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.

IMPORTANT NOTE

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

The instructions below will show you how to set up a Zap to trigger email notifications with a link to Audits and Web Reports.

In Zapier:

  1. Log in to Zapier, create a new Zap and select either the “Audit Completion” or “Any Audit Completion” Trigger
  2.  After configuring the Trigger, add the “Create Audit Link” Action within iAuditor by SafetyCulture.
  3. Configure the Action, selecting “Audit ID” from the dropdown.
  4. Complete configuration of the Action and then click Add a step.
  5. Add the “Get Web Report” Action within iAuditor by SafetyCulture.
  6. Configure the Action, selecting “Audit ID” from the dropdown.
  7. Complete configuration of the Action and then click Add a step.
  8. Add the “Send Outbound Email” Action within Email by Zapier.
  9. Complete the setup and run the final test.
TIP

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

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