Integrations Envoy for Visitors upilot
Envoy for Visitors + upilot

Connect Envoy for Visitors and upilot to Build Intelligent Automations

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Envoy for Visitors

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upilot

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Enable Integrations or automations with these events of Envoy for Visitors and upilot

Enable Integrations or automations with these events of Envoy for Visitors and upilot

Triggers

Visitor Invited

Visitor Invited

Triggers when a visitor invite is created in Envoy.

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Frequently Asked Questions

How do I start an integration between Envoy for Visitors and upilot?

To start, connect both your Envoy for Visitors and upilot accounts to viaSocket. Once connected, you can set up a workflow where an event in Envoy for Visitors triggers actions in upilot (or vice versa).

Can we customize how data from Envoy for Visitors is recorded in upilot?

Absolutely. You can customize how Envoy for Visitors data is recorded in upilot. This includes choosing which data fields go into which fields of upilot, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Envoy for Visitors and upilot?

The data sync between Envoy for Visitors and upilot typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Envoy for Visitors to upilot?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Envoy for Visitors and upilot?

Yes, you can set conditional logic to control the flow of data between Envoy for Visitors and upilot. 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 for Visitors

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.

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upilot

About upilot

UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.

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