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Learn how to integrate OnSolve with Envoy.

Updated over a week ago

OnSolve provides critical event management solutions that empower companies to respond faster to emergencies and disruptive events.

How does this app work?

Make sure everyone who’s on-site leaves safely in an emergency by connecting your OnSolve account to Envoy. Envoy sends the names and contact information of your signed-in visitors to OnSolve. In the event of an emergency, you can use OnSolve to mass message any visitors who are on site.

For this app to work, you must collect email addresses or mobile phone numbers at sign-in. Learn more about configuring sign-in fields.

Note: Prior to installing the app in Envoy, please configure labels for text/email/phone alerts, as well as any custom fields you may utilize in OnSolve. It will be critical to reference these fields in the app configuration.

Enabling Envoy + OnSolve

Pre-configure in OnSolve

  1. Go to your OnSolve label settings. This can be found in Home > Account Settings > Account Defaults > Labels.

  2. Create labels for text/email/voice alerts, as well as any custom fields you may want to use.

  3. Optional: Create groups (Home > Manage Groups > Create New) that will dynamically populate with Contacts based on specific fields (such as address, city, name, etc.) Please see example Dynamic Group below:

Enable the app in Envoy 

  1. Under Communication, find OnSolve and click "Install".

1: Authentication

Enter your OnSolve username and password, then click "Next step". Please ensure that this user has sufficient permissions to make API requests.

2: Contact Methods

In this step, you will select which methods SendWordNow will use to contact each of your visitor types.

  1. Select the Visitor Types that will be automatically added as Contacts in OnSolve.

  2. Select the Contact Methods that should be synced from Envoy to OnSolve for each Visitor Type.

  3. Click "Next Step" when you are finished configuring the "Contact Methods" step.

The "Phone Number" field in Envoy will be loaded into OnSolve as the custom labels "Phone" and "Text". You can choose to sync the Envoy "Phone Number" field as a text message field, a phone call field, or both. The visitor "Email" field in Envoy populates the custom label designated for email within Send Word Now.

Text messages will not be successfully sent to visitors who do not provide a mobile phone number in the "Phone Number" field.

3: Configure

  1. Add Location Name (Optional) - This field will sync the Location Name from Envoy. If the Location is left blank it will not be populated. If you list a pre-existing custom label for these fields, please note this field is case-sensitive. 

  2. Add Visitor Type (Optional) - This field will sync the Visitor Type from Envoy. If the field is left blank it will not be populated within OnSolve. If you list a pre-existing custom label for these fields, please note this field is case-sensitive.

  3. Add Email, Text Message, and Voice Number Custom Label Fields - This is how the Email Address and Phone Numbers will be listed for the Contacts within OnSolve. If the field is left blank it will be populated with the defaults listed (as long as an email/phone number exists to sync). If you list a pre-existing custom label for these fields, please note this field is case-sensitive. If you list a value that does not currently exist as a custom label, that label will be created.

  4. Click "Complete Setup".

The address of your Envoy location will automatically sync to OnSolve. This is the address field you populate in Location Settings. Find this address within the Contact details in OnSolve under Primary Location. Complete the field in Step 1 above (Location Name) if you'd also like to sync the Location Name to OnSolve.

Envoy Workplace + OnSolve app

If your company has Envoy Workplace enabled they can edit their existing app, click on Step 2 and click the checkbox to enable the "Envoy Workplace" option. After they do that they go ahead and re-save the app.

DISCLAIMER: OnSolve does not have a way via their API to lookup users by email, therefore when enabling Workplace, duplicate employee records will be created. The Employee will get "Envoy Flow Type" custom field automatically set with the value "Employee."

How does it work?

  1. The employee has answered the preconfigured questions by the Envoy admins.

  2. They pass screening based on the set of rules.

    1. (i.e. Have you been in contact with someone feeling ill over the past 14 days?)

  3. The employee will be approved to work onsite

  4. When the employee goes to the office, the employee will need to "check-in" in order for their profile to be created in OnSolve and then their “Envoy Flow Type” field will automatically be updated to “Employee”

  5. You can use OnSolve's dynamic groups to map on the custom field with the "Employee" value.

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