Worx Safety and Salesflare

How to connect Worx Safety

What you can automate

  • When new Form Submission in Worx Safety, find or create contact in Salesflare.
  • When new Issue in Worx Safety, create task in Salesflare.
  • When updated Issue in Worx Safety, create task in Salesflare.
  • When new Task in Salesflare, create Issue in Worx Safety.

About Worx Safety

Worx Safety is a safety management platform to manage workplace inductions, training, sites, assets, forms, SWMS, and safety records.

Worx Safety operations on Zapier

Triggers (17)

Start a workflow when this happens

  • Completed SWMS — Triggers when a SWMS is completed.
  • New Asset — Triggers when a new asset is created.
  • New Form Submission — Triggers when a form is submitted.
  • New Inductee — Triggers when a new inductee is created.
  • New Induction — Triggers when a new induction is created.
Show 12 more triggers
  • New Issue — Triggers when a new issue is created.
  • New Register — Triggers when a new register is created.
  • New Register Entry — Triggers when a new register entry is created.
  • New Site — Triggers when a new site is created.
  • New Training — Triggers when training is assigned.
  • Updated Asset — Triggers when an asset is updated.
  • Updated Inductee — Triggers when an inductee is updated.
  • Updated Induction — Triggers when an induction is updated.
  • Updated Issue — Triggers when an issue is updated.
  • Updated Register — Triggers when a register is updated.
  • Updated Register Entry — Triggers when a register entry is updated.
  • Updated Training — Triggers when training is updated.

Actions (8)

Things Salesflare can make it do

  • Create Asset — Creates a new asset.
  • Create Asset Service Item — Creates a service item for an asset.
  • Create Inductee — Creates a new inductee.
  • Create Issue — Creates a new issue.
  • Create Site — Creates a new site in the system.
Show 3 more actions
  • Update Asset — Updates an existing asset by ID.
  • Update Asset Service Item — Updates an existing asset service item by ID.
  • Update Inductee — Updates an existing inductee by ID.

Searches (24)

Look up existing records

  • Get Asset — Gets an asset by ID.
  • Get Asset Documents — Gets documents for an asset.
  • Get Asset Maintenance Records — Gets maintenance records for an asset.
  • Get Asset Prestarts — Gets prestart records for an asset.
  • Get Assets — Gets a list of assets that match the search parameters.
Show 19 more searches
  • Get Contractor — Gets a contractor by ID.
  • Get Contractor Inductees — Gets a list of inductees for a contractor.
  • Get Contractors — Gets a list of contractors that match the search parameters.
  • Get Entry Details — Returns a single entry object.
  • Get Entry File Link — Gets a temporary download link and metadata for a register entry file.
  • Get Entry Files — Gets files attached to a register entry.
  • Get Inductee — Gets an inductee by ID.
  • Get Inductee Documents — Gets documents for an inductee.
  • Get Inductee Inductions — Gets a list of inductions for an inductee with their status.
  • Get Inductee Issues — Gets issues assigned to an inductee.
  • Get Inductee Training — Gets training records and status for an inductee.
  • Get Inductees — Gets a list of inductees that match the search parameters.
  • Get Induction Records — Gets records for an induction.
  • Get Issue — Gets an issue by ID.
  • Get Issues — Gets a list of issues that match the search parameters.
  • Get Register — Gets an register by ID.
  • Get Register Entries — list of entries for a register.
  • Get Registers — Gets a list of registers that match the search parameters.
  • Get Training Records — Gets training records.

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