Obtaining Inspection Checklist Data via Zapier

How can I leverage Inspection Checklists in Zapier?

What does the Inspection Checklist trigger do?

The Inspection Checklist Trigger allows Zapier to know when a new Inspection Checklist has been created and added to a Job. You can leverage this trigger to trigger taking other actions. For example, if a new Inspection Checklist is added to a job you could use this trigger event to call the Inspection Checklist action to retrieve the questions and answers to that checklist.

What does the Inspection Checklist action do?

With the Inspection Checklist Action Zap you can now access all the data associated with an Inspection Checklist. Specifically you can access the Inspection Checklist Questions and Answers recorded during capture. In the Code Snippet (below) you will find a sample of all the data you can get back from using this Zap. Your team can use as much or as little of the data as you want in your workflows.

How can I set up Inspection Checklists in Zapier?

In the Zapier Editor, Search for Hover and select the Inspection Checklist Created trigger.
Select your organization’s account and “Allow” access to the integration if prompted.
If you’d like to use the Inspection Checklist action in conjunction with the trigger, select the + button and then the Download Inspection Checklist List Questions and Answers Action.
Connect to your organization's account.
In the “Job ID associated with the Inspection Checklist” field, select the JobID data pill to populate your Zap with the Job ID from the Zapier trigger used in conjunction with this action.
You have connected everything you need for your trigger and action to work! This action will access all the data on the most recent Inspection Checklist associated with the Job ID from the Inspection Checklist trigger (see data in Code Snippet). In order to use the data from your action, click the + button and explore the different zaps you could populate this data into. For example you could use a Zap from Google Docs to populate this data into a Google Docs sheet.
When you have selected a follow up action you will be able to select the data pills from the Download Inspection Checklist Questions and Answers action that are relevant to you!

Note: 🛑 This information becomes available only when you have an Inspection Checklist on a Job in your authenticated Hover account. The following data is an example resulting from a specific demo account.🛑

