Ezekia + SmartBill Integration

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1.
  • Ezekia
    Assignment is converted to list in Ezekia Instant
  • Ezekia
    Assignment is converted to opportunity in Ezekia Instant
  • Ezekia
    Assignment document is uploaded in Ezekia Instant
  • Ezekia
    Billing contact is added in Ezekia Instant
  • Ezekia
    Candidate is added to assignment in Ezekia Instant
  • Ezekia
    Candidate is removed from assignment in Ezekia Instant
  • Ezekia
    Candidate status is added in Ezekia Instant
  • Ezekia
    Candidate pipeline status is changed in Ezekia Instant
  • Ezekia
    Candidate status is deleted in Ezekia Instant
  • Ezekia
    Company document is uploaded in Ezekia Instant
  • Ezekia
    Company status is changed in Ezekia Instant
  • Ezekia
    Company off limit is created in Ezekia
  • Ezekia
    Person is created in Ezekia
  • Ezekia
    Project is created in Ezekia
  • Ezekia
    Person is added to list in Ezekia
  • Ezekia
    Person is updated in Ezekia
  • Ezekia
    Project is updated in Ezekia
  • Ezekia
    Person off limit is created in Ezekia
  • Ezekia
    Education is added to person in Ezekia Instant
  • Ezekia
    Fixed fee is locked in Ezekia Instant
  • Ezekia
    Fixed fee is updated in Ezekia Instant
  • Ezekia
    Invoice is locked in Ezekia Instant
  • Ezekia
    Invoice is unlocked in Ezekia Instant
  • Ezekia
    Invoice is updated in Ezekia Instant
  • Ezekia
    Invoice status is changed in Ezekia Instant
  • Ezekia
    List is converted to assignment in Ezekia Instant
  • Ezekia
    List is converted to opportunity in Ezekia Instant
  • Ezekia
    List document is uploaded in Ezekia Instant
  • Ezekia
    Meeting is deleted in Ezekia Instant
  • Ezekia
    Company is created in Ezekia Instant
  • Ezekia
    Fixed fee is created in Ezekia Instant
  • Ezekia
    Invoice is created in Ezekia Instant
  • Ezekia
    Meeting is created in Ezekia Instant
  • Ezekia
    Revenue is created in Ezekia Instant
  • Ezekia
    Task is created in Ezekia Instant
  • Ezekia
    Opportunity completion is changed in Ezekia Instant
  • Ezekia
    Opportunity is converted to assignment in Ezekia Instant
  • Ezekia
    Opportunity is converted to list in Ezekia Instant
  • Ezekia
    Opportunity document is uploaded in Ezekia Instant
  • Ezekia
    Person education is deleted in Ezekia Instant
  • Ezekia
    Person position is deleted in Ezekia Instant
  • Ezekia
    Person position is updated in Ezekia Instant
  • Ezekia
    Person is removed from list in Ezekia Instant
  • Ezekia
    Person tag is added in Ezekia Instant
  • Ezekia
    Person tag is removed in Ezekia Instant
  • Ezekia
    Project status is changed in Ezekia
  • Ezekia
    Person document is uploaded in Ezekia Instant
  • Ezekia
    Fixed fee is unlocked in Ezekia Instant
  • Ezekia
    Company is updated in Ezekia Instant
  • Ezekia
    Fixed fee is deleted in Ezekia Instant
  • Ezekia
    Revenue is updated in Ezekia Instant
  • Ezekia
    Revenue is deleted in Ezekia Instant
  • Ezekia
    Revenue is locked in Ezekia Instant
  • Ezekia
    Revenue is unlocked in Ezekia Instant
  • Ezekia
    Task is updated in Ezekia Instant
  • Ezekia
    Task is deleted in Ezekia Instant
  • Ezekia
    Person education is deleted in Ezekia Instant
  • Ezekia
    Person position is created in Ezekia Instant
  • Ezekia
    Person education is updated in Ezekia Instant
  • Ezekia
    Meeting is updated in Ezekia Instant
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2.
