Connect Privyr and ezidox to Build Intelligent Automations

Choose a Trigger

Privyr

When this happens...

Choose an Action

ezidox

Automatically do this!

Enable Integrations or automations with these events of Privyr and ezidox

Enable Integrations or automations with these events of Privyr and ezidox

Actions

Create Client

Create Client

Creates a new client

Request a new Action for Privyr

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Frequently Asked Questions

How do I start an integration between Privyr and ezidox?

To start, connect both your Privyr and ezidox accounts to viaSocket. Once connected, you can set up a workflow where an event in Privyr triggers actions in ezidox (or vice versa).

Can we customize how data from Privyr is recorded in ezidox?

Absolutely. You can customize how Privyr data is recorded in ezidox. This includes choosing which data fields go into which fields of ezidox, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Privyr and ezidox?

The data sync between Privyr and ezidox typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Privyr to ezidox?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Privyr and ezidox?

Yes, you can set conditional logic to control the flow of data between Privyr and ezidox. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Privyr

About Privyr

Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat apps.

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ezidox

About ezidox

Ezidox is a cloud-based platform for automating and simplifying the collection and exchange of documents required for transactions.

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