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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.
This action creates a new folder.
Search your documents.
This action rename the document.
This action deletes the document.
Create a signature request from a selected template with a title and optional message; supports test mode.

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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 Signaturely accounts to viaSocket. Once connected, you can set up a workflow where an event in Envoy for Visitors triggers actions in Signaturely (or vice versa).
Absolutely. You can customize how Envoy for Visitors data is recorded in Signaturely. This includes choosing which data fields go into which fields of Signaturely, setting up custom formats, and filtering out unwanted information.
The data sync between Envoy for Visitors and Signaturely 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 Signaturely. 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.
Learn MoreSignaturely offers an integration that enables you to create documents from templates or trigger actions such as sending or completing documents automatically. Streamline your workflow and save time with Signaturely's efficient integration.
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