  • Ezekia
    Add billing contact in Ezekia
  • Ezekia
    Add company off limits in Ezekia
  • Ezekia
    Add completion to opportunity in Ezekia
  • Ezekia
    Add confidential details to person in Ezekia
  • Ezekia
    Add contact to project in Ezekia
  • Ezekia
    Add current status to person in Ezekia
  • Ezekia
    Create company in Ezekia
  • Ezekia
    Add education to person in Ezekia
  • Ezekia
    Add email address to person in Ezekia
  • Ezekia
    Add note to project in Ezekia
  • Ezekia
    Add note to company in Ezekia
  • Ezekia
    Add note to person in Ezekia
  • Ezekia
    Add person off limits in Ezekia
  • Ezekia
    Add tag to person in Ezekia
  • Ezekia
    Add person to assignment in Ezekia
  • Ezekia
    Add phone number to person in Ezekia
  • Ezekia
    Add website URL to company in Ezekia
  • Ezekia
    Add website URL to person in Ezekia
  • Ezekia
    Add person to list in Ezekia
  • Ezekia
    Add position to person in Ezekia
  • Ezekia
    Add status tag to company in Ezekia
  • Ezekia
    Change email address of person in Ezekia
  • Ezekia
    Change phone number of person in Ezekia
  • Ezekia
    Create fixed fee in Ezekia
  • Ezekia
    Create invoice in Ezekia
  • Ezekia
    Create person in Ezekia
  • Ezekia
    Create project in Ezekia
  • Ezekia
    Create revenue in Ezekia
  • Ezekia
    Create meeting in Ezekia
  • Ezekia
    Search company by name in Ezekia
  • Ezekia
    Update company in Ezekia
  • Ezekia
    Update project in Ezekia
  • Ezekia
    Search project by name in Ezekia
  • Ezekia
    Update person in Ezekia
  • Ezekia
    Search person by email in Ezekia
  • Ezekia
    Change website URL of person in Ezekia
  • Ezekia
    Lock fixed fee in Ezekia
  • Ezekia
    Lock invoice in Ezekia
  • Ezekia
    Lock revenue in Ezekia
  • Ezekia
    Unlock fixed fee in Ezekia
  • Ezekia
    Unlock invoice in Ezekia
  • Ezekia
    Unlock revenue in Ezekia
  • Ezekia
    Remove billing contact in Ezekia
  • Ezekia
    Remove person from list in Ezekia
  • Ezekia
    Remove tag from person in Ezekia
  • Ezekia
    Delete email address of person in Ezekia
  • Ezekia
    Delete phone number of person in Ezekia
  • Ezekia
    Delete website URL of person in Ezekia
  • Ezekia
    Delete website URL of company in Ezekia
  • Ezekia
    Search person by phone number in Ezekia
  • Ezekia
    Find person by id in Ezekia
  • SmartBill
    Create invoice in SmartBill
  • SmartBill
    Send document by email in SmartBill
  • SmartBill
    Create payment collection in SmartBill
  • SmartBill
    Create proforma in SmartBill
  • SmartBill
    Get invoice PDF in SmartBill

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Ezekia
SmartBill

Supported triggers and actions for Ezekia and SmartBill

Mix and match to build the exact automation you need

Ezekia
Ezekia Triggers & Actions
Instant
Assignment is converted to list in Ezekia
Triggers the automation when an assignment is converted to a list
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Instant
Assignment is converted to opportunity in Ezekia
Triggers when an assignment is converted to an opportunity
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Instant
Assignment document is uploaded in Ezekia
Triggers when a document is uploaded for an assignment
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Instant
Billing contact is added in Ezekia
Triggers when a billing contact is added
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Instant
Candidate is added to assignment in Ezekia
Triggers when a candidate is added to an assignment
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Instant
Candidate is removed from assignment in Ezekia
Triggers when a candidate is removed from an assignment
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Instant
Candidate status is added in Ezekia
Triggers when a candidate status is added
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Instant
Candidate pipeline status is changed in Ezekia
Triggers when a candidate's pipeline status is changed
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Instant
Candidate status is deleted in Ezekia
Triggers when a candidate status is deleted
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Instant
Company document is uploaded in Ezekia
Triggers when a document is uploaded for a company
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Instant
Company status is changed in Ezekia
Triggers when a company status is changed
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Company off limit is created in Ezekia
Triggers when an off limit is created for a company
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Person is created in Ezekia
Triggers the automation when a person is created
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Project is created in Ezekia
Triggers the automation when a project is created
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Person is added to list in Ezekia
Triggers the automation when a person is added to a list
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Person is updated in Ezekia
Triggers the automation when a person is updated
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Project is updated in Ezekia
Triggers the automation when a project is updated
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Person off limit is created in Ezekia
Triggers the automation when a person off limit is created
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Instant
Education is added to person in Ezekia
Triggers the automation when education is added to a person
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Instant
Fixed fee is locked in Ezekia
Triggers the automation when a fixed fee is locked
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Instant
Fixed fee is updated in Ezekia
Triggers the automation when a fixed fee is updated
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Instant
Invoice is locked in Ezekia
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Instant
Invoice is unlocked in Ezekia
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Instant
Invoice is updated in Ezekia
Triggers the automation when an invoice is updated
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Instant
