Connect Envoy for Visitors and DocuSeal to Build Intelligent Automations
Choose a Trigger
When this happens...
Visitor Invited
Choose an Action
Automatically do this!
Create Template from HTML
Clone Template
Archive Template
Update Template
Create a submission
List all submitters
Find Submitter by Email
Create a submission from HTML
Ready to use Envoy for Visitors and DocuSeal automations
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.
New Template
Triggers when new template is created.
Update Template
Triggers when new template is updated.
Submission Created
Triggers when form submission created.
Submission Completed
Triggers when form submission completed.
Form Completed
Triggers when the form is completed.
Do thisActions
Action is the task that follows automatically within your Envoy for Visitors integrations.
Create Template from HTML
Creates a new document template for future use.
Clone Template
Clone an existing template.
Archive Template
Archive an existing template.
Update Template
Update an existing template.
Create a submission
Create a submission in DocuSeal
List all submitters
List all submitters
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Frequently Asked Questions
To start, connect both your Envoy for Visitors and DocuSeal accounts to viaSocket. Once connected, you can set up a workflow where an event in Envoy for Visitors triggers actions in DocuSeal (or vice versa).
Absolutely. You can customize how Envoy for Visitors data is recorded in DocuSeal. This includes choosing which data fields go into which fields of DocuSeal, setting up custom formats, and filtering out unwanted information.
The data sync between Envoy for Visitors and DocuSeal 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 DocuSeal. 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 DocuSeal
DocuSeal is a comprehensive digital signature and document management platform designed to streamline the process of signing, sending, and managing documents securely online. It offers a user-friendly interface for individuals and businesses to handle their document workflows efficiently, ensuring compliance and security.
Learn More
