
When this happens...
Visitor Invited

Automatically do this!
Create Channel
Create Idea
Create Message
Create Project
Create Task
Create Comment on Task
Delete Task
Update Task
Find Channel
Find Project
Find Task
Find Workspace
List Workspaces
List Teams
List Users
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a visitor invite is created in Envoy.
Triggers when a new idea is posted on a specific channel.
Triggers when a new message is posted on a specific channel.
Triggers when a new comment is posted to a specific task.
Action is the task that follows automatically within your Envoy for Visitors integrations.
Creates a channel in a workspace you select.
Posts an idea on a channel you select.
Posts a message on a channel you select.
Creates a project in a workspace you select.
Creates a task in a project you select.
Posts a comment to a task you select.

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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Swit accounts to viaSocket. Once connected, you can set up a workflow where an event in Envoy for Visitors triggers actions in Swit (or vice versa).
Absolutely. You can customize how Envoy for Visitors data is recorded in Swit. This includes choosing which data fields go into which fields of Swit, setting up custom formats, and filtering out unwanted information.
The data sync between Envoy for Visitors and Swit 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 Swit. 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 MoreSwit is one work suite for Chat and Project Management. With Swit, you can replace other team collaboration tools.
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