How can I filter for specific completed tasks?

Set criteria like task type or priority, and only those tasks will trigger an alert.

Can I set alerts for specific types of tasks?

Yes, you can specify which task types in Salesforce should trigger an alert in Envoy.

Which people use this automation? What do they use it for?

Sales teams use this to ensure timely follow-ups on leads and maintain effective communication channels.

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Envoy + Salesforce

Notify Envoy When Salesforce Task is Completed

Follow up with leads by alerting your office when a Salesforce task is marked as completed, ensuring timely responses.

Task Completed

Triggers when a Salesforce task is marked as completed.

Send Office Alert

Sends an alert to your office in Envoy.

See more Envoy to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Alert Team in Envoy When Salesforce Fields Are Updated

Envoy + Salesforce

Generate Reports in Salesforce from Envoy Visitor Logs

Envoy + Salesforce

Create Tasks in Salesforce When Visitor Signs In Using Envoy

Envoy + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Notify Envoy when Salesforce task is completed"

Notify Envoy when Salesforce task is completed

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Envoy + Salesforce.

New Envoy Visitor

Triggers when a new visitor is registered in Envoy

Visitor Signed Out

Triggers when a visitor signs out in Envoy

New Delivery

Triggers when a new delivery is registered in Envoy

Delivery Picked Up

Triggers when a delivery is picked up in Envoy

New Invite

Triggers when a new invite is created in Envoy

Invite Updated

Triggers when an invite is updated in Envoy

Create Visitor

Creates a new visitor in Envoy

Update Visitor

Updates an existing visitor in Envoy

Delete Visitor

Deletes a visitor from Envoy

Read Visitor

Reads details of a visitor in Envoy

Search Visitors

Searches for visitors in Envoy based on a query

Create Delivery

Creates a new delivery in Envoy

App details

Envoy

Envoy is a visitor management system for modern workplaces. Streamline visitor sign-in, deliveries, and employee scheduling to create a seamless and secure workplace experience.