Connect your business applications to increase efficiency
Getting your data and systems talking to each other is essential. Which is why we’ve been focussing heavily on making it easier for you to send data to iAuditor and extract data out of iAuditor.
Matching data up in multiple systems is time-consuming. Particularly when you are trying to minimise the amount of incorrect information. With our latest updates, we’ve made it easier to deeply integrate and get your systems talking to each other, in real-time.
We recently release API support for retrieving iAuditor corrective actions from our system. Now you can manage actions automatically from an external system and export it into task management and Business Intelligence (BI) applications. Use it to manage your actions list in an external system.
You can now automate:
- Attaching corrective actions to audits for a manager to sign-off
- Updating an action’s status to reflect progress recorded in another system
- Deleting actions according to custom criteria like ‘too old’, ‘completed’ or other
Video coming soon.
How to use this update
As a quality or safety leader, you want to ensure your team are doing their jobs correctly. Corrective actions in iAuditor allows you to create a workflow: assign an action and mark it as in progress. Now you can extend that capability by managing the actions in an external task management system. This update provides you with an oversight of the company so you don’t have to be in a million places at once. Action hazards as they come in – from the comfort of your desk.
Using our API – add, remove, and update staff information in your own system, and auto-sync to iAuditor.
How to use this update
Let’s say you have 700 stores across the country. New staff are constantly being added, keeping that list up to date in iAuditor and in your own system, takes time and requires double handling. Now you can update staff details in your own user management system and auto-sync them to iAuditor.
MS Flow Connector
Microsoft Flow is a cloud-based software tool that allows you to create and automate workflows across multiple applications and services without the need for developer help.
Applications you can connect to include Sharepoint, Outlook and MS Teams.
Up until recently, the only way for you to know if changes are made to inspection data is to poll the iAuditor API continuously.
When near real-time updates were necessary, we saw our customers poll our API as frequently as once every few seconds. Polling is both slow and inefficient. For that same reason it is not recommended by third-party integration platforms like Microsoft Flow, Zapier and others. Modern web services are increasingly built so that they notify each other of changes when they happen. Therefore avoiding the need for polling.
We are pleased to announce support for event notifications (also known as ‘webhooks’) in iAuditor.
iAuditor webhooks work by having the customer register a URL to receive notifications of audit data changes as they happen. At this point in time, the following events can be tracked for any audit in the organisation:
- audit creation
- audit modification (including archive/unarchive events)
- audit completion
The notifications contain information about the audit and the user who made the change.
A majority of iAuditor integrations we see require performing a particular action when audits are modified. For example:
- Keeping track of inspection changes as they happen via a live dashboards or analytics
- Exporting inspection data to another system in real-time
- Taking action like notifying someone or updating another system
Other types of integrations involve a workflow with the following steps:
- Start an inspection automatically from within one system (e.g. Salesforce, SharePoint or other), pre-filling certain information in the inspection with customer reference data
- Complete the inspection using iAuditor
- Export the inspection data back to the original system to be associated with the data used to start the inspection in the first place
See your data in real-time with our API.
For more details and examples see https://developer.safetyculture.io/#webhooks.
To use Zapier webhooks to connect iAuditor events with hundreds of other applications see https://zapier.com/zapbook/webhook/.