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Log inspection results to a spreadsheet via Make

Automatically add every completed inspection in Lumiform to a Google Sheet, Excel Online, or other spreadsheet by connecting Lumiform and Make using Webhooks.

What you need

  • Plan requirement: This feature is available on Enterprise plans.
  • Permissions: Admin permissions in Lumiform to access webhook settings.
  • Third-party accounts:
    • Active Make account
    • Spreadsheet service connected to Make (e.g., Google Sheets, Microsoft Excel Online)

Step-by-step setup

  1. Create a new scenario in Make

    • Log in to make.com.
    • Click “Create new scenario.”
  2. Add a Webhooks module as the trigger

    • Search for and add the “Webhooks” module.
    • Select “Custom webhook.”
    • Click “Add,” name your webhook (e.g., “Lumiform Inspections”), and copy the generated URL.

    webhooks

  3. Register the webhook in Lumiform

    • Log in to Lumiform as an Admin.
    • Go to Administration > Webhooks.
    • Click “Add Webhook” and paste in your Make webhook URL.
    • Select Inspection completed as the event.
    • Save your changes.

     

  4. Test the connection 

    • Trigger an inspection completion in Lumiform.
    • In Make, watch for the webhook to be received and confirm you’re getting the event and record ID.
  5. (Optional & recommended) Retrieve full inspection details

    • Add an HTTP module in Make.
    • Use the inspection record ID from the webhook payload to make a GET request to the Lumiform Public API.
    • Authenticate with your API token to fetch the full inspection data.
  6. Add a spreadsheet module

    • Search for and add the Google Sheets or Excel Online module.
    • Configure it to “Add Row” and map fields from the webhook (or API result) to the spreadsheet columns you want.
  7. Test and activate your scenario

    • Run a test to confirm that new inspections are logged.
    • Activate the scenario for ongoing automation.

Example use cases

  • Centralized reporting: Maintain an up-to-date record of all inspections in a single spreadsheet for management review.
  • KPI tracking: Automatically update safety or quality KPIs based on completed forms.
  • Audit readiness: Keep a live audit trail of every inspection, accessible to auditors or stakeholders at any time.

Troubleshooting: common errors and fixes

  • Rows aren’t added: Double-check your workflow is active, the webhook is enabled in Lumiform, and the Make scenario has the correct event trigger.
  • Only record ID is recorded: Remember, Lumiform webhooks send only the event type and record ID. Add an HTTP step to fetch full inspection details via the Public API if detailed data is needed.
  • Spreadsheet module errors: Make sure the spreadsheet is shared with Make, is accessible, and any necessary authentication is correctly set up.

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