Connect SafetyCulture and Insightly to Build Intelligent Automations
Choose a Trigger
When this happens...
Inspection Completed
Any Inspection Completed
Action Created
Inspection Started
Inspection Update
Inspection Archived
Inspection Unarchived
New Inspection
Inspection Cloned
Inspection Metadata
Inspection Archived Status
Inspection Deleted Status
Inspection Owner
Inspection Access
Inspection Organisation
Action Title Update
Action Update
Action Description Updated
Action Date Due Updated
Action Status Updated
Action Priority Updated
Action Labels Updated
Action Asset Updated
Action Site Updated
Inspection Location
Inspection Duration
Action Collaborators Added
Action Collaborators Removed
Choose an Action
Automatically do this!
Create Record
Update Record
List Contact
List Emails
List Events
List Leads
List Lead Sources
List Lead Statuses
List Milestones
List Notes
List Opportunities
List Organisations
List Pipelines
List Pipeline Stages
List Projects
List Relationships
List Tasks
List Team Members
List Teams
List Users
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Inspection Completed
Triggers when an inspection from a selected template is completed.
Any Inspection Completed
Triggers when any inspection is completed.
Action Created
Triggers when an action is created.
Inspection Started
Trigger when Inspection Started
Inspection Update
Trigger when Inspection Update
Inspection Archived
Trigger when Inspection Archived
Do thisActions
Action is the task that follows automatically within your SafetyCulture integrations.
Find Users by Email
Finds a user in your organization by email.
Create Inspection Edit Link
Creates a link that you can use to edit an inspection in iAuditor (web app and mobile app). Please note that the "view, edit" access level is required at a minimum to edit inspections.
Create Public Inspection Report Link
Creates a link that you can use to view an inspection report without logging in to iAuditor.
Start Inspection
Starts an inspection from a selected template.
Start Inspection Report Export
Starts exporting an inspection report to PDF or Word. We recommend that you create a "Delay" following this action to allow iAuditor enough time to export the inspection report.
Share Inspection
Shares an inspection with users and/or groups in your organization. Please note that the "view, edit" access level is required at a minimum to share inspections.
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Frequently Asked Questions
To start, connect both your SafetyCulture and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in SafetyCulture triggers actions in Insightly (or vice versa).
Absolutely. You can customize how SafetyCulture data is recorded in Insightly. This includes choosing which data fields go into which fields of Insightly, setting up custom formats, and filtering out unwanted information.
The data sync between SafetyCulture and Insightly typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between SafetyCulture and Insightly. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About SafetyCulture
SafetyCulture (formerly iAuditor) is a business platform to conduct inspections, capture issues, manage tasks, communicate clearly and train working teams.
Learn MoreAbout Insightly
Insightly is a powerful CRM and project management tool designed to help businesses manage customer relationships, track sales, and streamline project workflows. With Insightly, you can easily organize and manage your contacts, leads, and opportunities, as well as collaborate with your team on projects and tasks.
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