
When this happens...
Visitor Invited

Automatically do this!
Create Form
Find Form, Template or Entry
Delete Form
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 form in DataForms.io using a selected template, title, and submission settings.
Finds a form, template, or entry in your DataForms account by name or code and returns it.
Permanently remove a form so it no longer appears or can be used.

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To start, connect both your Envoy for Visitors and DataForms.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Envoy for Visitors triggers actions in DataForms.io (or vice versa).
Absolutely. You can customize how Envoy for Visitors data is recorded in DataForms.io. This includes choosing which data fields go into which fields of DataForms.io, setting up custom formats, and filtering out unwanted information.
The data sync between Envoy for Visitors and DataForms.io 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 DataForms.io. 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 MoreWeb-based form builder for businesses that creates, templates, and embeds custom forms on websites with team collaboration and role-based permissions. Provides integrations (Zapier, Make) and a RESTful API for automations and programmatic access (base URL: https://api.dataforms.io).
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