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Collaborative Actions Public API

  • Integrations

As we improve iAuditor and introduce new features, you may notice two versions of the same feature product while we transition to the new. Currently there are two versions of the Actions feature in iAuditor, and we differentiate them by names of “Legacy Actions” and “Collaborative Actions”. Some organizations may still be on legacy actions...

Updating your Zapier integrations to use new iAuditor reporting

  • Integrations
  • BI Tools
  • Cloud Storage
  • Workflows

SafetyCulture has recently released the API for the new PDF and Word report formats, this means your Zapier zaps can now be configured to generate inspection reports using the updated format available in the iAuditor Web and Mobile app. Follow the below instructions to change the Actions within your Zap to use the new Reporting...

Update SharePoint list items with inspection data using Power Automate

  • Integrations

Looking to keep copies of inspection data in SharePoint, or even update a project automatically? Try out this quick integration through Power Automate (previously Microsoft Flow) to automate your manual tasks, and reduce the probability something gets lost in the shuffle. This guide shows you how to automatically update SharePoint lists with Inspection data, using...

Power Automate Flow Expressions

  • Integrations
  • Workflows
  • Build Your Own

Power Automate (previously Microsoft Flow) has a rich set of actions, however to fully unlock its potential with iAuditor users sometime need to pull all item types out of the completed or incomplete inspection. Today, that’s possible with inline flow action. Power Automate leverages the same Workflow Definition Language used by Azure Logic apps. For...

Workflow templates with Microsoft Flow

  • Integrations
  • Workflows

Microsoft Flow offers many simple templates for automated workflows that everyone can use over and over again. These templates can be used as a wizard of sorts where you can fill in the blanks relevant to your Organisation and quickly setup an integration using iAuditor and Microsoft Flow. These templates don’t have to stop at the steps included, you can use...

Start an inspection with new SharePoint item

  • Integrations

SharePoint lists can be a powerful method of collectively storing data in a central location, and can cater for a range of different data types across a number of different use cases such as asset management, contact lists, issue tracking and many more. Using the iAuditor integration with Power Automate (previously MS Flow), you can...

Automatically export inspection data to Excel using Power Automate

  • Integrations

This article shows you how to automatically export inspection data from iAuditor to spreadsheets (columns/rows) or any Customer Relationship Management (CRM) system supported by the Power Automate connectors. This is a great way to populate data into an online database for supervisors or administrators, without users manually sending reports or exporting CSVs, which is prone...

Locate item IDs for integrations

  • Integrations

This article helps you locate and identify the specific item IDs within your inspections or templates, which can be used for custom or Power Automate (previously Microsoft Flow) integrations. There are different ways to find Item IDs. The most common method is by retrieving the inspection content via an API client such as Postman, but...

Populate SQL server with inspection data via Power Automate

  • Integrations

Automatically transfer key pieces of inspection data into SQL Server tables using the iAuditor connector available in Power Automate (previously Microsoft Flow). This guide assumes you have a working knowledge of SQL Server and an existing table structure you wish to populate. This approach may also work for other database technologies supported by Power Automate...

Integrate with Power Automate to connect Microsoft products with iAuditor

  • Integrations

iAuditor’s integration with Power Automate (previously MS Flow) allows you to tap into this capability and connect your auditing data with their ecosystem. Power Automate is a cloud connector tool that allows you to build workflows that interconnect many different software services (up to 120 and growing) with your iAuditor inspection data. The iAuditor Power...

iAuditor Single Sign-On

  • Integrations

This support article outlines what Single Sign-On (SSO) is, and the different options to set it up within iAuditor for your organization. When an administrator enables SSO for the organization, users would no longer have to set, remember, and manage separate passwords for iAuditor sign-in. They simply need to authenticate with their existing company system...

Email inspection reports to outlook using Power Automate

  • Integrations

If your team uses Microsoft Outlook, and you’re looking to automatically send an email that notifies of report completion, or more – this setup is for you. This article is a continuation of the Automatically export inspections with Power Automate guide. Please review this guide before proceeding with the steps outlined below. Steps to setup outlook...

Upload inspection reports to SharePoint with Power Automate

  • Integrations

Upload inspections to SharePoint Picking up where the Automatically export inspection with Power Automate guide left off, we will extend the flow to automatically upload inspection reports to SharePoint. Add an action within the Apply to each loop and after the Download an audit report step. We will use Get a specific audit to retrieve data from within each inspection to name...

Automatically export inspections with Power Automate

  • Integrations

Automatically export inspections with Power Automate (previously Microsoft Flow) This guide will take you through the process of using the iAuditor connector available in Power Automate, which, enables you to automatically export inspection reports. Further guides are listed at the end of this article that explains how to send the reports via Outlook or even...

Getting started with the iAuditor API

  • Integrations

The iAuditor API allows you to automate workflows, gain insights across your entire organization, and push data into business applications like Power BI or Tableau. Although there are several ways to integrate iAuditor data into your own business platforms, this article outlines 3 core channels for using the iAuditor API and how you can set...

Pull Inspection (audit) data into Tableau

  • Integrations
  • BI Tools

The iAudior, Tableau connector allows you to quickly and easily export your inspection information into Tableau for operations optimization, and drag and drop visualizations. Getting started with Tableau is easy. All you need is an iAuditor API token, a licensed copy of Tableau Desktop 10.0+, and five minutes.  Learn via video Setup the Tableau connector...

