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Question

Export PDF from Safety Culture

  • 15 February 2024
  • 11 replies
  • 30 views
Z

Hi guys,

I have been struggling with extracting PDF from safety culture audit to be emailed as an attachment but the zap doesn’t email with PDF attachments.

I believe I used all the right action items the order and with appropriate delays in between.

 

 

 

11 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @Zarik 

We would need to see screenshots with how your Zap steps are configured to have full context, thanks.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Z

Hi Troy,

Here are the screen shots.

  1. Start Inspection Report Export
  2. Get Exported Inspection Report
  3. Create Public Inspection Report Link

 

 

Troy Tessalone
Userlevel 7
Badge +14

@Zarik 

What about how Zap Step 7 is configured?

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Z

Hi Troy,

 

Step 7 looks like this.

 

 

Troy Tessalone
Userlevel 7
Badge +14

@Zarik

Can you show an example where the link did not work?

For live Zaps, check your Zap Runs history to see the DATA IN/OUT for each Zap step to help you troubleshoot:

https://zapier.com/app/history/

 

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Z

Hi Troy,

The Zap works without any error reporting (see below), except that email (shown below) doesn't have attached PDF.

 

 

Troy Tessalone
Userlevel 7
Badge +14

@Zarik 

In your Zap step 7 that sends the email, there is no attachment configured.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Z

Hi Troy,

While experimenting, I did add public link action to that field, but it gave me a file attachment that wasn’t a PDF. See below.

I then changed to exported PDF in that field, but it gave me a text file, see below.

I was under a assumption that I don’t need to enter anything in attachment field for step 7, as export PDF action should do the job.

Isn’t PDF extraction is handled by Start Inspection Report Export + Get Export Inspection Report?

Please advise.

 

 

Troy Tessalone
Userlevel 7
Badge +14

@Zarik 

A field must have a value mapped for the field to do anything.

 

Wondering if this report link is not a direct download file link.

 

You may have to reach out to the SafetyCulture Support for guidance about their Zap app integration.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Z

Hi Troy,

Thanks for your help.

The public link is not a direct download link. It open browser from where you need to click download the PDF again.

Unfortunately  Start Inspection Report Export + Get Export Inspection Report doesn't seem to be doing anything. I recall it use to work fine couple of years ago.

 

Troy Tessalone
Userlevel 7
Badge +14

@Zarik 

You may have to reach out to the SafetyCulture Support for guidance about their Zap app integration.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor

Reply


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