How to Get Started with Envoy for Desks on Zapier

About Envoy for Desks's Integration

What kind of authentication does Envoy for Desks use?

Envoy for Desks uses Oauth.

Do I need a paid Envoy for Desks account to use Envoy for Desks with Zapier?

No, you don't need a specific Envoy for Desks plan to use Envoy for Desks with Zapier.

Do I need special account permissions in Envoy for Desks to use Envoy for Desks with Zapier?

You need to have either an Envoy for Desks global admin role or location admin role to connect Envoy for Desks to Zapier.

Are there any API token limits in Envoy for Desks when I use Envoy for Desks with Zapier?

No, there are no token limits when using Envoy for Desks with Zapier.

Are there any webhook subscription limits in Envoy for Desks when I use Envoy for Desks with Zapier?

No, Envoy for Desks doesn't have any webhook subscription limits when you use Envoy for Desks with Zapier.

Are custom fields in Envoy for Desks supported when I use Envoy for Desks with Zapier?

No, Envoy for Desks does not support custom fields.

Does Envoy for Desks use real trigger samples from my Envoy for Desks account?

Yes, Envoy for Desks provides real trigger samples from your Envoy for Desks account.

What kind of Envoy for Desks hosted account can I use with Zapier?

Envoy for Desks's Zapier integration supports cloud-hosted accounts only.

Connecting with Envoy for Desks

When you create a Envoy for Desks Zap, you'll be asked to log in to your Envoy for Desks account (unless you are already logged in).

Login to Envoy for Desks

Finally, you will be asked to give Zapier permission to access your account. Click "Authorize” to continue.

Login to APP

If all steps were successful, your Envoy for Desks account will be connected.

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