essensys Operate + Greetly

essensys Operate + Greetly integrations

Create a lead in essensys Operate when someone checks into Greetly for an event

Looking to grow the community and membership for your coworking space? Did you know that Greetly can also act as an event check-in app? Using this integration, when someone checks into an event using Greetly you can automatically create a lead in essensys Operate.

When this happens...
New Check InTriggers when there is a new check in.
TriggerInstant
automatically do this!
Create LeadCreates a new lead.
ActionWrite

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More things you can do with Greetly and essensys Operate

Discover other triggers and actions you can use with Greetly and essensys Operate

New Check In
Triggers when there is a new check in.
Trigger
Instant
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- Host
- Email
  Required
- First Name
- Last Name
- Custom Visitor Info
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Company
- Phone for Text Notifications
- Phone for Voice Notifications
- IM Handle
- Notification by SMS
- Notification by Voice
- Notification by Email
- Notification by IM
Action
Write
- Email
  Required
- First Name
- Last Name
- Company
- Primary Phone
- Secondary Phone
- IM Handle
Action
Write
Updated Account
Triggers when an account is updated.
Trigger
Instant
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Deleted Calendar Event
Triggers when a Calendar Event is deleted.
Trigger
Instant
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Delete Charge Sheet
Triggers when a new charge sheet is deleted.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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Updated Lead
Triggers when new lead is updated.
Trigger
Instant
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New Opportunity
Triggers when new opportunity is created.
Trigger
Instant
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- Account Name
  Required
- Account Type
  Required
- End Date
- Start Date
  Required
- web Channel
- Primary Source
- Secondary Source
- Client Type
  Required
- Broker
- Broker Contact
- User
- Payment Type
- Rental Payment Type
- Standard Payment Term
- Rental Payment Term
- Meeting Package
- Location
- Lead Source
- Industry
- Group Account
- Campaign
- Agent Type
- Addressline1
- Addressline2
- Addressline3
- Country
- County
- Email
- Postcode
- Mobile No
- Sic Code
- City
- Website
- VAT No
- Phone No
- Charge VAT
- Email Invoice
- Include BFWD
- Show Call Details
- Include Itemised Bill
- Include Statement
- LeadDADI Agent
- On Account
- Online Bill
- Print Invoice
- Account Alias
- Accounts Code
- Bank Account Name
- Bank Account Number
- Bank Code
- Bill Day
- Agent Email
- Agent Reference
- Call Logger Code
- Company No
- Contact
- Copier Code
- Credit Limit
- DD Reference
- Ddi
- Department Number
- Door Number
- Fax Number
- First Name
- Forward Address Country
- Forward Address County
- Forward Address Fax
- Forward Address First Name
- Forward Address Last Name
- Forward Address Line 1
- Forward Address Line 2
- Forward Address Line 3
- Forward Address Post Code
- Forward Address Telephone
- Forward Address Town
- Free Text
- Invoice BCC Address
- Invoice Cc Address
- Invoice Email Address
- Last Name
- Bank Name
