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Zapier - Envoy for Desks
Zapier - Envoy for Desks

Create custom integrations between Envoy Desks and thousands of other apps.

Updated over a week ago

Zapier is a service that helps users connect services to get more out of their data. Zapier's subscription services provide flexibility to automate processes, this can include the automation of tasks that are currently manual and is called a "Zap."

First time creating a zap? Check out this video tutorial to learn how to create your own integrations using zapier.

In order to use this zap, you will need:

How does this integration work?

With the new Envoy For Desks 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 desk entries to a spreadsheet to view which desks are assigned to which employees

  • Envoy ⇢ Email: automate email notifications to your employees to remind them to check-in to their desk at a custom time

Getting started

To get started with Envoy for Desks on Zapier, you will need to click to connect your Envoy account to use with your Zap.

You’ll now be asked to log into your Envoy account (unless you are already logged in).

Finally, you will be asked to give Zapier permission to access your account. Click “Authorize” to continue.

If all steps were successful your Envoy account will now be successfully connected.

Creating a Zap trigger

  1. Go to Envoy for Desks on Zapier.

    1. If you're not already signed into Zapier, go ahead and sign in.

  2. Click the "Make a Zap" button.

    1. Search for "Envoy for Desks"

  3. Select your Envoy "Trigger" and click "Continue"

  4. Select "test trigger" to test your trigger

Creating a zap action

  1. Click the + sign on your existing zapier

  2. Search for Envoy for Desks on Zapier.

  3. Select Envoy for desks

  4. Select your Envoy "action event" and click "Continue"

  5. Complete any required fields

  6. Select "test " to test your action

You can continue adding more actions to your Zap until you've completed your desired workflow. Once your Zap is complete toggle the on button to enable your Zap!

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