Invoice status is changed in Ezekia
Triggers the automation when invoice status is changed
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Instant
List is converted to assignment in Ezekia
Triggers the automation when a list is converted to an assignment
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Instant
List is converted to opportunity in Ezekia
Triggers the automation when a list is converted to an opportunity
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Instant
List document is uploaded in Ezekia
Triggers the automation when a list document is uploaded
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Instant
Meeting is deleted in Ezekia
Triggers the automation when a meeting is deleted
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Instant
Company is created in Ezekia
Triggers the automation when a new company is created
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Instant
Fixed fee is created in Ezekia
Triggers the automation when a fixed fee is created
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Instant
Invoice is created in Ezekia
Triggers the automation when an invoice is created
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Instant
Meeting is created in Ezekia
Triggers the automation when a meeting is created
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Instant
Revenue is created in Ezekia
Triggers the automation when revenue is created
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Instant
Task is created in Ezekia
Triggers the automation when a task is created
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Instant
Opportunity completion is changed in Ezekia
Triggers the automation when opportunity completion status changes
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Instant
Opportunity is converted to assignment in Ezekia
Triggers the automation when an opportunity is converted to an assignment
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Instant
Opportunity is converted to list in Ezekia
Triggers the automation when an opportunity is converted to a list
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Instant
Opportunity document is uploaded in Ezekia
Triggers the automation when a document is uploaded for an opportunity
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Instant
Person education is deleted in Ezekia
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Instant
Person position is deleted in Ezekia
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Instant
Person position is updated in Ezekia
Triggers the automation when a person's position is updated
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Instant
Person is removed from list in Ezekia
Triggers the automation when a person is removed from a list
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Instant
Person tag is added in Ezekia
Triggers the automation when a tag is added to a person
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Instant
Person tag is removed in Ezekia
Triggers the automation when a tag is removed from a person
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Project status is changed in Ezekia
Triggers the automation when a project status is changed
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Instant
Person document is uploaded in Ezekia
Triggers the automation when a document is uploaded for a person
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Instant
Fixed fee is unlocked in Ezekia
Triggers the automation when a fixed fee is unlocked
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Instant
Company is updated in Ezekia
Triggers the automation when company information is updated
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Instant
Fixed fee is deleted in Ezekia
Triggers the automation when a fixed fee is deleted
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Instant
Revenue is updated in Ezekia
Triggers the automation when revenue is updated
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Instant
Revenue is deleted in Ezekia
Triggers the automation when revenue is deleted
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Instant
Revenue is locked in Ezekia
Triggers the automation when revenue is locked
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Instant
Revenue is unlocked in Ezekia
Triggers the automation when revenue is unlocked
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Instant
Task is updated in Ezekia
Triggers the automation when a task is updated
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Instant
Task is deleted in Ezekia
Triggers the automation when a task is deleted
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Instant
Person education is deleted in Ezekia
Triggers the automation when a person's education is deleted
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Instant
Person position is created in Ezekia
Triggers the automation when a position is added to a person
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Instant
Person education is updated in Ezekia
Triggers the automation when a person's education is updated
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Instant
Meeting is updated in Ezekia
Triggers the automation when a meeting is updated
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Add billing contact in Ezekia
Adds a billing contact
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Add company off limits in Ezekia
Adds a company to the off-limits list
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Add completion to opportunity in Ezekia
Adds completion details to an opportunity
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Add confidential details to person in Ezekia
Adds confidential details to a person
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Add contact to project in Ezekia
Adds a contact to a project
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Add current status to person in Ezekia
Adds the current status to a person
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Create company in Ezekia
Creates a new company
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Add education to person in Ezekia
Adds education information to a person