- Shopper Reference
- Override Discount (%)
- Payment Token
- Registered Address Country
- Registered Address County
- Registered Address Line 1
- Registered Address Line 2
- Registered Address Line 3
- Registered Address Post Code
- Registered Telephone
- Registered Address Town
- Registered Fax
Action
Write
- First Name
  Required
- Last Name
  Required
- Mobile Phone
  Required
- Owner
- Account
- Optout
- Date of Birth
- Would Most Like
- Community Status
- Portal Access Level
- Community Profile Active
- News Letter
- Company Profile Active
- Receive Shout Out Emails
- Receive Status Update Emails
- Assistants Name
- Car Reg No
- Company Logo
- Department
- Dis Likes Tags
- Expertise Tags
- Ext
- Facebook Account
- Fax No
- Flickr Account
- Private Phone No
- Contact Image
- Important Note
- Instagram Account
- Interesting Facts
- Job Function
- Likes Tags
- Linkedin Account
- Managers Name
- Pinterest Account
- Salutation
- Social Tags
- Phone No
- Twitter Account
- Social Websites
- What Do I Do
- What I Care About
- Contact Type
- Email
- Title
- Lead Name
Action
Write
- Name
  Required
- HubSpot Deal ID
- Lead Source
  Required
- Close Date
  Required
- Location
  Required
- Account
  Required
- Contact Name
  Required
- Stage
  Required
- Salesperson
- Client Type
- Broker
- Broker Contact
- Overturned Broker
- Overturned Broker Contact
- User
- Region
- Lost Reason
- Opportunity Type
- Lead Type
- Campaign
- Contract Type
- Agreement Signed
- Broker Updated
- Forecast
- LeadDADI Lead
- Tour Arranged
- Viewed
- Web to Lead
- Won
- Won Notification Sent
- Check in Date
- Lost Date
- Dead Date
- End Date
- Enquiry Date
- Start Date
- Amount
- Agent Fee
- Agent Email
- Agent Reference
- Broker Status
- Budget
- Term Months
- Expansion Value
- Favorite Food
- Location Required
- Other Needs
- Overturned Agent Email
- Overturned Agent Reference
- Parking Spaces
- Rate
- Size
- Term Days
- Test Opp Wf
- Timing
- Workstations
Action
Write
- Status
  Required
- Priority
  Required
- Subject
  Required
- Account Name
  Required
- Location
  Required
- Contact
  Required
- Start Date/Time
  Required
- Type
  Required
- Assigned To
- Record Type
- Opportunity Name
- Lead Name
- Comments
- Created By
- Creation Date
- Due Date/Time
- Email Address
- End Date
- End Date Time
- End Time
- Is Lead
- Mobile/Cell
- Related To
- Reminder
- Reminder Minutes
- Send Confirmation
- Send to Outlook
- Start Date
- Start Time
- Uid
- Update Date
- Updated By
Action
Write
- Id
  Required
- Name
- Lead Source
- Close Date
- Location
- Account
- Contact Name
- Stage
- Salesperson
- Client Type
- Broker
- Broker Contact
- Overturned Broker
- Overturned Broker Contact
- User
- Region
- Lost Reason
- Opportunity Type
- Lead Type
- Campaign
- Contract Type
- Agreement Signed
- Broker Updated
- Forecast
- LeadDADI Lead
- Tour Arranged
- Viewed
- Web to Lead
- Won
- Won Notification Sent
- Check in Date
- Lost Date
- Dead Date
- End Date
- Enquiry Date
- Start Date
- Amount
- Agent Fee
- Agent Email
- Agent Reference
- Broker Status
- Budget
- Term Months
- Expansion Value
- Favorite Food
- Location Required
- Other Needs
- Overturned Agent Email
- Overturned Agent Reference
- Parking Spaces
- Rate
- Size
- Term Days
- Test Opp Wf
- Timing
- Workstations
Action
Write
- Email
- Opportunity ID
Action
Search

