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Results for Workflows

Microsoft Flow Expressions

  • Build Your Own
  • Integrations
  • Workflows

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. Microsoft Flow leverages the same Workflow Definition Language used by Azure Logic apps. For new users who are unfamiliar with...

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...

Store Actions in Excel via MS Flow

  • Integrations
  • Workflows

This guide will take you through the process of using the iAuditor connector available in Microsoft Flow to automatically create Excel 365 rows for each Action created in iAuditor. It assumes you have a working knowledge of Excel and an existing Sheet structure you wish to populate. Begin by adding the Schedule – Recurrence trigger in a...

Pre-populate and start an Inspection when a new Sharepoint Item is created

  • Integrations
  • Workflows

A SharePoint list (similar to a database or spreadsheet) can be a great and powerful way of collectively storing data in a central location. A SharePoint List 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. For...

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...

How to find an Item ID from your Inspections/Templates

  • Integrations
  • Workflows

An Item ID is the unique identifier for any field within your Inspection/Template such as a Question, a Multiple Choice field or a media (image) field. This method can also be used to get a response ID (for example, Yes or Not Applicable) This guide will walk you through the steps to identify the specific...

Store Actions in SQL Server via MS Flow

  • BI Tools
  • Integrations
  • Workflows

This guide will take you through the process of using the iAuditor connector available in Microsoft Flow to automatically create SQL Server rows for each Action created in iAuditor. It assumes you have a working knowledge of SQL Server and an existing table structure you wish to populate. The article shows how to export data...

Populate SQL Server with Inspection Data via MS Flow

  • BI Tools
  • Integrations
  • Workflows

This guide will take you through the process of using the iAuditor connector available in Microsoft Flow to automatically transfer key pieces of inspection data into SQL Server tables. It assumes you have a working knowledge of SQL Server and an existing table structure you wish to populate. Begin by adding the Schedule – Recurrence trigger in...

Export iAuditor Actions to Excel Automatically with Zapier

  • Integrations
  • Workflows

It is possible to configure Zapier as an integration between iAuditor and 3rd-party cloud-based spreadsheet software. This article shows how to automatically export iAuditor Actions to Excel Online using Zapier. Similar Zaps can be created to export iAuditor Actions to a number of other 3rd-party cloud-based applications like Google Sheets, custom emails, business intelligence tools,...

How To Use Microsoft Flow

  • Integrations
  • Workflows

Microsoft Flow allows you to build workflows that interconnect many different software services (up to 120 and growing). iAuditor’s integration with Flow allows you to tap into this capability and connect your auditing data with their ecosystem. The iAuditor Microsoft Flow Connector supports the following capabilities: Retrieve a list of inspections modified in a given...

Email audit reports via Outlook with MS Flow

  • Integrations
  • Reports
  • Workflows

Picking up where the Automatically export audits with MS Flow guide left off, we will extend the flow to automatically email each audit report via Outlook. 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...

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...

Google Calendar Audit Scheduling Workflow with Zapier

  • Integrations
  • Workflows

Summary It is possible to use Zapier and Google Calendar to Schedule Audits (Start and Share). 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 being configured before is that a “Concourse Inspection” calendar entry will be added to...

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...

Send Email if Audit Score Below Threshold with Zapier

  • Integrations
  • Team Management
  • 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. Step 1: Create a new Zap and pick either the “Audit Completion” or...

Starting and sharing audits automatically

  • Integrations
  • Workflows

Starting and sharing audits 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 auditing process. To simplify the experience of a user in the field, an organization’s administrator can pre-start and share a particular audit with...

Zapier Integration with iAuditor

  • Integrations
  • Workflows

Automating workflows on audit completion with Zapier Zapier is a web automation app. With Zapier you can mix and match triggers and actions to support a range of tasks. For an introduction to Zapier concepts and definitions please follow this link: The Building Blocks of Zapier: Triggers, Actions, and Zaps See below for the supported...

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...

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...

Zapier Actions and Triggers for Failed Responses

  • Integrations
  • Workflows

iAuditor users often want to perform an action for each failed response in an audit. 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 in an audit (assuming the response meets a...

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