Using the Worx Safety - Zapier Integration
Overview
Worx Safety integrates with Zapier, giving you seamless connectivity to over 6,000 apps and systems without writing any code. This integration allows you to automate workflows between Worx Safety and popular business tools including Microsoft 365 (Teams, OneDrive, SharePoint, Active Directory, Outlook), Google Workspace (Drive, Gmail), Slack, and thousands more.
Getting Started
Step 1: Generate Your API Key
To connect Worx Safety with Zapier, you'll need to generate an API key from your Worx Safety account.
- Log in to your Worx Safety admin portal at app.worxsafety.com.au
- Navigate to Integrations > API Tokens
- Click Create Token
- Give your key a descriptive name (e.g., "Zapier Integration")
Note: Only company administrators can generate API keys. If you can't see the Integrations menu item, send through a support ticket and we will update.
Step 2: Connect to Zapier
- Log in to your Zapier account (or create one if you haven't already)
- Search for "Worx Safety" in the app directory
- Click Connect and enter your API key when prompted
- Test your connection to confirm it's working
Step 3: Create Your First Zap
Once connected, you can start building automated workflows (called "Zaps") that trigger actions between Worx Safety and your other business applications.
Use Cases for Construction and Trades Businesses
Document Storage and Backup
Automatically save safety documents to your cloud drive
When a SWMS, inspection certificate, or risk assessment is completed in Worx Safety, automatically save a copy to your OneDrive, SharePoint, or Google Drive folder. This ensures all compliance documentation is backed up and accessible to your team.
Example Zap: New SWMS Approved in Worx Safety → Upload PDF to SharePoint "Safety Documents" folder
Team Notifications
Keep supervisors informed in real-time
Send automatic notifications to Microsoft Teams or Slack channels when important safety events occur, such as completed inductions, incident reports, or expiring licences.
Example Zap: New Incident Report in Worx Safety → Post Message to #safety-alerts Slack Channel
Email Automation
Distribute safety documentation automatically
When employees or contractors complete their inductions, automatically email their certificates to site managers, HR, or the workers themselves via Outlook or Gmail.
Example Zap: Induction Completed in Worx Safety → Send Email via Gmail with Certificate Attached
Licence and Insurance Expiry Alerts
Never miss a renewal deadline
When a contractor's licence or insurance is approaching expiry, automatically create tasks in your project management tool (Asana, Trello, Monday.com) or send calendar reminders.
Example Zap: Licence Expiring in 30 Days → Create Task in Asana for Admin Team
CRM and Job Management Integration
Sync contractor data with your business systems
When new contractors are added to Worx Safety, automatically create or update their records in your CRM or job management software like Simpro, ServiceM8, or HubSpot.
Example Zap: New Contractor Added in Worx Safety → Create Contact in HubSpot CRM
Spreadsheet Reporting
Build compliance dashboards automatically
Export completed induction data, site check-ins, or SWMS approvals to Google Sheets or Excel for reporting and analysis.
Example Zap: Weekly → Export All Completed Inductions to Google Sheets
Onboarding Workflows
Streamline new starter processes
When a new employee is added to your HR system (such as Employment Hero or KeyPay), automatically invite them to complete their Worx Safety induction.
Example Zap: New Employee in Employment Hero → Send Induction Invite in Worx Safety
Tips for Getting the Most from Your Integration
- Start simple: Begin with one or two Zaps and expand as you become comfortable
- Use filters: Zapier allows you to add conditions so Zaps only run when specific criteria are met
- Test thoroughly: Always test your Zaps with sample data before going live
- Monitor your Zaps: Check your Zapier dashboard periodically to ensure your automations are running smoothly
Frequently Asked Questions
Do I need a paid Zapier account?
Zapier offers a free tier with limited Zaps and tasks per month. For most businesses with multiple automations, a paid plan is recommended.
Can I have multiple API keys?
Yes, you can generate multiple API keys for different purposes. This is useful if you want to track usage or revoke access for specific integrations without affecting others.
Is my data secure?
All data transferred between Worx Safety and Zapier is encrypted using industry-standard SSL/TLS encryption. Zapier is SOC 2 Type II certified.
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