Tip of the Week: Envoy + Zapier integration

Margot Leong
The Envoy Blog
Published in
2 min readNov 20, 2016

Our Tip Tuesday segment highlights some of the product features within Envoy that our customers have found very helpful. Enjoy!

At Envoy, we do our best to integrate with visitor management system with other software that will help make your life easier, including Google Apps, Slack and Dropbox. Today, we’re shining a spotlight on our integration with Zapier.

What is Zapier?

Zapier (rhymes with happier) is a service that helps companies connect apps to get more out of their data. It gives you tons of flexibility to automate processes you may done manually in the past.

Zapier works on a system of “triggers” and “actions.” A Zap combines a trigger with an action, and whenever the trigger event occurs, Zapier automatically completes the action for you!

What can you do with Envoy + Zapier?

Our Zapier integration allows you to integrate with hundreds of apps. And best of all, it’s automated.

Some of our favorite, pre-programmed examples:

  • Envoy > Google Sheets: log Envoy visitor entries to a spreadsheet
  • Envoy > Google Calendar: create Google Calendar events for all Envoy pre-registrations
  • Envoy > Google Drive/OneDrive: file new Envoy signed agreements into a specified folder
  • Envoy > Campaign Monitor/Constant Contact: add new Envoy visitors to an email list

How to create your own

Zapier makes it super simple to create your own Zaps, too. Choose one of our triggers, and any action from one of their hundred apps. From messaging, CRM lead collection, and email providers to scheduling and data collection — Zapier makes it easier to do more with your Envoy data.

Learn more about how to create your own Zaps here.

Get started with our Zapier integration

Interested in setting up your own Zapier integration or using some of our pre-programmed examples? Our comprehensive help center article will walk through all the steps.

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