If you’re looking to notify teammates of an inspection when it’s complete automatically, Zapier can send email notifications that include a link to the iAuditor web report or inspection. By setting up automated email notifications, users can open inspections on the iAuditor web app or their mobile device.

IMPORTANT NOTE

Zapier requires access to the iAuditor API which is only available with a Premium subscription

The instructions below will show you how to set up a Zap to trigger email notifications with a link to inspections and web reports.

Requirements

  1. iAuditor Premium subscription
  2. iAuditor API Token
  3. Zapier subscription (for Multi-Step Zaps)
  4. Email account 

Steps to set up your Zap

Each Zap is set up using a single trigger and a series of actions. A trigger in Zapier is the event that causes particular results, and an action is the process that is the result of the trigger.

In this setup, we will set the initial trigger as when an inspection completion in iAuditor. The following actions will create input and set up your custom email to send the notification using Email by Zapier.

Trigger: 1. Any inspection completion in iAuditor

  1. Setup or sign-in to your Zapier account
  2. Select “Make a Zap!” (+ icon) in the upper left-hand corner
  3. Step 1 prompts you to input a “Trigger” app
  4. Type “iAuditor by SafetyCulture” into the search box
  5. Set this Zap to trigger on inspection completion by choosing “Any Audit Completion” as the trigger event
  6. If this is your first Zap with iAuditor, you will need to “+ Add a New Account” by providing your API token
  7. Otherwise, select your iAuditor account from the drop-down list and click “CONTINUE”
  8. Click “Test & Review” your account to ensure connectivity
  9. After the test, click “Done Editing”
  10. Now proceed to your first “Action” step
  1. Search and select “iAuditor by SafetyCulture”
  2. Select “Create Audit Link” as the trigger for the action event
  3. Select your iAuditor account and “CONTINUE”
  4. To configure the “Action” event, select “Audit ID” from the drop-down
  5. Click “CONTINUE” then click “Test & Review” your account to ensure connectivity
  6. After the test, click “Done Editing”
  7. Continue by clicking the “+” button to add another action

Action: 3. Get Web Report in iAuditor by SafetyCulture

  1. Choose iAuditor as the action app
  2. Select “Get Web Report” as the action event
  3. Verify your account and click “CONTINUE”
  4. Configure the Action, selecting “Audit ID” from the drop-down and click “CONTINUE”
  5. Proceed to “Test & Review”
  6. After the test, click “Done Editing”
  7. Continue by clicking the “+” button to add another action

Action: 4. Send Outbound Email by Zapier

  1. Type in “Email by Zapier” in the search box to set it as the action app
  2. Choose “Send Outbound Email” as the action event
  3. Click “CONTINUE”
  4. Complete the setup then click continue
  5. Proceed to “Test & Review”
  6. After a successful test, click “Done Editing”
  7.  Turn on your Zap by toggling to “ON” in the upper right-hand corner
IMPORTANT NOTE

More information on creating custom workflows and Zapier is available here. More information on iAuditor Web Reports is available here.

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