Overview
Zapier is a service that helps users connect services to get more out of their data. Zapier's subscription services provides flexibility to automate processes, this can include the automation of tasks which are currently manual and is called a "Zap."
The power of Zapier's automation and interconnectivity depends on integrations (like Envoy!). Each integration on Zapier has "Actions" and "Triggers". An action is performed by the integration, and triggers will initialize the integration. These two mechanisms allow different services to interconnect through Zapier.
How does this integration work?
With the new Envoy For Visitors integration option on Zapier, you can now connect your data in an improved way.
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 registrations
Envoy ⇢ Campaign Monitor/Constant Contact: add new Envoy visitors to an email list
Create your own
Fancy integrations aren't just for Envoy engineers, Zapier makes it convenient to create your own Zaps, too! Choose one of our triggers, and any action from one of their hundred of apps.
Learn more about how to create your own Zaps here.
Creating a Zap with Envoy for Visitors
Go to Envoy for Visitors on Zapier.
If you're not already signed into Zapier, go ahead and sign-in.
Click the "Make a Zap" button.
Search for "Envoy for Visitors"
Select your Envoy "Trigger" and click "Continue", this includes:
Visitor Sign-In
Visitor Sign-Out
Visitor Invited
If you have not already connected your Envoy account to Zapier, go ahead and add it now. Otherwise, proceed to the next step.
Zapier will ask for several permissions in Envoy, this includes:
Read Visitor Flows (Required to assign Visitor Types)
Read Locations (Required to create invites)
Read and Write Invites (Required to find new invites as well as create new invites)
Read Visitor Entries (Required to find new visitors entries)
Refresh Access (Required to maintain persistent access to Envoy)
At this point, you can select what you want to Envoy Visitor information to flow into. The example below demonstrates Google Sheets being created for Envoy Visitor sign-in.
Creating Invites in Envoy for Visitors with Zapier
If you would prefer to have data flow into Envoy, you must begin at step 2 of the instructions above and select your preferred trigger other than Envoy. Setup will proceed based on the requirements of your selection.
The example below is using a Google Sheets row to trigger the action "Create Invite" in Envoy for Visitors on Zapier.
Ensure both the Visitor Fields "Location ID" and "Visitor Type" are defined in order to proceed. These will represent the default values for invites created by this Zap.