Note: Integrations require access to the iAuditor API, available as part of a Premium subscription
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 “Custom Object.” in Salesforce. We have an existing Custom Object defined in Salesforce for the purpose of this guide. It is named “Audit” and has the following fields:
With our Custom Object defined we can complete the steps below to set up a workflow (called Zap in the Zapier platform), which will begin creating and populating instances of the “Audit” Custom Object in Salesforce, with the relevant information mapped from each audit in iAuditor.
Select either the “Audit Completion” or “Any Audit Completion” Trigger available within iAuditor by SafetyCulture and click “Continue.”
Select “Salesforce” for the next Zap step and choose the “Create Custom Object” Action and click “Continue.”
Continue configuring the Salesforce Action and select the Custom Object Type to be populated and click “Continue.”
Map the iAuditor template items to relevant fields within the Custom Object.
Test the Zap within Zapier and ensure it correctly creates and populates a Custom Object in Salesforce.