Streamline Your Inspection Process With Zapier
iAuditor by SafetyCulture Tips | Tips & Tricks | By | 12 Dec 2017 | 2 minute read
Seamless communication between the field and back office is key to your operations — but keeping everyone is in the loop is no easy feat. We have five Zapier Actions via our integration with iAuditor to help you do just that!
Now you can use Zaps to find your teammates, create publicly shareable web reports, and generate links for specific iAuditor audits in your mobile app. With these Zaps comes peace of mind: you can guarantee that the right information reaches the right people at the right time, without compromising the privacy of your audits.
What’s New with iAuditor
Here are five handy Zapier Actions you can take to streamline your inspections with iAuditor:
Easily find your team.
Instantly search for any user within your organisation with their email address, and use the new Zapier Action “Share Audit” to make sure your team is using the right audit for the job. With this new sharing feature, you can easily assign the right audit to the right user with the right permissions— at the right time, by scheduling audits from your calendar app.
Create shareable web report links.
Tired of manually sharing reports and adjusting permissions settings? With our view-only links, you can generate publicly shareable links to web reports so you can distribute report learnings to anyone inside or outside your organisation. See the audit responses on a web page that only you can edit. Learn more here.
Create private audit links.
Ensure your team is using the right forms by generating links to specific iAuditor audits in their mobile app or desktop browser. Your team will benefit from immediate access to the right audit in the field with password-protected links designed to keep your data safe.
Track failed responses.
Always know what’s not performing well by receiving emails about failed responses within an audit. Once an audit has been completed, you will know what responses has been marked as failed complete with the attached audit report. Read more about it here.
Automatically export audit reports.
Are you spending your time transferring reports from iAuditor to your own storage system? With the Zapier integration, you can set up auto-exports of your iAuditor reports. The completed audit report will appear in your designated cloud storage system, without any manual intervention on your behalf. Learn more here.
How to Automate iAuditor with Zapier
- Make sure you have a account and an iAuditor account
- Try some pre-made iAuditor integrations and learn more about how iAuditor by SafetyCulture works with Zapier to make your job easier
- Check out our iAuditor help documentation for details on connecting your account and setting up your first Zap
- Or login to build a custom workflow with iAuditor and Zapier
Take a look at all of our integrations options. Our integrations are designed to automate and power your inspection program.
Important Notice
The information contained in this article is general in nature and you should consider whether the information is appropriate to your specific needs. Legal and other matters referred to in this article are based on our interpretation of laws existing at the time and should not be relied on in place of professional advice. We are not responsible for the content of any site owned by a third party that may be linked to this article. SafetyCulture disclaims all liability (except for any liability which by law cannot be excluded) for any error, inaccuracy, or omission from the information contained in this article, any site linked to this article, and any loss or damage suffered by any person directly or indirectly through relying on this information.