ezidox is a document management, collection and storage serviced and is now available to connect with on Zapier!

Zapier is an online automation tool that connects your favourite apps, such as Gmail, Google Drive, MailChimp, Typeform, Pipedrive, Infusion and over 750 more.

With the ezidox connector on Zapier, you can connect ezidox with other apps to automate aspects of document collection and storage all without relying on developers to build the integration!

Move documents to ezidox from apps automatically to centralize all documents in one place and let ezidox manage document collection and storage. With Zapier it is easy to create workflows with your favorite apps in just a few clicks!

If you are not familiar with Zapier, here is a short intro video

How do I get started? Check here all the Zapier Integrations already available!

Sign into or create an account with Zapier if haven’t already.

To use the ezidox connector ensure you have activated Zapier within ezidox and then enter the API Key and Secret within Zapier. Begin setting up triggers and actions to carry out tasks for you. Completely create your own workflow between ezidox all your apps!

Here are some links to help you get started:

What is Zapier?

How to create a Zap

What can you use ezidox connector for?

  • Triggering actions when a Document is Uploaded, Declared not relevant or rejected, changes to status and when a document request has been approved!

            These triggers can create new applications, collectors, update status and find information such as template sets and documents!

Sharing information between ezidox and CRM software such as:

  • Salesforce
  • ProseperWorks
  • Agile CRM
  • Pipedrive

Setup instant SMS and/or Email notification through services such as:

  • Pushover
  • PushBullet
  • Push by Zapier
  • Gmail
  • Office 365

Take your Document Collection to the next level by utilising the ezidox connector on Zapier!