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Add email address to person in Ezekia
Adds an email address to a person
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Add note to project in Ezekia
Adds a note to a project
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Add note to company in Ezekia
Adds a note to a company
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Add note to person in Ezekia
Adds a note to a person
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Add person off limits in Ezekia
Marks a person as off-limits
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Add tag to person in Ezekia
Adds a tag to a person
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Add person to assignment in Ezekia
Adds a person to an assignment
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Add phone number to person in Ezekia
Adds a phone number to a person
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Add website URL to company in Ezekia
Adds a website URL to a company
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Add website URL to person in Ezekia
Adds a website URL to a person
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Add person to list in Ezekia
Adds a person to a list
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Add position to person in Ezekia
Adds a position to a person
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Add status tag to company in Ezekia
Adds a status tag to a company
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Change email address of person in Ezekia
Modify the email address of a person
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Change phone number of person in Ezekia
Modify the phone number of a person
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Create fixed fee in Ezekia
Generate a fixed fee for billing purposes
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Create invoice in Ezekia
Generate an invoice for billing purposes
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Create person in Ezekia
Add a new person to the database
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Create project in Ezekia
Add a new project to the system
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Create revenue in Ezekia
Record revenue generated
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Create meeting in Ezekia
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Search company by name in Ezekia
Search for a company using its name
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Update company in Ezekia
Modify company details
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Update project in Ezekia
Modify project details
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Search project by name in Ezekia
Search for a project using its name
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Update person in Ezekia
Modify person details
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Search person by email in Ezekia
Search for a person using email address
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Change website URL of person in Ezekia
Modify the website URL of a person
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Lock fixed fee in Ezekia
Locks the fixed fee for a specific event
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Lock invoice in Ezekia
Locks the invoice for a specific event
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Lock revenue in Ezekia
Locks the revenue for a specific event
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Unlock fixed fee in Ezekia
Unlocks the fixed fee for a specific event
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Unlock invoice in Ezekia
Unlocks the invoice for a specific event
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Unlock revenue in Ezekia
Unlocks the revenue for a specific event
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Remove billing contact in Ezekia
Removes the billing contact from the list
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Remove person from list in Ezekia
Removes a person from a specific list
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Remove tag from person in Ezekia
Removes a tag from a person
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Delete email address of person in Ezekia
Removes the email address of a person
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Delete phone number of person in Ezekia
Removes the phone number of a person
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Delete website URL of person in Ezekia
Deletes the website URL associated with a person
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Delete website URL of company in Ezekia
Deletes the website URL associated with a company
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Search person by phone number in Ezekia
Searches for a person based on their phone number
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Find person by id in Ezekia
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SmartBill
SmartBill Triggers & Actions
No trigger is available
Create invoice in SmartBill
Generates a new invoice
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Send document by email in SmartBill
Emails the document
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Create payment collection in SmartBill
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Create proforma in SmartBill
Generates a proforma
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Get invoice PDF in SmartBill
Retrieves the invoice as a PDF
Try it →
And much more...
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Why choose Integrately to automate Ezekia + SmartBill

Build and manage your Ezekia + SmartBill automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Ezekia + SmartBill with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
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24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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1
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2
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3
Automation is ready
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