Sync your Greetly visitor management system with essensys Operate through Zapier
Greetly's mission is to Save Your ADMINutes. One way we do this is with our exclusive essensys Operate integration which allows you to sync your member list with your visitor management system.
Before getting started
Are you familiar with Zapier? Here's their Getting Started Guide.
Make sure you connect your essensys Operate account in Zapier. You can find full instructions here.
If you are starting fresh with essensys (i.e., no clients), jump right to our suggested Zaps below. If you already have clients in essensys, we suggest that you upload your current directory to Greetly to set a baseline.
Zap: essensys New Contact to Greetly New User
The purpose of this Zap is to take a new contact in essensys Operate that has an active license and automatically add them to your Greetly host user directory.
There are three parts to this Zap:
- Trigger
- Filter
- Action
Trigger: essensys New Contact
Filter
The filter is important, as it only allows the data from contacts that meet specific criteria. This is important for:
- Contacts that have an active license
- Location name, for those workspaces that have multiple locations
Depending on your setup, use the correct filter(s) to determine which new contact is created in the Greetly directory.
Action: Greetly New User
Choose New User in Greetly, then map the data fields in the template.
Turn on the Zap, and test it out. You are well on your way to Automation Nirvana!