Integrate Envoy for Visitors with Formatter by Zapier to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Envoy for Visitors with Formatter by Zapier - no code necessary. See how you can get setup in minutes.

Select a trigger from Envoy for Visitors

A trigger is an event that starts your Zap and runs the workflow. For example, with Envoy for Visitors, a trigger could be "Visitor Invited."

A trigger is the event that kicks off your automated workflow.

Setup an action from Formatter by Zapier

An action is what takes place after the automation is triggered. For example, with Formatter by Zapier, the action could be "Date / Time."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Envoy for Visitors to Formatter by Zapier

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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Make work flow with AI

Level up your Envoy for Visitors to Formatter by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Envoy for Visitors and Formatter by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Envoy for Visitors and Formatter by Zapier to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

Visitor Sign-In
Triggers when a visitor signs into Envoy.
Trigger
Scheduled
Try It
- Guest Name
  Required
- Guest E-Mail
  Required
- Guest Phone Number
- Expected Arrival Time
  Required
- Private Notes
  Required
- Location
  Required
- Flow ID
Action
Write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

Learn how to automate Envoy for Visitors on the Zapier blog

Learn how to automate Formatter by Zapier on the Zapier blog

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 Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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