Please note: Enabling the integration of a workflow with Sine Pro may prevent visitors from accessing your site. We recommend providing sufficient time for existing affected visitor types (such as contractors) to complete relevant workflows (and for these to be approved) prior to activating the Integration.
Once you've set up your workflow (help on that here), toggle to the Sine Dashboard via the Sine Activity link found in the left menu bar.
Locate the 'Sites' link from the left menu bar
Select the site you'd like to link your workflow to and click on settings
Locate the 'Integrations' menu option
Under 'Current Integrations', locate the name of the workflow you wish to integrate and click on the cog
Note: If your workflow doesn't appear in this list, return to the Workflow setup and ensure you've selected the desired site(s) for the workflow to apply. Help here
On the Integration settings page, create a custom Rejection Message. This will be seen by visitors who have not completed a required workflow when attempting to access site.
Select visitor type(s) for this workflow to apply to:
Specify when a valid workflow is required:
Check-in Request: During check-in, Sine will check for a valid (approved) workflow matching the mobile and/or email address entered by the visitor/contractor. If no approved Workflow exists, they will be rejected from checking in to site and sent a link via sms and/or email to complete the workflow.
Check-in Success: After successful check-in, Sine will send a link to complete the workflow to the visitor/contractor via email. This does not prevent check-in or check-out.
Check-out Success: After successful check-out, Sine will send a link to complete the workflow to the visitor/contractor via email. This does not prevent check-in or check-out.
Once you've customised the integration to your desired settings, toggle to Enable the workflow.
For further assistance with workflow integrations, click on the chat icon in the bottom right of this screen for live chat. Our team will be happy to help.