Connect SafetyCulture and Kylas CRM
Integrate SafetyCulture with Kylas CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Credential Settings in Safetyculture when New Contact in Kylas-crm
List Inspections in Safetyculture when New Contact in Kylas-crm
List Schedule Assignees in Safetyculture when New Contact in Kylas-crm
List Schedule Occurrences in Safetyculture when Lead Updated in Kylas-crm
List Site Members in Safetyculture when Lead Updated in Kylas-crm
Popular SafetyCulture + Kylas CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
SafetyCulture
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
Kylas CRM
Automatically do this!
Create or Update Lead
Create Contact
Create Company
Create Deal
Find Contacts
Search Deal
Find Company
Search Lead
Delete Lead
Update Company
Update Contact
Create Deal Note
Create Call Log for Deal
List Credential Settings in Safetyculture when New Contact in Kylas-crm
Use this flowList Inspections in Safetyculture when New Contact in Kylas-crm
Use this flowList Schedule Assignees in Safetyculture when New Contact in Kylas-crm
Use this flowList Schedule Occurrences in Safetyculture when Lead Updated in Kylas-crm
Use this flowList Site Members in Safetyculture when Lead Updated in Kylas-crm
Use this flowStart Inspection in SafetyCulture when New Deal in Kylas-crm
Use this flowList Inspection Items in Safetyculture when New Deal in Kylas-crm
Use this flowList Inspections in Safetyculture when New Deal in Kylas-crm
Use this flowList Schedule Assignees in Safetyculture when New Deal in Kylas-crm
Use this flowList Schedule Occurrences in Safetyculture when New Deal in Kylas-crm
Use this flowSupported Triggers & Actions
Everything you can automate between SafetyCulture and Kylas CRM.
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About SafetyCulture
SafetyCulture (formerly iAuditor) is a business platform to conduct inspections, capture issues, manage tasks, communicate clearly and train working teams.
Learn moreSimilar apps
About Kylas CRM
Kylas CRM is an enterprise-grade sales CRM for growing businesses to manage leads, contacts, deals, tasks, automation, and team productivity in one place.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SafetyCulture and Kylas CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between SafetyCulture and Kylas CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Kylas CRM. No coding required.
Yes. You can set up a workflow where SafetyCulture triggers actions in Kylas CRM, and a separate workflow where Kylas CRM triggers actions in SafetyCulture. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between SafetyCulture and Kylas CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SafetyCulture and Kylas CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
