
When this happens...
Visitor Invited

Automatically do this!
Create Client
Call Lead
Create Team
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a visitor invite is created in Envoy.
Action is the task that follows automatically within your Envoy for Visitors integrations.
Creates a new client.
Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
Create a team.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Envoy for Visitors and Callingly accounts to viaSocket. Once connected, you can set up a workflow where an event in Envoy for Visitors triggers actions in Callingly (or vice versa).
Absolutely. You can customize how Envoy for Visitors data is recorded in Callingly. This includes choosing which data fields go into which fields of Callingly, setting up custom formats, and filtering out unwanted information.
The data sync between Envoy for Visitors and Callingly typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Envoy for Visitors and Callingly. 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.
Envoy is a leading platform for workplace management, offering solutions for visitor management, room booking, and employee sign-in. It helps businesses streamline their operations and enhance security.
Learn MoreCallingly is a powerful tool designed to help businesses connect with leads instantly by automating the process of making phone calls. It ensures that sales teams can respond to inquiries quickly, improving conversion rates and customer satisfaction.
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