Instant
Try It
List Document Uploaded
Triggers when a list document is uploaded
Trigger
Instant
Try It
- Message
Trigger
Instant
Try It
New Fixed Fee Created
Triggers when a new fixed fee is created
Trigger
Instant
Try It
New Invoice Template Created
triggers when a new invoice template is created.
Trigger
Polling
Try It
New Person Created
Triggers when a new person is created on the platform.
Trigger
Instant
Try It
New Revenue Created
Triggers when a new revenue is created.
Trigger
Instant
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Opportunity Completion Changed
Triggers when a completion percentage is changed in an opportunity
Trigger
Instant
Try It
Opportunity Converted to List
Triggers when an opportunity is converted to a list
Trigger
Instant
Try It
- List ID
  Required
Trigger
Polling
Try It
Person Education Deleted
Triggers when an education/qualification belonging to a person is deleted.
Trigger
Instant
Try It
Person Off-Limits Created
Triggers when an off-limits for a person is added
Trigger
Polling
Try It
Person Position Deleted
Triggers when a position belonging to a person is deleted.
Trigger
Instant
Try It
- Important Note
Trigger
Instant
Try It
Person Tag Removed
Triggers when a person tag is removed
Trigger
Instant
Try It
Position Added to Person
Triggers when a new position is added to a person.
Trigger
Instant
Try It
- Type
  Required
Trigger
Instant
Try It
Revenue Locked
Triggers when a revenue is locked.
Trigger
Instant
Try It
Revenue Unlocked
Triggers when a revenue is unlocked.
Trigger
Instant
Try It
- Message
Trigger
Instant
Try It
- Project ID
  Required
- Contact ID
  Required
Action
Write
- Opportunity
  Required
- Completion Percentage
  Required
Action
Write
- Project
  Required
- Contact
  Required
Action
Write
- Company
  Required
- Custom Field
  Required
- LabelType
  Required
- Value
  Required
Action
Write
- Project
  Required
- Custom Field
  Required
- Value
  Required
- LabelType
  Required
Action
Write
- Person
  Required
- Email Address
  Required
- Label
- Is Default?
Action
Write
- Person
  Required
- Website URL
  Required
- Title
  Required
- Type
  Required
Action
Write
- Company
  Required
- Note
  Required
- Tag(s)
Action
Write
- Person
  Required
- End Date
- Description
Action
Write
- Assignment
  Required
- Person/People
  Required
Action
Write
- Person
  Required
- Phone Number
  Required
- Label
  Required
- Is Default?
Action
Write
- Person
  Required
- Primary
- Title
- Position Type
- Career
- Industry
- Location
- Summary
- Department
- Team Size ID
- Company Name
- Company
- Start date
- End date
- Skills
- Achievements
- Company Types
Action
Write
- Tag
  Required
- Project
  Required
Action
Write
- Company
  Required
- Link ID
  Required
- Website URL
  Required
- Title
  Required
- Type
  Required
Action
Write
- Person
  Required
- Phone ID
  Required
- Phone Number
  Required
- Label
  Required
- Is Default?
Action
Write
- Project
  Required
- Amount
  Required
- Currency
  Required
- Tag
  Required
- Due Date
- Paid At
- Note
- Recipient ID
  Required
- Recipient Type
  Required
- Recipient Name
  Required
Action
Write
- Subject
  Required
- Note
- Start Date/Time
  Required
- End Date/Time
  Required
- Timezone
  Required
- Location
- Agenda
- Tag
  Required
- Private
  Required
- Sensitivity
  Required
- All Day
  Required
- Details
