Zapier is a third party app that moves information between web apps. Our Zapier integration allows you to transfer data from and to your Envoke account.
You need your own Zapier account. The Envoke login credentials are only to access your Envoke account.
Connecting Zapier to Envoke
When connecting in Zapier you will be prompted to login to Envoke and grant Zapier access to your account. Once this is done the connection is complete.
NOTE: if your account has multiple subaccounts, you should login to the subaccount you wish to connect with Zapier beforehand (otherwise it will connect to your default login account).
Triggers in Envoke
Triggers are events that initiate a Zapier integration, called a Zap. Envoke supports the following triggers:
Actions in Envoke
Actions are events that happen inside Envoke as the result of a Zap. This is used to insert or update data in Envoke based on triggers in another system.
Envoke supports the following actions:
Create new contact
Update existing contact