New User
Triggers when a new user is created.
Trigger
Instant
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- Date of Visit
  Required
- Start Time
  Required
- End Time
  Required
- Host
  Required
- Email
  Required
- First Name
- Last Name
Action
Write
- Email
  Required
Action
Write
New Account
Triggers when a new account is created.
Trigger
Instant
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New Calendar Event
Triggers when a new calendar event is created.
Trigger
Instant
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New Charge Sheet
Triggers when a new charge sheet is created.
Trigger
Instant
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Update Charge Sheet
Triggers when a new charge sheet is updated.
Trigger
Instant
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Deleted Contact
Triggers when a contact is deleted.
Trigger
Instant
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New Lead
Triggers when new lead is created.
Trigger
Instant
Try It
New Licence
Triggers when a new licence is created.
Trigger
Instant
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New Product
Triggers when a new product is created.
Trigger
Instant
Try It
- Tax
  Required
- Product
  Required
- Account Name
  Required
- Date From
  Required
- Quantity
  Required
- Date To
  Required
- Unit Price
  Required
- Reference Text
Action
Write
- Lead Name
  Required
- web Channel
- Primary Source
- Secondary Source (New)
- Secondary Source
- Lead Channel
- Email
  Required
- Location
- Broker
- Broker Contact
- User
- Region
- Lead Type
- Lead Source
- Industry
- Dead Reason
- Client Type
- Broker Updated
- Check to Receive Marketing Up
- Lead Converted
- Multi Day Booking
- LeadDADI Lead
- Tour Arranged
- Tour Reminder Sent
- Tour Requested
- Web to Lead
- Lead Converted Date
- Dead Date
- Enquiry Date
- Event End Date
- Event Start Date
- Second Event End Date
- Second Event Start Date
- Agent Email
- Agent Reference
- Lead Status
- Budget
- County
- Event Name
- Fax No
- Floor
- I Am Interested In
- Lead Status Id
- Location Required
- Mobile No
- No of Attendees
- Number of People
- 2 of Your Favourite Pastimes
- Postcode
- Quality of Space
- Registered Address Country
- Registered Address County
- Registered Address Line 1
- Registered Address Line 2
- Registered Address Line 3
- Registered Address Postcode
- Registered Address Town
- Size
- Space Type
- Phone No
- Term
- Test Lead WF
- Time Line
- Timing
- Town
- Website
- Win Chance
- Comments
- Start Date
- Last Name
- First Name
- Country
- Address Line 1
- Address Line 2
- Campaign
- Address Line 3
Action
Write
- Location
  Required
- Tax
  Required
- Product Group
  Required
- Product Name
  Required
- Unit Price
  Required
- Available At
  Required
- Start Date
  Required
- Cost Type
  Required
- Location Name
- Catering
- Created By
- Actual Workstations
- Creation Date
- Currency Occupier
- Current Price
- Facility
- Markup Type
- Office and Occupier
- Product Group Name
- Show in Calendar
- Tax Rate
- Update Date
- Updated By
- Frequency
- Retainer Tax
- Retainer Product
- Record Type
- Office Type
- Office Status
- Meeting Room Type
- Allow Zero Invoice
- Mandatory Square Foot Calculated
- Allow Zero Price on Invoices
- Can Book on Website
- Mandatory to Virtual Clients
- Clearance Time
- Cost Centre
- Department Number
- Description
- Desk
- Discontinued
- Hide From Invoices
- End Date
- Extract Cost From Call Logger
- Floor
- Revacc No
- Discrevacc No
- Defacc No
- Gove Code
- Hide From Point of Sale
- Dedube Imported Products
- Include Reservation Discounts
- Included in Commissions
- Item ID
- Published
- Mandatory Charge
- Markup
- Meeting Room
- Metered Charge
- Minimum Price
- Number of People
- Notes
- Time Based Plan Hours
- Office
- Office Size
- Online Alias
- Mandatory Charge Percent of All
- Mandatory Percent of Rent
- Ports
- Pricing Day Ext
- Pricing Day Highest Qualifier
- Pricing Day Int
- Pricing Day Lowest Qualifier
- Pricing Day Mins
- Pricing Half Day Ext
- Pricing Half Day Highest Qual
- Pricing Half Day Int
- Pricing Half Day Lowest Qual
- Pricing Half Day Mins
- Pricing Hourly Ext
- Pricing Hourly Highest Qualifier
- Pricing Hourly Int
- Pricing Hourly Lowest Qual
- Pricing Hourly Mins
- Can Be Bundled
- Product Cannot Be Discounted
- Product Cost
- Quality of Space
- Service
- Reference Text
- Retainer
- Service Charge Item
- SMS Item
- Time Based Plan
- Can Edit Mandatory Charge
- Virtual Service
- Withholding Tax
- Workstations
- Complimentary Items
- Mandatory Charge Type
- Related Space
- Styles
Action
Write
- Id
  Required
- Optout
- First Name
- Last Name
- Mobile Phone
- Owner
- Account
- Date of Birth
- Would Most Like
- Community Status
- Portal Access Level
- Community Profile Active
- News Letter
- Company Profile Active
- Receive Shout Out Emails
- Receive Status Update Emails
- Assistants Name
- Car Reg No
- Company Logo
- Department
- Dis Likes Tags
- Expertise Tags
- Ext
- Facebook Account
- Fax No
- Flickr Account
- Private Phone No
- Contact Image
- Important Note
- Instagram Account
- Interesting Facts
- Job Function
- Likes Tags
- Linkedin Account
- Managers Name
- Pinterest Account
- Salutation
- Social Tags
- Phone No
- Twitter Account
- Social Websites
- What Do I Do
- What I Care About
- Contact Type
- Email
- Title
- Lead Name
Action
Write
- Email
Action
Search

About essensys Operate

essensys Operate is a workspace management platform that helps space-as-a-service operators run their workspace from lead to cash and everything in between.

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About Greetly

Greetly is a digital receptionist app that greets visitors to your workplace.