- Include Details
  Required
- Include Name
  Required
- ID
- Label
- ID
- Type
- Full Name
- Email
- Microsoft Graph Integration ID
Action
Write
- Owner ID
- Project ID
- Project Type
- Resume/CV file
  Required
- Add filename and extension eg "example.png"
  Required
Action
Write
- Project
  Required
- Amount
  Required
- Currency
  Required
- Probability
  Required
- Revenue Owner
- Date
  Required
- Tag
  Required
- Percent
- Status
- Recipient Type
- Recipient ID
- Recipient Name
Action
Write
- Person
  Required
- Email Address
  Required
Action
Write
- Person
  Required
- Link ID
  Required
Action
Write
- Person
  Required
- From
  Required
- To
  Required
- Cc
- Bcc
- Subject
  Required
- Body
  Required
- Microsoft Graph ID
- Microsoft Graph Message ID
- Created At
- Attachments
- Attachments Info
Action
Write
- Invoice
  Required
- Template
  Required
- Due Date
  Required
- Number Pattern Info
- Invoice Number
  Required
- Locale
  Required
Action
Write
- Project ID
  Required
- Contact ID
  Required
Action
Write
- Person
  Required
- Id
  Required
Action
Write
- ID
  Required
Action
Write
- Assignment
  Required
- Candidate(s)
  Required
- Pipeline Tag(s)
  Required
Action
Write
- Fixed Fee
  Required
Action
Write
- Revenue
  Required
Action
Write
- Id
  Required
- Company Name
  Required
- Constraint
  Required
- End Date
- Description
Action
Write
- Project
  Required
- Invoice
  Required
- Reference Number
- Number Pattern Info
- Invoice Number
- Currency
  Required
- Amount
  Required
- Tag
  Required
- Description
  Required
- Status
  Required
- Invoice Date
  Required
- Due Date
- Paid Date
- Note
- Percent
- Status
- Recipient Type
- Recipient ID
- Recipient Name
Action
Write
- ID
  Required
- Pinned
  Required
Action
Write
- Id
  Required
- Person
  Required
- Degree/Qualification
  Required
- University / College / Awarding body
  Required
- Field of study
- Summary
- Primary/Main Qualification
- Start Date
- End Date
Action
Write
- Id
  Required
- Person
  Required
- Primary
  Required
- Title
- Position Type
- Career
- Industry
- Location
- Summary
- Department
- Team Size ID
- Company Name
- Company
- Start date
- End date
- Skills
- Achievements
- Company Types
Action
Write
- ID
  Required
- Label
  Required
- Project Name
  Required
- Project ID
- Owner
- Company
- Description
- Industries
- List ID
- Start Date
- End Date
Action
Write
- ID
  Required
- Title
  Required
- Assignees
  Required
- Due Date
  Required
- Timezone
  Required
- Private
  Required
- Tag
  Required
- ID
- Label
- Recursion Type
- Recursion Frequency
- Recursion Days
- Note
- Priority
  Required
- Done
  Required
Action
Write
- ID
  Required
- Pinned
  Required
Action
Write
- Project, company or person ID
  Required
- Type
  Required
- File
  Required
- Add filename and extension eg "example.png"
  Required
Action
Write
- Name
  Required
Action
Search
- ID
  Required
- Type
Action
Search
- Location
  Required
- Level
Action
Search
- Project ID
  Required
Action
Search
- Person ID
  Required
Action
Search
- Phone number
  Required
Action
Search
- Project Id
  Required
Action
Search
- Name
  Required
Action
Search
- Project ID
  Required
Action
Search
- Text
  Required
- Filename (including extension)
  Required
Action
Write
- HelpText
- CSV File
  Required
- Webhook URL
  Required
- Has Header Row
- Delimiter
Action
Write

