Envoy Help & Support

What Envoy Triggers and Actions are Supported?

Supported Triggers#

  • Visitor Signed In - Triggers when a visitor finishes signing in.
  • Visitor Signed Out - Triggers when a visitor signs out.
  • Visitor Pre-registered - Triggers when a visitor is pre-registered.

Supported Actions#

  • Create Pre-registration - Create a new pre-registration in your Envoy account.
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How to Get Started with Envoy on Zapier

As you start creating your own custom Zaps that use Envoy, you’ll first need to connect your Envoy account. We’ll prompt you when it’s time!

Select an Envoy account

Next, you’ll have the option to name your Account. This is a nickname for your own use and has no effect on which Envoy account you’ll connect with Zapier.

Name your Envoy account

Next, you’ll see a popup asking you to login to your Envoy web dashboard. If you’re already logged into your Envoy web dashboard, we’ll skip this step.

Log in to you Envoy account

For the last step, Envoy will ask you to confirm that you authorize Zapier to access your Envoy account. Click “Authorize” here.

Authorize Zapier

Hooray! Now, Zapier should double check that your Envoy account is working. If so, continue creating your Zap.

Envoy account is working

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Common Problems with Envoy

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

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Need More Help? - Our support team is happy to help -- send us a message

Envoy is a fully customizable iPad app that replaces your visitor sign-in book. We provide seamless visitor management, from pre-registration and host notifications, to NDA signing and secure cloud-based data storage.

Getting Started with Zapier

Need more help? Try the Zapier Help Center