Connect Planado and Envoy for Visitors to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planado
Choose an Action
Automatically do this!
- Request a new Action for Envoy for Visitors
Ready to use Planado and Envoy for Visitors automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Visitor Invited
Triggers when a visitor invite is created in Envoy.
Do thisActions
Action is the task that follows automatically within your Planado integrations.
Create Job
Create a new job assignment for a field worker
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Frequently Asked Questions
To start, connect both your Planado and Envoy for Visitors accounts to viaSocket. Once connected, you can set up a workflow where an event in Planado triggers actions in Envoy for Visitors (or vice versa).
Absolutely. You can customize how Planado data is recorded in Envoy for Visitors. This includes choosing which data fields go into which fields of Envoy for Visitors, setting up custom formats, and filtering out unwanted information.
The data sync between Planado and Envoy for Visitors 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 Planado and Envoy for Visitors. 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.
About Planado
Planado is a cloud service for the company’s fieldwork management and performance quality control of mobile workers
Learn MoreAbout 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.
Learn More
