Connect Envoy for Visitors and customertrax handle to Build Intelligent Automations
Enable Integrations or automations with these events of Envoy for Visitors and customertrax handle
Enable Integrations or automations with these events of Envoy for Visitors and customertrax handle
Triggers
Visitor Invited
Triggers when a visitor invite is created in Envoy.
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Frequently Asked Questions
To start, connect both your Envoy for Visitors and customertrax handle accounts to viaSocket. Once connected, you can set up a workflow where an event in Envoy for Visitors triggers actions in customertrax handle (or vice versa).
Absolutely. You can customize how Envoy for Visitors data is recorded in customertrax handle. This includes choosing which data fields go into which fields of customertrax handle, setting up custom formats, and filtering out unwanted information.
The data sync between Envoy for Visitors and customertrax handle 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 customertrax handle. 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.
About Envoy for Visitors
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.
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About customertrax handle
Handle 2.0™ is a configurable CRM that shrinks the complexity of your processes
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