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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 triggers for iAuditor:

Supported Triggers

  • Any Audit Completion (Advanced) – Triggers when any audit is completed. Advanced provides access to more detailed fields.
  • Audit Completion (Advanced) – Triggers when a new audit is completed for a selected template. Advanced provides access to more detailed fields.
  • Audit Completion – Triggers when a new audit is completed for a selected template.
  • Any Audit Completion – Triggers when any audit is completed.

Supported Actions

  • Get Web Report – Get a web report link for a specified audit.
  • Create Audit Link – Creates a link that can be used to open the iAuditor app or the iAuditor website  at a specific audit.
  • Share Audit – Shares an audit with a user or group in my organisation.

The following instructions will show you how to set up email notifications whenever an audit has been conducted from a specific template. For more information about setting up the Zapier integration, please contact support.

  1.  Create a Zapier account by going to Zapier.com and selecting iAuditor as the trigger app.

2.  Select from the recommended zaps or click ‘Make a Zap’ to create your own


3. Choose between a specific audit completion or any audit completed and click ‘Save+Continue’

4. Add your iAuditor account by clicking ‘Connect a New Account’

5. Log in to your iAuditor account on the iAuditor web app, and go to ‘My Profile’ to generate the API Access Token. You will only see the API section if you have a Premium account.

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6. Insert your API Access Token into Zapier

7.  Select a template if you are using the audit completion trigger. When creating a Zap, only audits completed after that time will be automatically actioned upon

8. Continue through this step and ensure the last audit done for the selected template has data entered

9. Your test should be successful

10. Now choose how you want to automate your task by selecting an action app. Do you want to automate an email, SMS, automatically create an Evernote?

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11. Now you need to configure the action app. We’re setting up an email action here

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12. Fill out your fields for the email action as required

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You can click on the icon on the right of each input field. This will allow you to insert values from the audit into the email. You can select an audit value from the drop down list.

13.  You can customize the email that will trigger each time an audit is completed for this template

We have configured ours to always send to [email protected] The subject will be Audit Completed by (name of who completed the audit will be placed here). The body section has the name of the template that was completed and the score and total score.

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14. Zapier will show you the plain text version of the action (using the most recently completed audit as test data)

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15. Your test was successful

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16.  Name your zap, and turn it on

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Note:  For more information regarding the API functionality and how it can apply to your organization, contact our Support team