Plumsail Documents + Envoy for Visitors Integrations
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Process NameRequired
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Visitor Invited
Triggers when a visitor invite is created in Envoy.
Try ItVisitor Sign Out
Triggers when a visitor signs out of Envoy.
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Process NameRequired
Visitor Sign-In
Triggers when a visitor signs into Envoy.
Try ItGuest NameRequired
This is the full name of the guest in one field. For example, If the first name is "John" and the second name is "Smith", the value for this field would be "John Smith"
Guest E-MailRequired
Enter the e-mail for your pre-registered guest.
Guest Phone Number
Expected Arrival TimeRequired
This is the expected arrival time for the invite. The value must be formatted as DateTime.
Private NotesRequired
Private notes can be used to store and share information about the visitor. Only Envoy users with access to view the visitor (e.g., Location Admin) will be able to see the text store here.
Location IDRequired
Select the location for this pre-registration to be assigned to.
Visitor TypeRequired
Select the visitor type you would like to use when generating pre-registrations by Zapier.
How to connect Plumsail Documents + Envoy for Visitors
- Step 1: Authenticate Plumsail Documents and Envoy for Visitors.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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