iAuditor by SafetyCulture

iAuditor by SafetyCulture Help & Support

  • How to Get Started with SafetyCulture on Zapier
  • Popular Things To Do With SafetyCulture
  • Common Problems with SafetyCulture on Zapier

How to Get Started with SafetyCulture on Zapier

  • Admin/owner permissions: Yes, Audit/Template permissions -- Permissions are granted on a per-Audit/Template basis, User permissions do not grant Audit/Template access.
  • Paid/versioned account: Yes, Premium and above
  • Authentication method: API Token
  • Custom field support: Yes
  • Partner’s Documentation: Yes, 1, 2, 3

To get started with SafetyCulture on Zapier, first you will need to click to connect your SafetyCulture account to use with your Zap.

Click to connect SafetyCulture

Next, you'll be asked to name your SafetyCulture connection and enter your API Key

SafetyCulture API Key

To locate your API Key in your SafetyCulture account, please follow these steps:

  • Log in to your SafetyCulture account.
  • Head over to "Account" > "My Profile" (Or click here).
  • Scroll down to the API section. (Note this is only visible to premium users).
  • Enter you password for SafetyCulture and hit the generate token button.
  • Copy the access token seen on SafetyCulture into the popup back at Zapier and click the continue button.

SafetyCulture API Key in SafetyCulture account

Paste your key back into your Zapier account and then “Continue”. If your API was entered correctly your SafetyCulture account will now be successfully connected.

SafetyCulture connection successfull

Popular Things To Do With SafetyCulture

Add selected fields from an iAuditor audit to a Google Sheet

iAuditor by SafetyCulture + Google Sheets

Try It

Get email notifications for completed iAuditor audits

iAuditor by SafetyCulture + Email by Zapier

Export completed iAuditor audits and upload to a Google Drive folder

iAuditor by SafetyCulture + iAuditor by SafetyCulture + Delay by Zapier + iAuditor by SafetyCulture + Google Drive

Export completed iAuditor audits and send via Gmail

iAuditor by SafetyCulture + iAuditor by SafetyCulture + Delay by Zapier + iAuditor by SafetyCulture + Gmail

Email an iAuditor audit link and web report

iAuditor by SafetyCulture + iAuditor by SafetyCulture + iAuditor by SafetyCulture + Email by Zapier

Export completed iAuditor audits and upload to a Dropbox folder

iAuditor by SafetyCulture + iAuditor by SafetyCulture + Delay by Zapier + iAuditor by SafetyCulture + Dropbox

Common Problems with SafetyCulture on Zapier

Certain audits are not being triggered#

As you only have access to audits that you have permission to view, you must have view permissions for all audits that you intend for Zapier to trigger an alert. To automatically have audits shared to you, please consider configuring auto-sharing on each of your templates.

If you have view permissions for audits and they are still not being triggered on, ensure that users are marking the audit as complete. Audit’s will only be triggered on if they are marked as complete.

My template is not appearing in the template drop down list#

Only the 20 most recently used templates will be shown. This means that you must have completed an audit for a template to be shown in the list. Once you have completed an audit for your template, refresh the page and your template should appear in the drop-down list. See the next note for how to find the Template Name ID so you can use it as a Custom Value.

How do I find the ID of my Template Name so I can use it as a Custom Value?#

To find the template name ID, go to your Templates page in iAuditor: https://app.safetyculture.io/#/iauditor/templates/index

Find the Template you want and click on the Edit button:

""

You'll see the ID in the URL: ""

My audit reports aren't being generated#

You need a "Delay" step after this action to allow SafetyCulture enough time to create the report. More details on that can be found in SafetyCulture's tutorial on automatically exporting audits here

I can't access images from my audits#

The current implementation of our integration with Zapier does not support retrieval of images.

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