- Integrations
- Custom integration
- Automate my teams' manual tasks
Automate my teams' manual tasks
Learn how to automate your teams' manual tasks via integrations with SafetyCulture.
What you'll need
Automate your teams' manual tasks
Streamline your team's efforts using workflows supported by third-party integrators: Zapier and Power Automate.
In comparison to custom integrations, these integration tools tend to offer easy-to-use interfaces and have click-based templates you can utilize to connect your SafetyCulture data with other platforms and vice versa. The section covers some of the use cases for the most used integration tools with SafetyCulture.
To learn more about other integration methods, check out our get started with integrations guide.
Zapier
Zapier is a software platform that allows you to create workflows, called Zaps, to automate repetitive tasks between services.
Please note that Zapier is a separate service from SafetyCulture and requires a registered account. Although it's possible to set up integrations in Zapier with their free plan, most Zaps with SafetyCulture are Multi-Step Zaps, which require a paid plan with Zapier.
Article | Description |
|---|---|
This article shows you how to create a Zap to automatically export and upload completed inspection reports to Dropbox. If your organization doesn't use Dropbox as the cloud drive, it can be interchanged with other connectors such as Google Drive and OneDrive. | |
This article shows you how to create a Zap to automatically export data from completed inspections to Google Sheets. If your organization doesn't use Google Sheets as the online spreadsheets tool, it can be interchanged with other connectors such as Microsoft Excel. | |
Email inspection report links when inspection scores fall below a threshold | This article shows you how to create a Zap to automatically email inspection report links when inspection scores fall below a threshold. |
Power Automate is a software platform that allows you to create workflows and processes, called flows, to streamline repetitive tasks between services.
Please note that Power Automate is a separate service from SafetyCulture and requires a registered account. You must be on a paid plan with Power Automate to set up integrations for SafetyCulture.
Article | Description |
|---|---|
This article shows you how to create a Power Automate flow to automatically export and upload inspection reports to SharePoint. If your organization doesn't use SharePoint as the cloud drive, it can be interchanged with other connectors such as Google Drive, OneDrive, and Dropbox. | |
This article shows you how to create a Power Automate flow to automatically export inspection data into an Excel Online spreadsheet. If your organization doesn't use Excel Online as the online spreadsheets tool, it can be interchanged with other connectors such as Google Sheets and SharePoint lists. | |
Email inspection report links when inspection scores fall below a threshold | This article shows you how to create a Power Automate flow to automatically email inspection report links when inspection scores fall below a threshold |
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