Salestrekker + ezidox Integrations
Put Salestrekker + ezidox to work with AI and enterprise-grade automation
Learn more about Salestrekker integrations or talk to a human
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Workflows you can build between Salestrekker and ezidox
See the kind of workflows teams build with Salestrekker and ezidox below — describe the exact one you want above and the Agent builds it on demand.
Salestrekker + ezidox
When a new document is added to a deal in Salestrekker, sync the document status with ezidox.
Generate and send contracts as deals advance
When a deal stage changes in Salestrekker, automatically populate a contract template in ezidox and send it to the client for signature.
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Advance deal stages when contracts are sent out
When a document is sent for signature in ezidox, automatically update the matching deal stage in Salestrekker to reflect ongoing negotiations.
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Sync meeting notes directly into sales logs
When a note is created or updated in ezidox, automatically append its contents to the corresponding contact or deal activity log in Salestrekker.
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Browse the full workflow library →
Looking to achieve something else with Salestrekker and ezidox?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Salestrekker and ezidox
Everything Salestrekker and ezidox can do inside a workflow — the triggers that start one and the actions that run when it fires.
Salestrekker Explore Salestrekker →
Salestrekker is a customer relationship management and loan origination software designed for mortgage brokers and finance professionals.
TriggersTriggers when a new Deal is created.
Triggers when the deal changes due date.
Triggers when a new document is uploaded.
Triggers when new documents are requested .
Triggers when a new document is created.
Triggers when a new document is signed.
Completes the Task in Deal.
Creates a Contact.
Updates a Contact.
Creates a new Note in Deal
Updates the Deal.
Creates a new Deal.
ezidox Explore ezidox →
ezidox is a document management platform designed to collect, organize, and verify client documents securely in one dashboard.
TriggersTriggers when a new application is created.
Triggers when an application status has been updated (not via B2B services).
Triggers when a document is accepted.
Triggers when a document is marked as not relevant.
Triggers when a document is rejected.
Triggers when a new document is uploaded.
Accept document.
Add Stakeholder.
Add comment to document.
Creates a new application.
Creates a new collector.
Reject document.
Other CRM apps on Knit
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10xCRM
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17hats
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1CRM
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Abby Connect
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AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
Other Documents & Notes apps on Knit
Explore more Documents & Notes integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
APITemplate.io
APITemplate.io is an image and PDF document generation platform that allows users to create automated documents using pre-designed templates.
AudioPen
AudioPen is an AI-powered voice note app that converts spoken audio recordings into structured, clearly written text summaries.
Cleft
Cleft is an AI-powered voice note application that converts spoken thoughts into structured, organized written notes and summaries.
CloudPDF
A cloud-based document hosting platform designed to store, manage, display, and analyze PDF documents on web applications.
Clust
Clust is document collection and client portal software designed to streamline document gathering and client onboarding.
Collected Notes
Collected Notes is a simple note-taking and publishing application that allows users to create, organize, and share plain text notes.
CraftMyPDF.com
CraftMyPDF is an automated document generation service that creates PDF files and images from custom HTML templates.
DocDroid
An online document sharing platform that allows users to upload, view, and share documents in various formats.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Salestrekker + ezidox
Is there a pre-built Salestrekker + ezidox automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Salestrekker and ezidox's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Salestrekker or ezidox connector?
No. The Agent works whether or not Salestrekker or ezidox already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Can moving a deal stage send a document for signature?
Yes, changing a deal stage in Salestrekker can automatically create a document from a template in ezidox and dispatch it for signature.
How do document signature updates affect CRM deals?
When a document is sent for signature in ezidox, you can automatically update the deal stage or log activity in Salestrekker to keep pipeline tracking current.