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In this article, we are looking at the specific 'Asset Inspected' Event which can be found in Work Wallet's Zapier Event list. This event is triggered when you complete an Asset Inspection in the mobile app.
When creating your Zap, first select the Work Wallet application, then the 'Asset Inspected' Event. Click to Continue.
Select your Work Wallet account and Test the Trigger to continue to your action.
In this example, we will look at a Zap to store the completed Asset Inspection document in OneDrive, but you can use the basis of this guide to create any integration your imagination can muster!
First, choose your app & event - in this example, the app is OneDrive and the Event is 'Upload File'
Then, you need to set up the action you want the Zap to take when a new Asset Inspection document is created. There are 6 data points that will come over with the Audit data, and you can use this information to form part of the actions that you want to complete.
- Asset Name - The name given to the Asset
- Inspection Date and Time - The date and time the inspection was completed
- Asset Identifier - The unique given Asset ID
- Inspection Document - The URL of the Inspection file
- Inspection Identifier - A unique ID to support integrations
- Inspection Type - The name of the inspection type completed
We can use these data points to customise our OneDrive integration as desired. Firstly, we need to choose which folder to put the document in. If the folder doesn't exist, Zapier will create a new folder with the name specified.
In this example, we have created a root folder called /Zapier and then a Sub Folder with the Asset ID and a further Sub Folder for the inspection type. This can be helpful as any subsequent documents completed for this Asset, will also get saved in the corresponding folder.
To do this, we have selected the 'Custom' folder option and manually added the /Zapier/ folder name. After that we have selected the 'Asset Identifier' data point, which will dynamically create the folder, based on the Asset ID. Following that, we have added the / and selected the 'Inspection Type' data point.
Then, we need to select the file. This is as simple as selecting the 'Inspection Document' data point as shown below.
The final step is to then set the file name. You can take some creative liberty here such as using the Site Name or custom wording - or you can simply choose the 'Inspection Date and Time' data point.
Important: You must add a .pdf file extension at this stage, for the document to import correctly.
That's it! Test your action to check everything's working as expected, by either viewing your OneDrive online or on your desktop device sync. Any new folders will be created automatically and your new Inspection document will be saved and ready to view.