
When this happens...
Visitor Invited

Automatically do this!
List All Companies
List Deals
List Lead Collection
List People Collection
List Products Collection
List Emails Collection
Create Product
Create Activity
Create or Update Company
Create or Update Deal
Create Or Update Lead
Create or Update Person
Update Product
Find Company
Find Deal
Find Lead
Find Person
Find Product
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a visitor invite is created in Envoy.
Runs when a new company is created in Teamgate.
Runs when a new lead is created in Teamgate.
Runs when a new deal is created in Teamgate.
Runs when a new product is created in Teamgate.
Runs when a new person is created in Teamgate.
Action is the task that follows automatically within your Envoy for Visitors integrations.
Retrieves the list of all company
Retrieves deals from your Teamgate CRM account .
Retrieves the list of leads from your Teamgate CRM.
Retrieves the list of people (contacts) from your Teamgate CRM account.
Retrieves the list of all product records from your Teamgate CRM account.
Retrieves a list of all emails from your Teamgate account

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To start, connect both your Envoy for Visitors and Teamgate accounts to viaSocket. Once connected, you can set up a workflow where an event in Envoy for Visitors triggers actions in Teamgate (or vice versa).
Absolutely. You can customize how Envoy for Visitors data is recorded in Teamgate. This includes choosing which data fields go into which fields of Teamgate, setting up custom formats, and filtering out unwanted information.
The data sync between Envoy for Visitors and Teamgate 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 Teamgate. 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 MoreTeamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.
Learn More