How to connect Kustomer + iAuditor by SafetyCulture
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- Conversation CreatedTriggers when a new conversation is created.Trigger
- Conversation UpdatedTriggers when a conversation is updated.Trigger
- Customer CreatedTriggers when a new customer is created.Trigger
- Customer UpdatedTriggers when a customer is updated.Trigger
- Message CreatedTriggers when a new message is created.Trigger
- Message UpdatedTriggers when a message is updated.Trigger
- Create ConversationCreates a ConversationAction
- Create CustomerCreate a new customer in KustomerAction
- Kustomer
Creates a Note
Scheduled
Action
- Kustomer
Creates a User
Scheduled
Action
- Kustomer
Update a Conversation
Scheduled
Action
- Kustomer
Update an existing customer in Kustomer
Scheduled
Action
- Kustomer
Finds a Conversation
Scheduled
Action
- Kustomer
Finds a Customer
Scheduled
Action
- Kustomer
Finds a User
Scheduled
Action
- Kustomer
Finds a conversation
Scheduled
Action
- Kustomer
Finds a Customer
Scheduled
Action
- Kustomer
Finds a User
Scheduled
Action
- iAuditor by SafetyCulture
Triggers when an action is created.
Scheduled
Trigger
- iAuditor by SafetyCulture
Triggers when any inspection is completed. Advanced provides additional fields.
Scheduled
Trigger
- iAuditor by SafetyCulture
Triggers when any inspection is completed.
Scheduled
Trigger
- iAuditor by SafetyCulture
Triggers when an inspection from a selected template is completed. Advanced provides additional fields.
Scheduled
Trigger
- iAuditor by SafetyCulture
Triggers when an inspection from a selected template is completed.
Scheduled
Trigger
- iAuditor by SafetyCulture
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.
Scheduled
Action
- iAuditor by SafetyCulture
Gets an exported inspection report. Either a PDF or Word (.docx) file.
Scheduled
Action
- iAuditor by SafetyCulture
Creates a link that you can use to view an inspection report without logging in to iAuditor.
Scheduled
Action
- iAuditor by SafetyCulture
Shares an inspection with users and/or groups in your organization. Please note that the "view, edit" access level is required at a minimum to share inspections.
Scheduled
Action
- iAuditor by SafetyCulture
Starts an inspection from a selected template.
Scheduled
Action
- iAuditor by SafetyCulture
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.
Scheduled
Action
- iAuditor by SafetyCulture
Finds a user in your organization by email.
Scheduled
Action
How Kustomer + iAuditor by SafetyCulture Integrations Work
- Step 1: Authenticate Kustomer and iAuditor by SafetyCulture.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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