What SafetyCulture Triggers and Actions are Supported?#

Supported Triggers#

  • Any Audit Completion (Advanced) - Triggers when any audit is completed. Advanced provides access to more detailed fields.
  • Audit Completion (Advanced) - Triggers when a new audit is completed for a selected template. Advanced provides access to more detailed fields.
  • Audit Completion - Triggers when a new audit is completed for a selected template.
  • Any Audit Completion - Triggers when any audit is completed.

Supported Actions#

  • Prepare Audit Report - Create a PDF or Word document from my audit.Important: You will need a "Delay" after this action to allow SafetyCulture enough time to create the report.
  • Get Web Report - Get a web report link for a specified audit.
  • Create Audit Link - Creates a link that can be used to open iAuditor or SafetyCulture at a specific audit.
  • Start Audit - Creates a new audit from a chosen template.
  • Get Audit Report - Retrieves an audit report that has already been prepared.Important: You will need a "Delay" before this action to allow SafetyCulture enough time to generate the report.
  • Share Audit - Shares an audit with a user or group in my organisation.

How to Get Started with SafetyCulture on Zapier#

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:

  1. Log in to your SafetyCulture account.
  2. Head over to "Account" > "My Profile" (Or click here).
  3. Scroll down to the API section. (Note this is only visible to premium users).
  4. Enter you password for SafetyCulture and hit the generate token button.
  5. 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

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Popular Things To Do With SafetyCulture#

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.

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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