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:
An active Workplace subscription
Global admin access in Envoy
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
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
Go to Envoy for Desks 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 Desks"
Select your Envoy "Trigger" and click "Continue"
Select "test trigger" to test your trigger
Creating a zap action
Click the + sign on your existing zapier
Search for Envoy for Desks on Zapier.
Select Envoy for desks
Select your Envoy "action event" and click "Continue"
Complete any required fields
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!