Integrations SafetyCulture personalize
SafetyCulture + personalize

Connect SafetyCulture and personalize to Build Intelligent Automations

Choose a Trigger

SafetyCulture

When this happens...

Choose an Action

personalize

Automatically do this!

Enable Integrations or automations with these events of SafetyCulture and personalize

Enable Integrations or automations with these events of SafetyCulture and personalize

Triggers

Inspection Completed

Inspection Completed

Triggers when an inspection from a selected template is completed.

Any Inspection Completed

Any Inspection Completed

Triggers when any inspection is completed.

Action Created

Action Created

Triggers when an action is created.

Inspection Started

Inspection Started

Trigger when Inspection Started

Inspection Update

Inspection Update

Trigger when Inspection Update

Inspection Archived

Inspection Archived

Trigger when Inspection Archived

Actions

Find Users by Email

Find Users by Email

Finds a user in your organization by email.

Create Inspection Edit Link

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

Create Public Inspection Report Link

Creates a link that you can use to view an inspection report without logging in to iAuditor.

Start Inspection

Start Inspection

Starts an inspection from a selected template.

Start Inspection Report Export

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

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

How do I start an integration between SafetyCulture and personalize?

To start, connect both your SafetyCulture and personalize accounts to viaSocket. Once connected, you can set up a workflow where an event in SafetyCulture triggers actions in personalize (or vice versa).

Can we customize how data from SafetyCulture is recorded in personalize?

Absolutely. You can customize how SafetyCulture data is recorded in personalize. This includes choosing which data fields go into which fields of personalize, setting up custom formats, and filtering out unwanted information.

How often does the data sync between SafetyCulture and personalize?

The data sync between SafetyCulture and personalize typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from SafetyCulture to personalize?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between SafetyCulture and personalize?

Yes, you can set conditional logic to control the flow of data between SafetyCulture and personalize. 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.

SafetyCulture

About SafetyCulture

SafetyCulture (formerly iAuditor) is a business platform to conduct inspections, capture issues, manage tasks, communicate clearly and train working teams.

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personalize

About personalize

Personalize is a tool to identify what each customer is most interested in at any given moment so you can promote the right product or service at the right time.

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