Creating follow up tasks based on audit results is a really powerful way to ensure that your sites are performing at the highest level. We'll talk through how to set up this integration in the steps below.
A heads up - you'll need:
A Standard Plan account on Trail - upgrade in your billing if needed.
A Premium iAuditor account
A Zapier Account
All zaps work with triggers (to start the workflow) and actions - the event you're hoping to automate. In this case, the trigger is an audit completion and the action is the follow-up task.
Step 1 - Trail
Create a task called 'Audit Follow Up' or something along those lines. This will be the task that is used in the zap. You'll need to make sure it has an Automated Schedule, which means it'll only be triggered by the zap.
You'll be able to select a number of days you want this task to run - this will be how long you want to give teams to complete the follow up actions.
You're able to override this each time by adding a field to your audit with a due date.
Step 2 - iAuditor
Hopefully at this stage you already have an iAuditor account and some audit templates setup. If not, now’s your chance 📝
Once you have setup an audit, we need to add a few extra fields to the template:
Follow up actions for Trail - this will be simplest if kept as 1 field with all actions.
Deadline for completion - this is to set the due time of the task on Trail
Site ID or Name - to determine which site to assign the task to
Next, complete the audit with some example data to help with later stages. You'll need to add in a real site name or ID.
This is a good time to note down your iAuditor API key. This can be found in your profile settings under "API Tokens."
Step 3 - link the two via Zapier
To set up a Zapier account and link it with Trail, follow the steps in this article.
You'll need to set up a new zap to get started. When setting up the trigger, choose iAuditor with the 'Inspection Completion' event.
Setting up the Action
You'll need to select Trail as the app and 'Create Task' as the action.
Then you'll be able to choose your task - the one we made earlier.
For the site ID, click the box on the right of the text box where you can bring answers from the audit in. In this case the field where you entered the Demo site ID.
Same idea for the description. Bring in the follow-up item answer from iAuditor as well as some advanced formatting if you fancy being a pro.
Lastly, bring in the due date from iAuditor too and then hit continue.
And finally, give that a test and watch the task magically appear on your demo site.
Note: Zapier premium allows multistep zaps. This allows the full report to be shown via a link alongside a dropdown list for sites (as shown in the video).