ezidox and Salesflare
How to connect ezidox
- Via Zapier — 17 operations available. Set it up ↗
About ezidox
Ezidox is a cloud-based platform for automating and simplifying the collection and exchange of documents required for transactions.
ezidox operations on Zapier
Triggers (6)
Start a workflow when this happens
- Application Created — Triggers when a new application is created.
- Application Status Updated — Triggers when an application status has been updated (not via B2B services).
- Document Accepted — Triggers when a document is accepted.
- Document Not Relevant — Triggers when a document is marked as not relevant.
- Document Rejected — Triggers when a document is rejected.
Show 1 more triggers
- Document Uploaded — Triggers when a new document is uploaded.
Actions (8)
Things Salesflare can make it do
- Accept Document — Accept document.
- Add Stakeholder — Add Stakeholder.
- Comment Document — Add comment to document.
- Create Application — Creates a new application.
- Create Collector — Creates a new collector.
Show 3 more actions
- Reject Document — Reject document.
- Remove Stakeholder — Remove Stakeholder.
- Upload Document — Upload document.
Searches (3)
Look up existing records
- Find Application — Finds an application with given filters.
- Find Template — Finds a Document Template by its name.
- Find Template Set — Finds a Document Template Set.
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