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Create custom iAuditor sensor alerts in Jira using Zapier

  • Integrations

At iAuditor, we want to help our customers monitor their key metrics, this can be done automatically using Sensors. We appreciate the value in accurate and real-time readings but understand that it is even more important to be alerted when something goes out of critical range. This article demonstrates how to alert the right people...

Create a custom iAuditor report on Google Docs with Zapier

  • Integrations

Google Docs templates allow you to use the same document multiple times instead of building your whole document from scratch. Using Zapier, you can automatically populate a Google Doc template with iAuditor data every time an inspection is completed. This not only allows you to add custom formatting in the form of fonts, colors, and...

Automatically send email when inspection score falls below a threshold with Power Automate

  • Integrations

It can be important for managers or supervisors to review an inspection under a certain score immediately, rather than rely on users to send these reports manually. Using Power Automate, an integration can be set up to automate the process and notify the right people, at the right time. This article outlines the steps to...

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

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

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...

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

The SQL Server as a system to manage and store information can be very useful for business intelligence operations, analytics operations, and transaction processing. Using Power Automate, inspection data captured in iAuditor can be transferred automatically into SQL Server tables. This approach may also work for other database technologies supported by Power Automate that we have not...

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 via Outlook automatically with Power Automate

  • Integrations

It can be important for managers or supervisors to review inspection reports as soon as they are complete, and rather than relying on frontline inspectors to email them manually after completion, integration tools such as Power Automate (previously MS Flow) can automate the process for an organization. This not only takes out the potential for...

Upload inspection reports to SharePoint automatically with Power Automate

  • Integrations

As one of the most used online collaboration platforms, Microsoft SharePoint has established itself as a great place to share and manage content and knowledge to empower teamwork across the organization. Using integration tools such as Power Automate (previously MS Flow), you can automatically export your iAuditor data to SharePoint, so your team always stays...

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

The Tableau Web Data Connector (WDC) allows you to quickly and easily export iAuditor inspection data into Tableau for operations optimization, as well as drag and drop visualizations. Getting started with Tableau is easy. All you need is an iAuditor API token and a licensed copy of Tableau Desktop 10.0+. The Tableau WDC allows Tableau Desktop...

Import inspection data into Microsoft Power BI

  • Integrations

At times, interacting with inspection data using iAuditor Analytics might not be enough for your reporting. For such cases, business intelligence tools such as Power BI can enhance the experience greatly through the creation of rich, interactive reports with visual analytics. This article outlines how you can export your iAuditor data and import it to...

Start inspections from Google Calendar events using Zapier

  • Integrations

Managing schedules effectively can be a critical part of success, especially when you have multiple tasks to delegate. Using Zapier, an integration can be set up to automate the process of starting inspections from calendar events. This article outlines how to start inspections from Google Calendar events, as well as steps to share the inspections to...

How to email inspection reports containing failed items automatically with Zapier

  • Integrations

You may want to receive an email if an inspection contains one or more responses designated by the template author as a “failed response”. Failed responses help you identify common issue areas across your inspections, and this integration can help you set up a workflow that notifies the right people when an item is designated ...

Upload inspections automatically to Dropbox with Zapier

  • Integrations

Running a business can be unpredictable, but a good record-keeping system can make things easier. While most organizations may utilize cloud storage systems to save their inspection reports, it can be taxing to rely on teammates to send in reports manually, particularly for large teams who conduct inspections regularly. Using integration tools such as Zapier,...

Generate an API Token

  • Integrations

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...

Bulk export inspections using the iAuditor Exporter

  • Integrations

The iAuditor Exporter is an integration tool available to users with iAuditor Premium subscriptions. The Exporter can help streamline exporting to multiple formats at once through automation. This quick-start guide walks through the basic setup of the Exporter, which automatically exports inspections in CSV format, a format commonly used by business intelligence tools such as...

Export inspection data to an online spreadsheet using Zapier

  • Integrations

To simplify the process of exporting raw inspection data, it is possible to integrate iAuditor with online spreadsheet platforms (e.g. Google Sheets) with Zapier. This allows users to create custom exports of their data when inspections are completed, either from a specific template or all templates. The Zap can update existing rows or create new...

Automatically send email when inspection score falls below a threshold with Zapier

  • Integrations

It can be important for managers or supervisors to review an inspection under a certain score immediately, rather than rely on users to send these reports manually. Using Zapier, an integration can be set up to automate the process and notify the right people, at the right time. This article outlines the steps to automatically...

Integrating with Salesforce via Zapier

  • Integrations

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

If you’re looking to notify teammates of an inspection when it’s complete automatically, Zapier can send email notifications that include a link to the iAuditor web report or inspection. By setting up automated email notifications, users can open inspections on the iAuditor web app or their mobile device. The instructions below will show you how to...