ezidox integration with Gmail
How to Send Gmail emails after new documents are uploaded on Ezidox
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send Gmail emails after new documents are uploaded on Ezidox" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate ezidox integrations
ezidox actions
Nekton can use any feature that is available in ezidox API.
Using our advanced AI, you can easily create custom automations for ezidox.
Here are some typical actions you can do in your automated workflows.
Accept Document
Accept document.
Comment Document
Add comment to document.
Create Collector
Creates a new collector.
Remove Stakeholder
Remove Stakeholder.
Find Application
Finds an application with given filters.
Find Template Set
Finds a Document Template Set.
About ezidox
Ezidox is a cloud-based platform for automating and simplifying the collection and exchange of documents required for transactions.