Envoy for Visitors + Microsoft Excel

Create pre-registrations in Envoy for Visitors from new rows in Microsoft Excel

Streamline your visitor management process with this handy workflow. Whenever a new row is added in your Microsoft Excel, it will instantly create a pre-registration in the Envoy for Visitors app. A perfect solution for simplifying your guest check-in process, it saves you time and assures an efficient, seamless visitor experience.

When this happens...
New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
TriggerScheduled
automatically do this!
Create Pre-Registration
Create a new pre-registration in your Envoy account.
ActionWrite

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Supported triggers and actions

- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Trigger
Scheduled
Try It
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write

- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
Visitor Invited
Triggers when a visitor invite is created in Envoy.
Trigger
Scheduled
Try It

Visitor Sign Out
Triggers when a visitor signs out of Envoy.
Trigger
Scheduled
Try It

- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Trigger
Scheduled
Try It
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Scheduled
Try It
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write
Visitor Sign-In
Triggers when a visitor signs into Envoy.
Trigger
Scheduled
Try It
- Guest NameRequired
- Guest E-MailRequired
- Guest Phone Number
- Expected Arrival TimeRequired
- Private NotesRequired
- LocationRequired
- Flow ID
Action
Write

About Envoy for Visitors

Envoy for Visitors is a fully customizable iPad app that replaces your visitor sign-in book. We provide seamless visitor management, from pre-registration and host notifications, to NDA signing and secure cloud-based data storage.

Learn more

Related categories

Event Management

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

Learn more