Assignment Converted to Opportunity
Triggers when an assignment is converted to an opportunity
Trigger
Instant
Try It
Billing Contact Added
Triggers when a billing contact is added.
Trigger
Instant
Try It
Candidate Added to Assignment
Triggers when a candidate is added to an assignment
Trigger
Instant
Try It
Candidate Status Added
Triggers when a candidate pipeline status is added
Trigger
Instant
Try It
Candidate Status Deleted
Triggers when a candidate pipeline status is deleted
Trigger
Instant
Try It
Company Off-Limits Created
Triggers when an off-limits for a company is added
Trigger
Polling
Try It
Company Status Changed
Triggers when a company status has changed
Trigger
Instant
Try It
- Type
  Required
Trigger
Instant
Try It
Education Added to Person
Triggers when a new qualification/education is added to a person.
Trigger
Instant
Try It
Fixed Fee Locked
Triggers when a fixed fee is locked.
Trigger
Instant
Try It
Fixed Fee Updated
Triggers when a fixed fee is updated.
Trigger
Instant
Try It
- Type
- ID
Trigger
Polling
Try It
Invoice Locked
Triggers when an invoice is locked
Trigger
Instant
Try It
Invoice Status Changed
Triggers when an invoice status has changed
Trigger
Instant
Try It
Invoice Updated
Triggers when an invoice is updated
Trigger
Instant
Try It
List Converted to Opportunity
Triggers when a list is converted to an opportunity
Trigger
Instant
Try It
- Message
Trigger
Instant
Try It
New Company Created
Triggers when a new company is created on the platform.
Trigger
Instant
Try It
New Invoice Created
Triggers when a new invoice is created
Trigger
Instant
Try It
- Message
Trigger
Instant
Try It
- Type
  Required
Trigger
Instant
Try It
- Message
Trigger
Instant
Try It
Opportunity Converted to Assignment
Triggers when an opportunity is converted to an assignment
Trigger
Instant
Try It
Opportunity Document Uploaded
Triggers when an opportunity document is uploaded
Trigger
Instant
Try It
Person Document Uploaded
Triggers when an person document or resume is uploaded
Trigger
Instant
Try It
Person Education Updated
Triggers when an education/qualification belonging to a person is updated.
Trigger
Instant
Try It
Person Off-Limits Updated
Triggers when an off-limits for a person is updated
Trigger
Polling
Try It
Person Position Updated
Triggers when a position belonging to a person is updated.
Trigger
Instant
Try It
Person Tag Added
Triggers when a person tag is added
Trigger
Instant
Try It
Person Updated
Triggers when a person is updated.
Trigger
Instant
Try It
Project Status Changed
Triggers when a project status has changed
Trigger
Instant
Try It
Revenue Deleted
Triggers when a revenue is deleted.
Trigger
Instant
Try It
Revenue Status Changed
Triggers when a revenue status has changed
Trigger
Instant
Try It
Revenue Updated
Triggers when a revenue is updated.
Trigger
Instant
Try It
- Message
Trigger
Instant
Try It
- Company Name
  Required
- Constraint
  Required
- End Date
- Description
Action
Write
- Person
  Required
- Base Salary Amount
- Base Salary Currency
- Interim Rate Amount
- Interim Rate Currency
- NED Rate Amount
- NED Rate Currency
- Bonus Percentage
- Notice Period
- Probono
- Additional Information
Action
Write
- Person
  Required
- Position Type
  Required
- Careers
- industries
- Locations
- Status
- NED Classification
Action
Write
- Person
  Required
- Custom Field
  Required
- Label Type
  Required
- Value
  Required
Action
Write
- Person
  Required
- Degree/Qualification
  Required
- University / College / Awarding body
  Required
- Field of study
- Summary
- Primary/Main Qualification
- Start Date
- End Date
Action
Write
- Company
  Required
- Website URL
  Required
- Title
  Required
- Type
  Required
Action
Write
- Assignment
  Required
- Note
  Required
- Tag(s)
Action
Write
- Person
  Required
- Note
  Required
- Tag(s)
Action
Write
- Tag(s)
  Required
- People
  Required
Action
Write
- Person
  Required
- List
  Required
Action
Write
- Assignment
  Required
- Candidate(s)
  Required
- Pipeline Tag(s)
  Required
Action
Write
- Company
  Required
- Tag
  Required
Action
Write
- Person
  Required
- Old Email Address
  Required
- New Email Address
  Required
Action
Write
- Person
  Required
- Link ID
  Required
- Website URL
  Required
- Title
  Required
- Type
  Required
Action
