Start and pre-fill a new SafetyCulture inspection from a template via the API

domain: developer.safetyculture.com · 6 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. Find the template to use with `GET /templates/search?field=template_id&field=name` (add `modified_after`/`archived` filters as needed).
  2. Create the inspection with `POST /audits`, passing the `template_id` and a `header_items` array of `{item_id, label, type, responses}` objects to pre-fill fields like the inspection title or equipment serial number.
  3. Capture the `audit_id` returned in the response for use in later steps.
  4. If the person who will conduct the inspection isn't known yet, look up their user ID via `POST /users/search` with their email address.
  5. Share the inspection with that user or group with `POST /audits/{audit_id}/share`, passing `{"shares":[{"id":"<user_or_group_id>","permission":"edit"}]}`.
  6. Automate recurring inspections by triggering the create-and-share calls on a schedule (cron, Zapier, etc.).

Known gotchas

Related routes

Share an existing SafetyCulture inspection with specific users or groups via the API
developer.safetyculture.com · 5 steps · unrated
Create, retrieve, and update SafetyCulture Issues (hazards/incidents) via the API
developer.safetyculture.com · 6 steps · unrated
Search and retrieve completed inspections and media via the SafetyCulture (iAuditor) API
safetyculture.com · 5 steps · unrated

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