Code Snippet

{  
    "id": "9f5e57b0-d9fe-4d73-a3fb-b88a639abbd2",  
    "job_id": 9735408,  
    "questions": \[  
        {  
            "id": "25ef0fb7-d273-415f-9b2b-a9034f38bbfd",  
            "sort_order": 0,  
            "question_type": "string",  
            "question_text": "Property owner's name?",  
            "answer_value": "Geoff",  
            "images": \[]  
        },  
        {  
            "id": "f298f000-a0c5-44e5-8af9-e073774a2121",  
            "sort_order": 0,  
            "question_type": "boolean",  
            "question_text": "Are there any broken windows or parts? If yes, please upload or take a photo of all damaged windows/parts.",  
            "answer_value": "true",  
            "images": \[]  
        },  
        {  
            "id": "1d6dd065-5319-4f64-ba1d-e57e97cbe280",  
            "sort_order": 0,  
            "question_type": "string",  
            "question_text": "Please add any additional notes and photos that will be necessary for the purpose of generating an estimate, material order, or installation.",  
            "answer_value": "",  
            "images": \[]  
        },  
        {  
            "id": "f2fac7de-c0ce-4f4f-824a-1972ec2d0199",  
            "sort_order": 1,  
            "question_type": "string",  
            "question_text": "Property owner's preferred contact method and info? Please specify email, text, or phone call.",  
            "answer_value": "Carrier Pigeon",  
            "images": \[]  
        },  
        {  
            "id": "7c1913e1-34f9-47e1-ae13-48113f90f8dc",  
            "sort_order": 1,  
            "question_type": "select",  
            "question_text": "Please specify and provide photos of the window style:",  
            "answer_value": "Grids",  
            "images": [  
                {  
                    "redirect_url": "http://ehi.hover.to/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBL0lEQnc9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--a563d7d1f99eecc07660b8c6b9b0708905c10765/B01670AC-305D-4EF6-8AE1-85D008CD8759.jpg",  
                    "created_at": "2023-07-17T21:54:43.253Z"  
                }  
            ]  
        },  
        {  
            "id": "2d679843-561c-43b1-b4ce-ea1bc66f57a3",  
            "sort_order": 2,  
            "question_type": "boolean",  
            "question_text": "Is this report for an insurance claim?",  
            "answer_value": "",  
            "images": \[]  
        },  
        {  
            "id": "a96689b0-902f-4fc6-bbcc-b10329c3da56",  
            "sort_order": 2,  
            "question_type": "select",  
            "question_text": "Do the windows have full or half screens? Please provide photos.",  
            "answer_value": "Both",  
            "images": \[]  
        },  
        {  
            "id": "0b958213-e455-4d19-8a71-05b64545edb1",  
            "sort_order": 3,  
            "question_type": "boolean",  
            "question_text": "Is a permit required for this project?",  
            "answer_value": "",  
            "images": \[]  
        },  
        {  
            "id": "72cc8851-5c8c-4bcc-857b-9f2abb82c397",  
            "sort_order": 3,  
            "question_type": "select",  
            "question_text": "Are there blinds on the windows? Please provide photos.",  
            "answer_value": "Yes",  
            "images": \[]  
        },  
        {  
            "id": "d2703fb7-b757-4f19-8e11-bb3971f13644",  
            "sort_order": 4,  
            "question_type": "number",  
            "question_text": "How many stories does the structure have?",  
            "answer_value": "2",  
            "images": \[]  
        },  
        {  
            "id": "e3d686a0-2286-4749-90ce-0af35db90be1",  
            "sort_order": 4,  
            "question_type": "select",  
            "question_text": "Do the interior window sills/trim need to be replaced? Please provide photos.",  
            "answer_value": "No",  
            "images": \[]  
        },  
        {  
            "id": "58491396-a9a0-4e4e-8ab8-ada471b03e44",  
            "sort_order": 5,  
            "question_type": "boolean",  
            "question_text": "Is there evidence of lead paint?",  
            "answer_value": "true",  
            "images": \[]  
        },  
        {  
            "id": "8c9dbf34-9c29-497f-9ae0-85db28cdbb20",  
            "sort_order": 5,  
            "question_type": "select",  
            "question_text": "Is there evidence of interior water damage? Please provide photos.",  
            "answer_value": "No",  
            "images": \[]  
        },  
        {  
            "id": "7dff3d43-9cf1-4c65-87b5-91e05d502d74",  
            "sort_order": 6,  
            "question_type": "select",  
            "question_text": "Does the customer want to change the opening sizes? If yes, please provide photos and markup each photo with dimensions.",  
            "answer_value": "No",  
            "images": \[]  
        },  
        {  
            "id": "929590dd-57b9-45de-92ce-030d1af8b40d",  
            "sort_order": 7,  
            "question_type": "select",  
            "question_text": "Are there electric wires or water running near the cutout we should be aware of? If yes, please provide photos.",  
            "answer_value": "No",  
            "images": \[]  
        },  
        {  
            "id": "b09c9b19-2ace-4dfa-9c5f-fcfc8ab9de03",  
            "sort_order": 8,  
            "question_type": "boolean",  
            "question_text": "Please inspect the trim around the windows - is there evidence of exterior wood rot on brick mold or on the window sills? If yes, please provide photos.",  
            "answer_value": "true",  
            "images": \[]  
        },  
        {  
            "id": "1d93ff23-8144-41ff-aa9a-2bc8c297f2e4",  
            "sort_order": 9,  
            "question_type": "boolean",  
            "question_text": "Does the interior or exterior framing need to be replaced? If yes, please provide photos.",  
            "answer_value": "true",  
            "images": \[]  
        },  
        {  
            "id": "7c54e14d-80db-4e54-947e-5b382f06ce3c",  
            "sort_order": 10,  
            "question_type": "boolean",  
            "question_text": "Are there any obstructions to windows from the ground floor, first floor, or second floor? If yes, please provide photos.",  
            "answer_value": "",  
            "images": \[]  
        }  
    ],  
    "report_pdf": {  
        "id": 457785,  
        "name": "report_pdf",  
        "record_id": "9f5e57b0-d9fe-4d73-a3fb-b88a639abbd2",  
        "record_type": "Inspection::Checklist",  
        "blob_id": 459771,  
        "created_at": "2023-07-17T21:55:32.053Z",  
        "pdf_url": "<http://ehi.hover.to/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBL3NEQnc9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--6d2dae88d234310e009e7b6ff379463765ee42f3/9735408_checklist_report.pdf">  
    }  
}

What are Hover’s Inspection Checklists?

To learn more about Inspection checklists, check out our API docs and help docs.