Connect Envoy for Visitors and Docsumo to Build Intelligent Automations
Choose a Trigger
When this happens...
Visitor Invited
Choose an Action
Automatically do this!
Folder Creation
Ready to use Envoy for Visitors and Docsumo automations
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- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Visitor Invited
Triggers when a visitor invite is created in Envoy.
Do thisActions
Action is the task that follows automatically within your Envoy for Visitors integrations.
Folder Creation
Create a new folder in your Docsumo account to organize and categorize documents.
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Frequently Asked Questions
To start, connect both your Envoy for Visitors and Docsumo accounts to viaSocket. Once connected, you can set up a workflow where an event in Envoy for Visitors triggers actions in Docsumo (or vice versa).
Absolutely. You can customize how Envoy for Visitors data is recorded in Docsumo. This includes choosing which data fields go into which fields of Docsumo, setting up custom formats, and filtering out unwanted information.
The data sync between Envoy for Visitors and Docsumo 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 Docsumo. 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.
Learn MoreAbout Docsumo
Convert unstructured documents like pay stubs, invoices, and bank statements into actionable data effortlessly with Docsumo's Intelligent OCR technology.
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