
When this happens...
Visitor Invited

Automatically do this!
Create Workspace
Update Workspace
Delete Workspace
List/Search Workspace
Create a Bulk Send List
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.
Create a new workspace.
Updates a Workspace name or desctcription.
Deletes a Workspace.
List all Workspace or search by name.
Creates a new bulk send list.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Envoy for Visitors and Docusign accounts to viaSocket. Once connected, you can set up a workflow where an event in Envoy for Visitors triggers actions in Docusign (or vice versa).
Absolutely. You can customize how Envoy for Visitors data is recorded in Docusign. This includes choosing which data fields go into which fields of Docusign, setting up custom formats, and filtering out unwanted information.
The data sync between Envoy for Visitors and Docusign 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 Docusign. 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.
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