Overview

Zapier Integration

Currently our Zapier app is invite only. To use it just sign up for a Zapier account and click the link below.
https://zapier.com/developer/invite/71547/a0cc77f8324dc00d8f07966300699bc5/

Connect Your Apps and Automate Workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

InspectAll has a  Zapier app which allows you to easily connect with over 750 other apps and services such as Salesforce, Quickbooks, Gmail....  If you'd like access to our Zapier app just submit a request to support@inspectall.com or contact your account rep.  Currently InspectAll supports the following Zaps:

Triggers (Bringing data into Zapier)

Triggers notify Zapier when something happens in InspectAll.  For example you could create a Zap based on the "New Account" trigger to create a new Account in Salesforce when a new account is created in InspectAll.

  • New Account - Fires after an account has been created.
  • Closed Folder - Fires after a folder has been closed
  • New Form - Fires after a new form is created.
  • Completed Form - Fires after a form is marked complete.
  • New Priority-High - Fires when a High priority is found on a form.
  • New Priority-Medium - Fires when a Medium priority is found on a form.
  • New Priority-Low - Fires when a Low priority is found on a form.
  • New Folder File - Fires when a new file is attached to a folder (used for exporting reports).

Actions (Zapier sending data out)

Actions are what we allow you to push into InspectAll.  For example you could create a Zap which creates a new account in InspectAll when a new account is created in Salesforce.

  • Create Folder - Allows you to create a folder (you must know the type of folder and account you'd like to create the folder in)
  • Create Account - Allows you to create a new account in InspectAll.
  • Create Folder Report - Allows you to create a PDF report of a folder and optionally attach it to the folder (thus triggering a New Folder File trigger which you can setup a zap for. This action is how you would go about sending a folder report to another service.)

Searches (Finding existing records)

Searches allow you to request an object by a search term.  For example as part of your Zap you could do a quick search of accounts to see if it exists before you create a new one.

  • Find Account

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