Envoy Integrations

  • Log new Envoy visitor entries to a Google Sheets spreadsheet

    Rather than exporting visitor data by day or date range from your Envoy web dashboard, use Zapier to automatically add this information to a Google Sheets spreadsheet. After setting up this Envoy-Google Sheets interaction, each visitor’s data will automatically be logged as a new row on the spreadsheet.

    Note: This Zapier integration does not log prior visitor history, only new entries after you’ve set up the integration.

    How It Works

    1. A visitor signs in 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 sign-in field
  • Get Slack channel notifications for new visitors

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

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

    How It Works

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

    What You Need

    • Envoy account
    • Slack account
  • File new Envoy signed agreements into a Google Drive folder

    With Envoy, you'll be sure that every visitor to your office signs the required NDA or waiver. If you use Google Drive to keep your office's documentation neat and tidy, this zap makes it easy to retrieve signed agreements when you need them. This Envoy-Google Drive interaction sends a PDF of every signed agreement directly you a specified Google Drive 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 Google Drive

    What You Need

    • Envoy account with signed agreements enabled
    • Google Drive account
  • Add new Envoy visitors to MailChimp email list

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

    What You Need

    • Envoy account with signed agreements enabled
    • MailChimp account
  • Add HubSpot contacts from Envoy visitors

    Looking to capture every last contact on HubSpot, and keep up with any changes? This Zap can watch Envoy for you once it's active so you don't have to worry about those users again—every new visitor that signs in on Envoy will trigger this automation, updating the matching contact on HubSpot with any changed information or creating a new one if no match is available.

    How It Works

    1. A new visitor signs in on Envoy
    2. Zapier automatically creates or updates a contact on HubSpot

    What You Need

    • Envoy account
    • HubSpot account
  • Create Google Calendar events for Envoy pre-registrations

    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
  • Add new Envoy visitors to Campaign Monitor email list

    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
  • Save new Envoy visitors as Constant Contact contacts

    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
  • Log new Envoy pre-registrations to Google Sheets

    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
  • File new Envoy signed agreements into a Dropbox folder

    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
  • Send Envoy visitors a SurveyMethods survey

    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
  • Get HipChat room notifications for new visitors

    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
  • File new Envoy signed agreements into a OneDrive folder

    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
  • Add new Envoy visitors as Interseller contacts

    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
  • Add new Envoy visitors to a SendPulse email list

    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
  • Send Callexa Feedback survey's after visitors have signed out with Envoy

    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

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Envoy Integration Details

Launched on Zapier June 24, 2015

Zapier combines Triggers (like "Visitor Signed In") and Actions (like "Create Pre-registration") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Envoy Triggers, Searches, and Actions are supported by Zapier:

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.

Create Pre-registration

Create a new pre-registration in your Envoy account.

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Become a Zapier Integration Partner

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.