Running a business can be unpredictable, but a good record-keeping system can make things easier. While most organizations may utilize cloud storage systems to save their inspection reports, it can be taxing to rely on teams to send in reports manually. Using integration tools such as Zapier, you can automatically export your iAuditor inspection reports to Dropbox. This not only reduces the time spent by your frontline users and administrators to send, receive, and store reports, but also minimizes potential human error in the process.

This article shows you how to create a Zap to automatically upload inspection reports to Dropbox. 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 Dropbox as the cloud solution to store inspection reports. If your organization doesn’t use Dropbox as the cloud solution, it can be interchanged with other connectors such as Google Drive and OneDrive.

Please note, the inspection reports that get uploaded 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.
    Any Inspection Completion: Select this event if you wish to upload all completed inspections your account has access to.
    Inspection Completion: Select this event if you wish to only upload 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, click “+ Add a New Account” from the dropdown menu and 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. Start Inspection Export (New) in iAuditor by SafetyCulture

  1. Search and select “iAuditor by SafetyCulture” under “2. Do this …”.
  2. Select “Start Inspection Export (New)” from the list of events.
  3. Click “CONTINUE”.
  4. Select your iAuditor account from the dropdown menu.
  5. Click “CONTINUE”.
  6. Configure the following fields.
    Audit ID: Click the field and select “1. Audit ID” under “1. (Any) Inspection Completion in iAuditor by SafetyCulture”.
    Document Type: Click the field and select the inspection report format, either “PDF” or “WORD”.
    Preference: Click the field and select the Report Preference you wish to apply. Keep in mind that only Report Preferences for all templates are available.
  7. Click “CONTINUE”.
  8. Click “TEST & CONTINUE”.

3. Delay For

  1. Click the “+” below the previous action to create a new action.
  2. Search and select “Delay by Zapier”.
  3. Select “Delay For” from the list of events.
  4. Click “CONTINUE”.
  5. Configure the following fields.
    Time Delayed For (value): Type in “5”.
    Time Delayed For (unit): Click the field and select “Minutes”.
  6. Click “CONTINUE”.
  7. Click “TEST & CONTINUE”.

4. Get Inspection Report (New) 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 “Get Inspection Export (New)” from the list of events.
  4. Click “CONTINUE”.
  5. Select your iAuditor account from the dropdown menu.
  6. Click “CONTINUE”.
  7. Configure the following fields.
    Inspection ID: Click the field and select “1. Audit ID” under “1. (Any) Inspection Completion in iAuditor by SafetyCulture”.
    Export Task ID: Click the field and select “2. Message ID” under “2. Start Inspection Export (New) in iAuditor by SafetyCulture”.
  8. Click “CONTINUE”.
  9. Click “TEST & CONTINUE”.

5. Upload File in Dropbox

  1. Click the “+” below the previous action to create a new action.
  2. Search and select “Dropbox”.
  3. Select “Upload File” from the list of events.
  4. Click “CONTINUE”.
  5. Select your Dropbox account from the dropdown menu. If this is your first Zap with Dropbox, click “+ Add a New Account” from the dropdown menu, then sign in to Dropbox and add it to Zapier.
  6. Click “CONTINUE”.
  7. Configure the following fields.
    Folder: Click the field and set your folder path to where inspection reports should be uploaded. You can sort your inspection reports dynamically by clicking “Custom” in the dropdown menu and selecting inspection details. You can check out the example below, where inspection reports are sorted by selected sites. Make sure to type in a forward slash ( / ) for each level of directory.
    File: Click the field and select “4. Audit Report” under “4. Get Inspection Export (New) in iAuditor by SafetyCulture”.

  8. Click “CONTINUE”.
  9. Click “TEST & CONTINUE”. This should upload an inspection report to the folder path you specified.
  10. Turn on your Zap to start uploading completed inspection reports to Dropbox. We recommend that you also name your Zap on the upper-left corner of the page.
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