Connect Envoy for Visitors and docupilot to Build Intelligent Automations
Enable Integrations or automations with these events of Envoy for Visitors and docupilot
Enable Integrations or automations with these events of Envoy for Visitors and docupilot
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 docupilot accounts to viaSocket. Once connected, you can set up a workflow where an event in Envoy for Visitors triggers actions in docupilot (or vice versa).
Absolutely. You can customize how Envoy for Visitors data is recorded in docupilot. This includes choosing which data fields go into which fields of docupilot, setting up custom formats, and filtering out unwanted information.
The data sync between Envoy for Visitors and docupilot 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 docupilot. 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 docupilot
Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data from online services.
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