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- Zapier : commencer des inspections à partir d'événements Google Calendar
Zapier : commencer des inspections à partir d'événements Google Calendar
Comment créer un Zap pour commencer automatiquement des inspections à partir d'événements Google Agenda ?
La gestion efficace des plannings peut être un élément essentiel de la réussite, en particulier lorsque vous avez plusieurs tâches à déléguer à différents utilisateurs et groupes. Grâce à des outils d'intégration tels que Zapier, vous pouvez créer des tâches en tant qu'événements sur Google Calendar et définir chaque événement pour commencer automatiquement les inspections SafetyCulture. Cela peut être un excellent moyen d'automatiser vos inspections en fonction des plannings de votre organisation.
Take note
This Zap utilizes Google Calendar as the online calendar to trigger new inspections, this can be interchanged with other connectors such as Calendly.
Templates that are available for new inspections are based on the inspections your account has access to. Learn how to give yourself template access by assigning the "Override permissions: View all data" permission.
New inspections started from the Zap inherit the template's inspection access rules. Learn how to set up inspection access rules for your templates.
Si vous rencontrez des erreurs ou si vous avez des questions concernant l'intégration, veuillez contacter notre équipe de support technique client pour obtenir de l'aide.
1. Commencement de l'événement dans Google Agenda
Click Créer un Zap on the upper-left of the page.
Search and select Calendrier Google under "1. Trigger".
Click the "Trigger Event" dropdown menu and select Début de l'événement.
Click Continuer.
Select your Google Calendar account from the dropdown menu. If this is your first Zap with Google Calendar, click Se connecter à Google Calendar, then sign in to Google and add it to Zapier.
Click Continuer.
Click the "Calendar" dropdown menu and select the calendar you want to use and trigger new inspections.
Click Continuer.
Click Déclencheur de test and click Continuer once an event has been found.
2. Commencer une inspection dans SafetyCulture
In "2. Action", search and select SafetyCulture.
Click the "Action Event" dropdown menu and select Commencer l'inspection.
Click Continuer.
Select your SafetyCulture account from the dropdown menu. If this is your first Zap with SafetyCulture, click Se connecter à SafetyCulture and then add your SafetyCulture account to Zapier by logging in.
Click Continuer.
Click the "Template Name" dropdown menu to select the template you want to use for new inspections. Please note that only the 20 most recently modified templates are shown. If the template you want to use is not on the list, select the Custom tab from the dropdown menu and enter the template's unique identifier in the text field.
Click Tester et continuer. This starts a new inspection using the specified template.
Publish your Zap to start creating a new inspection for each event on your Google Calendar. We also recommend that you name your Zap on the upper-left corner of the page.
(Facultatif) 3. Envoyer un e-mail dans Gmail
You can add an additional action to notify team members of the new inspection and even create a deep link in the email body to take recipients straight to the inspection on the web app or the mobile app.
Click
at the bottom of the Zap.
Search and select Gmail.
Click the "Action Event" dropdown menu and select Envoyer un e-mail.
Click Continuer.
Select your Gmail account from the dropdown menu. If this is your first Zap with Gmail, click Se connecter à Gmail, then sign in to Google and add it to Zapier.
Click Continuer.
Configure the following fields:
To: Click the field and specify the email recipients you want to notify of a new inspection.
Subject: Click the field and specify the email subject. You can use details from the calendar event and the new inspection in the dropdown menu to create a naming convention. For example, "[1. Summary]: [2. Template Data Metadata Name]".
Body: Click the field and specify the email body. Similar to the subject field, you can use details from the calendar event and the new inspection to construct the email body. You can also use the "Audit ID" as part of the new inspection details to create a deep link that can take recipients straight to the inspection on the web app or mobile app. Check out the following example as a reference:
Click Continuer.
Click Tester et continuer. This should send an email to the recipients you specified.
Turn on your Zap to start creating a new inspection and email notify the specified recipients for each event on your Google Calendar. We recommend that you also name your Zap on the upper-left corner of the page.
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