Connect Envoy for Visitors and documents to Build Intelligent Automations
Choose a Trigger
When this happens...
Visitor Invited
Choose an Action
Automatically do this!
- Request a new Action for documents
Enable Integrations or automations with these events of Envoy for Visitors and documents
Enable Integrations or automations with these events of Envoy for Visitors and documents
Triggers
Visitor Invited
Triggers when a visitor invite is created in Envoy.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Envoy for Visitors and documents accounts to viaSocket. Once connected, you can set up a workflow where an event in Envoy for Visitors triggers actions in documents (or vice versa).
Absolutely. You can customize how Envoy for Visitors data is recorded in documents. This includes choosing which data fields go into which fields of documents, setting up custom formats, and filtering out unwanted information.
The data sync between Envoy for Visitors and documents 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 documents. 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 documents
The otris solution platform (Documents) is an ECM platform for managing documents and business processes.
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