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Results for Integrations

Power Automate: Update flows to use the new report format

  • Integrations

The wait is over! We recently updated our Power Automate (previously Microsoft Flow) connector, introducing the new report format actions so you can create flows to export PDF and Word reports that look the same as when you export them on the web app and the mobile app. If you have existing flows set up...

Zapier: Auto-share inspections with teams by sites

  • Integrations

Having access to the information you need is an important factor in achieving success for an organization. In iAuditor, you can set up inspections to auto-share with certain users and groups based on who conducted the inspections. However, we understand that this may not suit every organization, especially when inspections are conducted by the same...

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...

Power Automate: Email web report links when inspection scores fall below a threshold

  • Integrations

Scoring is a powerful tool that can provide insights into how your organization is performing over time and help identify opportunities for improvement from inspections that achieve low scores. Using integration tools such as Power Automate (previously Microsoft Flow), you can automatically generate and email web report links from inspections that score below a threshold,...

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...

Power Automate: Export inspection data to SharePoint lists

  • Integrations

Microsoft SharePoint is a powerful tool that facilitates content sharing and empowers collaboration within organizations. In particular, its list feature can help you and your team store data and access information with ease. Using integration tools such as Power Automate (previously Microsoft Flow), you can automatically export your iAuditor inspection data to populate a SharePoint...

Power Automate: Expressions with iAuditor inspection data

  • Integrations

Power Automate (previously Microsoft Flow) offers a rich set of actions that you can use to automate your workflows with iAuditor, such as uploading inspection reports. However, you can take your integrations game to the next level by exporting data within inspections, specifically question responses, using Power Automate’s Workflow Definition Language, called expressions. This article...

Power Automate: Start and prefill inspections with new SharePoint items

  • Integrations

Microsoft SharePoint is a powerful tool that facilitates content sharing and empowers data access within organizations. In particular, its list feature can help you and your team add and store information with ease. Using integration tools such as Power Automate (previously Microsoft Flow), you can automatically start inspections on iAuditor with every new item created...

Power Automate: Export inspection data to Excel Online spreadsheets

  • Integrations

As one of the most used spreadsheets applications, Microsoft Excel has established itself as a household name when it comes to data analysis. Offering a wide variety of functions, it’s not only a place to store information but can also help people effortlessly analyze and visualize data. Using integration tools such as Power Automate (previously...

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...

Power Automate: Export inspection data to SQL Server tables

  • Integrations

The SQL Server as a system to manage and store information can be very useful for business intelligence operations and transaction processing. Using integration tools such as Power Automate (previously Microsoft Flow), you can automatically export your iAuditor inspection data to populate a SQL Server table, so your business analytics are always up to date with the...

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...

Power Automate: Email inspection reports with Outlook

  • Integrations

We understand that it’s important for colleagues, managers, or even clients to review inspection reports as soon as possible. Using integration tools such as Power Automate (previously Microsoft Flow), you can automatically email your organization’s completed inspection reports to specified email recipients, not only saving your frontline users from having to worry about emailing reports...

Power Automate: Upload inspection reports to SharePoint

  • Integrations

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

Getting started with iAuditor integrations

  • Integrations

We understand that in most organizations these days, software integration capability is essential to not only automate tedious tasks and minimize human error but also centralize data to a single source of truth. From automatically emailing or uploading inspection reports to cloud drives to bulk exporting iAuditor data for business analysis, the opportunities to integrate...

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...

Zapier: Email web report links when inspection scores fall below a threshold

  • Integrations

Scoring is a powerful tool that can provide insights into how your organization is performing over time and help identify opportunities for improvement from inspections that achieve low scores. Using integration tools such as Zapier, you can automatically generate and email web report links from inspections that score below a threshold, so that your team...

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...