Connect Signwell and Envoy for Visitors to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Completed
Document Sent
Document Viewed
Choose an Action
Automatically do this!
- Request a new Action for Envoy for Visitors
Ready to use Signwell and Envoy for Visitors automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document Completed
Triggers when a document has been completed.
Document Sent
Triggers when a document is sent.
Document Viewed
Triggers when a signer view a document for the first time.
Visitor Invited
Triggers when a visitor invite is created in Envoy.
Do thisActions
Action is the task that follows automatically within your Signwell integrations.
Create Document From Template
Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
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Frequently Asked Questions
To start, connect both your Signwell and Envoy for Visitors accounts to viaSocket. Once connected, you can set up a workflow where an event in Signwell triggers actions in Envoy for Visitors (or vice versa).
Absolutely. You can customize how Signwell 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 Signwell 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 Signwell 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 Signwell
Signwell is a digital platform that facilitates electronic signatures and document management, streamlining the process of signing, sending, and storing documents securely online.
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.
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