Scoring is a powerful tool that can provide insights into how your organization is performing over time and help identify opportunities for improvement from inspections that achieve low scores. Using integration tools such as Zapier, you can automatically generate and email web report links from inspections that score below a threshold, so that your team always stays on top of issues that may need to be addressed.

This article shows you how to create a Zap to automatically email web report links when inspection scores fall below a threshold. If your organization uses Power Automate as the integration tool, you can create a flow that delivers an equivalent solution!

Before you begin

You must have a Zapier account on Premium to create Multi-Step Zaps. As the integration requires an iAuditor API token, you must also be on our Premium subscription in order to create the Zap.

This Zap utilizes Gmail as the client to email web report links. If your organization does not use Gmail as the email client, it can be interchanged with other connectors such as Microsoft Outlook.

Please note, the inspections that get checked for scores are based on the inspections, which the account that generated the API token has access to. If you’re an administrator, learn how you can auto-share inspections to yourself or assign the “Data Access” permission to have visibility over all templates and inspections in your organization.

If you run into any errors or have any questions regarding the integration, please contact our customer support team for assistance.

1. (Any) Inspection Completion in iAuditor by SafetyCulture

  1. Log in to Zapier.
  2. Click “MAKE A ZAP” on the upper-left of the page.
  3. Search and select “iAuditor by SafetyCulture” under “1. When this happens …”.
  4. Select from the list of events accordingly, you may need to click “Show more events” to see the options:
    Any Inspection Completion: Select this option if you would like to check all completed inspections your account has access to.
    Inspection Completion: Select this option if you would like to check only completed inspections from a specific template, which your account has access to.
  5. Click “CONTINUE”.
  6. Select your iAuditor account from the dropdown menu. If this is your first Zap with iAuditor, you will need to click “+ Add a New Account” from the dropdown menu. Then add your iAuditor account to Zapier with an API token.
  7. Click “CONTINUE”.
  8. If you selected “Inspection Completion” in step 4, click the dropdown menu to select the template. Please note that only the 20 most recently modified templates are shown. If the template you wish to use is not on the list, you can make a small modification in the template editor, then “Refresh Fields” to find the template. Click “CONTINUE” once you’ve selected the template.
  9. Click “Test trigger” and click “CONTINUE” once an inspection has been found.

2. Only continue if...

  1. Search and select “Filter by Zapier” under “2. Do this …”.
  2. Configure the following fields:
    Choose field…: Click on the field and select “1. Audit Score (%)”.
    Choose condition…: Click on the field and select “(Number) Less than”.
    Enter value: Click the field and type in the score threshold you wish to set, between 0 and 100.
  3. Click “Continue”.

3. Create Web Report Link in iAuditor by SafetyCulture

  1. Click the “+” below the previous action to create a new action.
  2. Search and select “iAuditor by SafetyCulture”.
  3. Select “Create Web Report Link” from the list of events.
  4. Click “CONTINUE”.
  5. Select your iAuditor account from the dropdown menu.
  6. Click “CONTINUE”.
  7. Click on the “Audit ID” field and select “1. Audit ID” under “1. (Any) Inspection Completion in iAuditor by SafetyCulture”.
  8. Click “CONTINUE”.
  9. Click “TEST & CONTINUE”. This should generate a web report link for the sample inspection.

4. Send Email

  1. Click the “+” below the previous action to create a new action.
  2. Search and select “Gmail”.
  3. Select “Send Email” from the list of events.
  4. Click “CONTINUE”.
  5. Select your Gmail account from the dropdown menu. If this is your first Zap with Gmail, you will need to click “+ Add a New Account” and authenticate the app by signing into your Gmail account.
  6. Click “CONTINUE”.
  7. Configure the following fields:
    To: Click the field and specify the email recipient(s) you wish to email web report links to.
    Subject: Click the field and specify the email subject. You can use dynamic content items to name emails with inspection elements. For example, “[1. Template Name]: [1. Audit Title] | [1. Audit Score (%)]”.
    Body: Click the field and specify the email body. Make sure to add the “3. URL” under “3. Create Web Report Link in iAuditor by SafetyCulture” from the dropdown menu as this is the web report link. Similar to the subject field, you can also use items from the dropdown menu to include inspection details. Check out the below email body as an example.

  8. Click “CONTINUE”.
  9. Click “TEST & CONTINUE”. This should send an email to the recipient(s) you specified.
  10. Click the “Name your zap” field on the upper-left corner of the page to name your Zap and select “TURN ON ZAP” to start auto-sharing inspections by sites.
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