SafetyCulture + Salesforce

Create new Salesforce records from completed SafetyCulture inspections

Streamline your safety audit process with this efficient solution. Whenever an inspection is finalized in SafetyCulture, a corresponding record is instantly generated in Salesforce. This ensures precise database upkeep and enhanced efficiency, enabling swift record-keeping for smoother operations and top-tier record management.

When this happens...
Inspection Completed
Triggers when an inspection from a selected template is completed.
TriggerPolling
automatically do this!
Create Record
Creates a new record of a specified Salesforce object.
ActionWrite

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Supported triggers and actions

Action Created
Triggers when an action is created.
Trigger
Polling
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Any Inspection Completed
Triggers when any inspection is completed.
Trigger
Polling
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- Template NameRequired
Trigger
Polling
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- Inspection IDRequired
- Export IDRequired
Action
Write
- InspectionRequired
- User ID(s)
- Group(s)
- User ID(s)
- Group(s)
- User ID(s)
- Group(s)
Action
Write

- Inspection IDRequired
- Inspection report formatRequired
- Report layout
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce ObjectsRequired
Trigger
Polling
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- Salesforce ObjectRequired
Trigger
Polling
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- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

Any Inspection Completed (Advanced)
Triggers when any inspection is completed. Advanced provides additional fields.
Trigger
Polling
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- TemplateRequired
Trigger
Polling
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- Inspection IDRequired
Action
Write
- Inspection IDRequired
Action
Write
- TemplateRequired
Action
Write
- Email addressRequired
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About SafetyCulture

SafetyCulture (formerly iAuditor) is a business platform to conduct inspections, capture issues, manage tasks, communicate clearly and train working teams.

Learn more

Related categories

Product Management

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

SafetyCulture + Salesforce

Create new Salesforce records from completed SafetyCulture inspections

Action Created

Any Inspection Completed

Inspection Completed

Get Exported Inspection Report

Share Inspection

Start Inspection Report Export

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

Any Inspection Completed (Advanced)

Inspection Completed (Advanced)

Create Inspection Edit Link

Create Public Inspection Report Link

Start Inspection

Find User

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

About SafetyCulture

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces