An automated workflow using zapier
Connects iAuditor + Google Sheets
Create Google Sheet rows for new audit completions in SafetyCulture by SafetyCulture
About this workflow template
This automation scenario allows you to connect iAuditor and Google Sheets
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
iAuditor and Google Sheets can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in iAuditor
Any Inspection Completed in iAuditor
Triggers when any inspection is completed.
Then this action happens in Google Sheets
Create Spreadsheet Row in Google Sheets
Create a new row in a specific spreadsheet.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Google Sheet rows for new audit completions in SafetyCulture by SafetyCulture.
Part I
Configure Applications
First, we need to connect iAuditor and Google Sheets to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect iAuditor to Zapier.
Give Zapier access to your iAuditor account, using iAuditor credentials.
Connect Google Sheets to Zapier.
Give Zapier access to your Google Sheets account, using Google Sheets credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for iAuditor
Choose the following trigger: Any Inspection Completed (Triggers when any inspection is completed.).
Then set up an Action for Google Sheets
Choose this action: Create Spreadsheet Row (Create a new row in a specific spreadsheet.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between iAuditor and Google Sheets.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Google Sheet rows for new audit completions in SafetyCulture by SafetyCulture!
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Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
triggerbyzapierNew spreadsheet
Triggers when a new spreadsheet is created.
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Get exported inspection report
Gets an exported inspection report. Either a PDF or Word (.docx) file.
actionbyzapierStart inspection report export
Starts exporting an inspection report to PDF or Word.We recommend that you create a "Delay" following this action to allow iAuditor enough time to export the inspection report.
actionbyzapierPrepare audit report (legacy)
Create a PDF or Word document from an inspection using the Classic format.Important: You will need a "Delay" after this action to allow SafetyCulture enough time to create the report.
actionbyzapierGet an inspection report
Gets an inspection report.
actionbyintegromatGet audit report (legacy)
Retrieves an audit report that has already been prepared in the Classic format.Important: You will need a "Delay" before this action to allow SafetyCulture enough time to generate the report.
actionbyzapierCreate inspection edit link
Creates a link that you can use to edit an inspection in iAuditor (web app and mobile app).Please note that the "view, edit" access level is required at a minimum to edit inspections.
actionbyzapier
Apps you need
Google Sheets
Online spreadsheets for personal use and collaboration, part of Google Drive
Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
