Envoy Integrations

Instead of manually creating Google Calendar events for each Envoy pre-registration, use Zapier to automatically add events to your team calendar, host calendar, and visitor calendar (optional).

Note: If an email is not provided for a visitor, they will not receive a calendar invitation.

How It Works

1. A visitor is pre-registered with Envoy
2. Zapier creates a new Google Calendar event

What You Need

• Envoy account with pre-registration enabled
• Google Calendar account

Looking to add everyone who visits your office to your email list or newsletter? This Envoy-Campaign Monitor interaction makes it easy. Every time a visitor signs in with Envoy, Zapier will automatically add their email address to a specified Campaign Monitor list.

Note: This automation requires visitors to provide their email address.

How It Works

1. A visitor signs in with Envoy
2. Zapier adds their email address to a Campaign Monitor email list

What You Need

• Envoy account with signed agreements enabled
• Campaign Monitor account
• Specified email list

If you use Constant Contact to stay in touch or send email newsletters, why not add everyone that visits your office? Zapier makes it super simple. With this Zap, every visitor that signs in with Envoy will automatically be added as a contact in your Constant Contact account.

Note: This automation requires visitors to provide their email address.

How It Works

1. A visitor signs in with Envoy
2. Zapier adds their email address to a Constant Contact email list

What You Need

• Envoy account with signed agreements enabled
• Constant Contact account

Envoy pre-registration streamlines visitor sign-in, and gives your team a heads up on who's going to be visiting. You can currently only view existing pre-registrations on the Envoy web dashboard, so this Zap is super helpful to capture all of your Envoy pre-registration data in one spreadsheet. After setting up this Envoy-Google Sheets interaction, the data from each pre-registration will automatically be logged as a new row on the spreadsheet.

Note: This Zapier integration does not log prior pre-registration history. It only logs new pre-registrations after you’ve set up the integration.

How It Works

1. A visitor is pre-registered with Envoy
2. Zapier creates a new row in Google Sheets spreadsheet

What You Need

• Envoy account
• Google sheets account
• A Google Sheets spreadsheet set up with a column for each pre-registration field

Envoy makes it super simple to ensure that every new visitor to your office signs the NDA or waiver that's required. Zapier makes it's even easier to retrieve those signed agreements when you need them: this Envoy-Dropbox interaction sends a PDF of every signed agreement directly you a specified Dropbox folder.

Note: With Envoy, visitors are prompted to sign agreements upon their first Envoy sign-in at your office. They'll also be prompted to resign any new agreements if you change text or upload a new document. Please note that this integration only captures PDFs of agreements signed after this Zap was activated.

How It Works

1. A visitor signs in with Envoy (and signs an NDA or waiver)
   
2. Zapier saves a PDF of the signed agreement in Dropbox

What You Need

• Envoy account with signed agreements enabled
• Dropbox account

Looking for an easy way to follow up with everyone who visits your office? Zapier can automatically send a SurveyMethods survey to every visitor that signs in with Envoy. The easiest way to get the information you need from your visitors!

Note: This requires visitors to provide their email address.

How It Works

1. A visitor signs in with Envoy
2. Zapier sends the SurveyMethods survey

What You Need

• Envoy account
• SurveyMethods account

Rather than messaging the employee host directly via Envoy’s native HipChat integration, choose to share the visitor’s entry to a HipChat room.

Note: To share photo, visitor photos must be enabled.

How It Works

1. A visitor signs in with Envoy
2. Zapier sends the HipChat notification

What You Need

• Envoy account
• HipChat account

Envoy streamlines NDA or waiver signing, so you no longer have to push paper. But, if you use OneDrive, you may want to tuck those signed agreements away nicely in a folder. This Zap allows you to do just that: every time a visitor signs an agreement with Envoy, a PDF version of the signed agreement will be filed to the OneDrive folder you select.

Note: With Envoy, visitors are prompted to sign agreements upon their first Envoy sign-in at your office. They'll also be prompted to resign any new agreements if you change text or upload a new document. Please note that this integration only captures PDFs of agreements signed after this Zap was activated.

How It Works

1. A visitor signs in with Envoy (and signs an NDA or waiver)
   
2. Zapier saves a PDF of the signed agreement in OneDrive

What You Need

• Envoy account with signed agreements enabled
• OneDrive account

Looking to follow up with customers that sign into your site? Set up this Zapier integration and whenever someone signs in with Envoy, their contact information will be added in Interseller as a contact automatically.

How this Envoy-Interseller integration works

1. A new visitor signs with Envoy
2. Zapier takes the new visitor's information and adds it as an Interseller contact

Apps involved

• Envoy
• Interseller

Looking to add everyone who visits your office to your email list or newsletter? This Envoy-SendPulse integration makes it easy. Once set up, every time a visitor signs in with Envoy, Zapier will automatically add their email address to a specified SendPulse list.

Note: This integration requires visitors to provide their email address.

How this Envoy-SendPulse integration works

1. A visitor signs in with Envoy.
2. Zapier adds their email address to a SendPulse email list.

Apps involved

• Envoy
• SendPulse

Want to know more about your visitors satisfaction? Set up a survey using the well-tested Net Promoter Score at Callexa Feedback and gather valuable feedback from your visitors by emailing the survey right after they have signed out with Envoy.

How this Envoy-Callexa Feedback integration works

1. A visitor signed out using the Envoy App
2. A Callexa Feedback survey is sent to the visitors email address

Apps involved

• Envoy
• Callexa Feedback