Write
- Company Name
  Required
- Owner
- Division
- Description
- Size
- Email
- Phone
- Specialities
- Industries
- Address Building
- Address Street
- Address City
- Address State
- Address Postcode
- Address Country
Action
Write
- Project
  Required
- Reference Number
- Number Pattern Info
- Invoice Number
- Amount
  Required
- Description
  Required
- Tag
  Required
- Status
  Required
- Invoice Date
  Required
- Due Date
- Paid Date
- Note
- Currency
  Required
- Percent
- Status
- Recipient Type
- Recipient ID
- Recipient Name
Action
Write
- Title
- First name
  Required
- Last name
  Required
- Job title
- Company
  Required
- Owner ID
- Department
- Emails
- Links
- Phones
- Career
- Industry
- Location
Action
Write
- Project Name
  Required
- Label
  Required
- Project ID
- Company
- Owner
- Description
- Industries
- List
- Start Date
- End Date
Action
Write
- Title
  Required
- Assignees
  Required
- Due Date
  Required
- Timezone
  Required
- Private
  Required
- Tag
  Required
- ID
- Label
- Recursion Type
- Recursion Frequency
- Recursion Days
- Note
- Priority
- Done
Action
Write
- Company
  Required
- Link ID
  Required
Action
Write
- Person
  Required
- Phone ID
  Required
Action
Write
- Fixed Fee
  Required
Action
Write
- Revenue
  Required
Action
Write
- Id
  Required
Action
Write
- Person
  Required
- List
  Required
Action
Write
- Tag(s)
  Required
- Person/People
  Required
Action
Write
- Person
  Required
- Id
  Required
Action
Write
- Invoice
  Required
Action
Write
- ID
  Required
- Type
  Required
- Name
  Required
- Owner
- Division
- Description
- Size
- Email
- Phone
- Specialities
- Industries
- Address Building
- Address Street
- Address City
- Address State
- Address Postcode
- Address Country
Action
Write
- Project
  Required
- Fixed Fee
  Required
- Amount
  Required
- Currency
  Required
- Tag
  Required
- Due Date
- Paid At
- Note
- Recipient ID
  Required
- Recipient Type
  Required
- Recipient Name
  Required
Action
Write
- ID
  Required
- Subject
  Required
- Note
- Start Date/Time
  Required
- End Date/Time
  Required
- Timezone
  Required
- Location
- Agenda
- Tag
  Required
- Private
  Required
- Sensitivity
  Required
- All Day
  Required
- Details
- Include Details
  Required
- Include Name
  Required
- ID
- Label
- ID
- Type
- Full Name
- Email
- Microsoft Graph Integration ID
Action
Write
- ID
  Required
- Title
- First Name
  Required
- Last name
  Required
- Owner ID
Action
Write
- Id
  Required
- Person
  Required
- End Date
- Description
Action
Write
- Person ID
  Required
- Owner ID
- Resume/CV file
  Required
- Add filename and extension eg "example.png"
  Required
Action
Write
- Project
  Required
- Revenue Id
  Required
- Amount
  Required
- Currency
  Required
- Probability
  Required
- Revenue Owner
- Date
  Required
- Tag
  Required
- Percent
- Status
- Recipient Type
- Recipient ID
- Recipient Name
Action
Write
- ID
  Required
- Done
  Required
Action
Write
- ID
  Required
- Priority
  Required
Action
Write
- Company ID
  Required
Action
Search
- Type
  Required
- Custom Field ID
  Required
Action
Search
- Name
  Required
Action
Search
- Company ID
  Required
Action
Search
- Email Address
  Required
Action
Search
- LinkedIn URL
  Required
Action
Search
- Person ID
  Required
Action
Search
- Project Id
  Required
Action
Search
- Project ID
  Required
Action
Search
- Name
  Required
- Type
  Required
Action
Search
- CSV File
  Required
- Has Header Row
- Delimiter
Action
Write
- File
  Required
- Encoding
Action
Write

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Connect Ezekia and Files 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.

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.

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.

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.

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.

Make work flow with AI

Level up your Ezekia to Files 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

About Ezekia

Ezekia is a platform for executive search firms to manage their assignments and business development campaigns.

HelpHelp

Related categories

HR Talent & Recruitment

About Files By Zapier

Files by Zapier allows you to import and process files including text, CSV.