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Connect OpenCRM to SafetyCulture and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
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Select a trigger from OpenCRM

A trigger is an event that starts your Zap and runs the workflow."
A trigger is the event that kicks off your automated workflow.

Setup an action from SafetyCulture

An action is what takes place after the automation is triggered. For example, with SafetyCulture, the action could be "Create Inspection Edit Link."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected OpenCRM to SafetyCulture

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Triggers and actions are the main components of every automated workflow.

Connect OpenCRM and SafetyCulture to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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Connect OpenCRM and SafetyCulture to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • OpenCRM triggers, actions, and search
    New/Update Activity

    Create or update an Activity in your OpenCRM system.

    Action
    Write
  • OpenCRM triggers, actions, and search
    New/Update Contact

    Create or update a Contact in your OpenCRM system.

    Action
    Write
  • OpenCRM triggers, actions, and search
    New/Update Opportunity

    Create or update an Opportunity in your OpenCRM system.

    Action
    Write
  • SafetyCulture triggers, actions, and search
    Any Inspection Completed (Advanced)

    Triggers when any inspection is completed. Advanced provides additional fields.

    Trigger
    Scheduled
    Try It
  • OpenCRM triggers, actions, and search
    New/Update Company

    Create or update a new company in your OpenCRM system.

    Action
    Write
  • OpenCRM triggers, actions, and search
    New/Update Lead

    Create or update a Lead in your OpenCRM system.

    Action
    Write

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About OpenCRM
OpenCRM is a UK CRM system that helps you manage sales, customers, contacts, finances, projects, and more.
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Related categories
  • CRM (Customer Relationship Management)
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    About SafetyCulture
    SafetyCulture (formerly iAuditor) is a business platform to conduct inspections, capture issues, manage tasks, communicate clearly and train working teams.
    Related categories

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