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Envoy for Visitors + Interact

Create pre-registrations in Envoy for Visitors from new leads in Interact

Effortlessly streamline your visitor management process by connecting Interact and Envoy for Visitors. With this workflow, whenever a new lead is captured in Interact, a pre-registration will be created in Envoy for Visitors, ensuring your guests are registered and ready for their visit. Save time and improve your reception experience with this efficient automation.

Effortlessly streamline your visitor management process by connecting Interact and Envoy for Visitors. With this workflow, whenever a new lead is captured in Interact, a pre-registration will be created in Envoy for Visitors, ensuring your guests are registered and ready for their visit. Save time and improve your reception experience with this efficient automation.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    TriggerInstant
  2. automatically do this!
    Envoy for VisitorsEnvoy for Visitors
    Create Pre-Registration

    Create a new pre-registration in your Envoy account.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • QuizRequired

    Trigger
    Instant
    Try It
  • Envoy for Visitors triggers, actions, and search

    Visitor Sign-In

    Triggers when a visitor signs into Envoy.

    Trigger
    Scheduled
    Try It

    • Guest NameRequired

    • Guest E-MailRequired

    • Guest Phone Number

    • Expected Arrival TimeRequired

    • Private NotesRequired

    • Location IDRequired

    • Visitor TypeRequired

    Action
    Write
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envoy logo

About Envoy for Visitors

Envoy for Visitors 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.
Learn more

Related categories

  • Event Management
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About Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.
Learn moreHelp

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