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MS Flow – Export your Item & Response Data to an Excel 365 Table

  • Cloud Storage
  • Integrations
  • Workflows

This guide will show you how to export inspection data from iAuditor so that you can automatically send it to any Spreadsheet (columns/rows), SQL database or CRM system supported by the Microsoft Flow ecosystem. In this example we’ll be looking to add rows to a Spreadsheet based on a particular question and it’s response. Please...

Upload audit reports to SharePoint with MS Flow

  • Cloud Storage
  • Integrations
  • Reports
  • Workflows

(Update: A ready-made template exists for this as of July 2018 that can be used as a complete solution or starting point) Picking up where the Automatically export audits with MS Flow guide left off, we will extend the flow to automatically upload audit reports to SharePoint. Add an action within the Apply to each loop and...

Automatically export audits with MS Flow

  • Cloud Storage
  • Integrations
  • Reports
  • Workflows

This guide will take you through the process of using the iAuditor connector available in Microsoft Flow, which, enables you to automatically export audit reports. Further guides are listed at the end of this article that explain how to send the reports via Outlook or even to SharePoint. Requirements Premium iAuditor User Account iAuditor API...

Automatic Exporting of Audit Data

  • BI Tools
  • Cloud Storage
  • Integrations
  • Workflows

From our users of iAuditor, we are often asked: “how can I export my audit data automatically”? Customers need to export data for different reasons such as compliance, archiving, reporting, analytics and more. This typically consists of three parts of an ETL (extract, transform and load) workflow: extract audit data from iAuditor, the web platform,...

Email Audit Report with Zapier if there are any Failed Responses

  • Cloud Storage
  • Integrations
  • Workflows

iAuditor users often want to receive an email if an 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 audit with a failed response that is...

Exporting Audits automatically with Zapier

  • Cloud Storage
  • Integrations
  • Reports
  • Workflows

This article shows you how to export audit reports automatically with Zapier, a 3rd party service. You can also use Microsoft Flow to export to Outlook, SharePoint and many other applications. See here for more on that. Connecting information between SafetyCulture and other business tools gives you complete visibility over your operations.  With the SafetyCulture API...

Integrating with Salesforce via Zapier

  • Cloud Storage
  • Integrations
  • Workflows

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 new instances of a pre-defined...

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