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Updating your Zapier integrations to use new iAuditor reporting

  • BI Tools
  • Cloud Storage
  • Integrations
  • 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...

Automatically export inspection data to Excel using MS Flow

  • 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 the response. Please...

Upload inspection reports to SharePoint with MS Flow

  • Cloud Storage
  • Integrations
  • Reports
  • Workflows

Upload inspections to SharePoint Picking up where the Automatically export inspection with MS Flow 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 MS Flow

  • Cloud Storage
  • Integrations
  • Reports
  • Workflows

Automatically export inspections with MS Flow This guide will take you through the process of using the iAuditor connector available in Microsoft Flow, 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 to SharePoint. Requirements...

Automatically export inspection data

  • BI Tools
  • Cloud Storage
  • Integrations
  • Workflows

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

  • Cloud Storage
  • Integrations
  • 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...

Exporting Inspections automatically with Zapier

  • Cloud Storage
  • Integrations
  • Workflows

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. To simplify the administration of managing completed inspections, an organization’s administrator can put in place an automatic export of inspection reports...

Integrating with Salesforce via Zapier

  • Cloud Storage
  • Integrations
  • 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...