Tableau Web Data Connector (WDC)

  • Integrations
  • BI Tools

If you are looking for a way to perform advanced analytics capability that is beyond the scope of the iAuditor analytics dashboard, we recommend Tableau Desktop. The Tableau WDC allows Tableau Desktop users to connect directly to the iAuditor API in order to: Pull inspection (audit) data into Tableau within minutes Restrict the dataset by date...

Import inspection data into Microsoft Power BI

  • Integrations
  • BI Tools

It is possible to import your iAuditor inspection data into the Power BI application, where you can create useful visualizations of your data (see here). Loading Data into Power BI Desktop Follow instructions here to export inspection (audit) data as CSV using the Python SDK Import the data into Power BI Desktop In Power BI...

Visualise SafetyCulture Audit Data with Microsoft Power BI

  • Integrations
  • BI Tools

It is possible to import your SafetyCulture audit data into Power BI to create rich, flexible data visualisations. You can create useful insights in seconds with Power BI. Create a line graph of audit scores over time, then slice the data by time frame:   Dynamically visualise the number of audits completed by each user. Then...

Schedule inspections in google calendar with zapier

  • Integrations
  • Workflows

It is possible to schedule inspections (start and share) using Zapier – Google Calendar integration. The screenshots and steps below explain one way of setting this up but there is a lot of flexibility available. The scenario for the Zap configured below is to create a calendar entry in Google Calendar for each “Concourse Inspection”...

Automatically export inspection data

  • Integrations

You may find yourself in a situation where you need to export data in bulk or automatically. Most often, for reasons like compliance, archiving, reporting, analytics, and more. To help with this, we offer a public API and integrations of varying degrees of complexity that get you up and running smoothly. This typically consists of...

Trigger an email from a failed response

  • Integrations
  • Cloud Storage
  • Workflows

iAuditor users often want to receive an email if an inspection (audit) contains one or more responses designated by the template author to be a “failed response.”  This page will show you how to set up this workflow using Zapier. We’ll assume we want to send a PDF report for any inspection (audit) with a failed response that...

Generate an API Token

  • Integrations
  • Build Your Own

In order to set-up an integration you must first connect your iAuditor account to the public API. To connect, you will need to generate unique API tokens to authorize all requests you make without having to use or store your username and password in your scripts or applications. You can either generate an API token...

Export inspections automatically with Zapier

  • Integrations

Connecting information between iAuditor and other business tools gives you complete visibility over your operations. Using integrations via the iAuditor API (available with a Premium subscription) you can build custom workflows to achieve a seamless inspection process. The instructions in this article will help you manage completed inspections by automatically pushing them to a cloud...

Bulk export inspections using the CSV exporter tool

  • Integrations
  • BI Tools

The export tool can automatically bulk-export iAuditor inspections directly to a CSV file on your computer. The tool runs in looping mode to automatically export newly completed inspections. There are other available methods to export inspections in CSV format via the iAuditor website, and iAuditor app. The SafetyCulture Exporter in CSV mode improves upon these options with:...

Exporting inspection data to online spreadsheet using Zapier

  • Integrations

Connecting information between iAuditor and other business tools gives you complete visibility over your operations. With the iAuditor API (available with a Premium subscription) you can build custom workflows to achieve a seamless inspection process. Build Custom Workflows Several different types of workflows are enabled by the API using automation services like Zapier and Power Automate (previously...

Send Email if Audit Score Below Threshold with Zapier

  • Integrations
  • Workflows

Zapier can be used to send an email if an audit is completed with a score below some specified threshold. See the following steps to set up a Zap like this. For a more general overview of Zapier, please see Zapier Integration with iAuditor. Zapier WebApp: Send Email if Audit Score Below Threshold Step 1: Create a...

Starting and Sharing Inspections Automatically

  • Integrations
  • Workflows

Starting and sharing inspections automatically Connected information between iAuditor and other business tools gives you complete visibility over your operations. With the API (available on the Premium subscription) you can build custom workflows to achieve a seamless inspection process. To simplify the experience of a user in the field, an organization’s administrator can pre-start and share a particular inspection...

Zapier Integrations with iAuditor

  • Integrations
  • Workflows

Manual tasks no more! Using iAuditor’s connection with Zapier, you can set up a step-by-step workflow from inspection export in iAuditor, through to another business system. Whenever you complete a specific inspection, use Zapier to mix and match actions that support a range of tasks. Zapier is a web automation tool, known as a “cloud-connector”...

Integrating with Salesforce via Zapier

  • Integrations
  • Cloud Storage
  • Workflows

Integrating with Salesforce via Zapier It is possible to set up a workflow that captures information via iAuditor and populates it within Salesforce. In this article, we are going to show you how to use our cloud connector on the Zapier platform to send iAuditor inspection data to Salesforce. Inspection data sent to Salesforce results in creating...

Using Zapier to Send Web Reports and Audit Links

  • Integrations
  • Workflows

Zapier can be used to send email notifications with links to Web Reports and Audits.  With these email notifications, users will be able to open audits on the iAuditor web app, or on their mobile device. The instructions below will show you how to set up a Zap to trigger email notifications with a link to Audits and Web...

Trigger an action from a failed response in Zapier

  • Integrations
  • Workflows

iAuditor users often want to perform an action for each failed response in an inspection. For example, you may want an email to be sent for each failed response, which results in a new order being created in a work order management system. To execute one task per response, assuming the response meets a certain condition, you...