Integrations Platoforms Envoy for Visitors
Platoforms + Envoy for Visitors

Connect Platoforms and Envoy for Visitors to Build Intelligent Automations

Choose a Trigger

Platoforms

When this happens...

Choose an Action

Envoy for Visitors

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Form Created

Form Created

Trigger when a new form is created.

Visitor Invited

Visitor Invited

Triggers when a visitor invite is created in Envoy.

Request a new Trigger for Platoforms

Do thisActions

Action is the task that follows automatically within your Platoforms integrations.

Search Form

Search Form

Find the details of a form by its id.

Request a new Action for Platoforms

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Platoforms 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.

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

The data sync between Platoforms and Envoy for Visitors 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 Platoforms to Envoy for Visitors?

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 Platoforms and Envoy for Visitors?

Yes, you can set conditional logic to control the flow of data between Platoforms 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.

Platoforms

About Platoforms

PlatoForms converts any PDF to an online web form to let your clients fill out PDF forms in the browser.

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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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