How SafetyWallet Transformed Operations With Zoho Creator

30.07.24 02:37 PM By Kim

SafetyWallet, established in 1997, is a leading provider of Occupational Health and Safety compliance solutions across South Africa. 


The company specialises in audits, training courses, hazard identification, and risk assessment services. With a strong network of offices nationwide, SafetyWallet supports employers in creating safer, healthier work environments in line with the Occupational Health and Safety Act.


Employers subscribing to SafetyWallet gain access to:

  • OHS Online Cloud-Based Management System: Centralised management of risk assessments and incident reporting.
  • Health and Safety e-Learning: Comprehensive training modules to keep teams compliant with the latest safety standards.
  • Virtual and Telephonic Support: Expert advice for prompt resolution of safety challenges.
  • Compliance Discounts and Rewards: Financial incentives for high compliance standards.

In addition, The SafetyWallet Triple P Health and Safety Management System (HSMS), free to subscribers and supported by MAKROSAFE, enhances workplace safety and legal compliance.


Their experienced team offers comprehensive assistance in navigating the complexities of health and safety practices, ensuring adherence to industry standards.

The Challenge

SafetyWallet faced a challenge in managing purchase orders efficiently. The existing process required vendors to send attachments separately, which users then manually uploaded to the respective purchase orders.

This approach was not only time-consuming but also prone to delays.

To streamline operations and improve accuracy, the team at SafetyWallet required an automated mechanism that would enable vendors to directly upload their attachments to purchase orders.

The Solution

The answer to SafetyWallet's challenge was a custom application developed in Zoho Creator, implemented with the expertise of DSL Telecom's Zoho implementation team.

Each Zoho Books purchase order receives an automatically-generated URL from the Zoho Creator application.
Safety Wallet


Industry Type: Consulting


Type Of Business: Privately Held


Headquarters: Johannesburg 


Employees: 10


Zoho Applications That Helped Us:

Zoho Creator

Zoho Books

Zoho Desk

This URL, accessible from within the SafetyWallet vendor portal, directs vendors to a dedicated page in the Zoho Creator application. On this page, vendors can easily upload their supporting documents directly to the purchase order, streamlining the process and eliminating the need for manual uploads by SafetyWallet.

Zoho Desk is also integral to managing the document-upload process. When a vendor uploads supporting documents via Zoho Creator, a ticket is automatically created in Zoho Desk. This generates a custom email notification to the relevant user, informing them of the new documents. The user can then review the attachments, and either approve or reject the documents as needed. DSL Telecom expertly integrated Zoho Desk and Zoho Creator, ensuring efficient tracking and management of documents, streamlining the approval process, and keeping the system well-organised.

In summary, the custom application serves as an efficient gateway for document uploads, featuring a streamlined approval process. This empowers vendors to manage their own attachments, reducing the need for manual intervention by SafetyWallet.

To ensure they maximise their ROI on their Zoho software investment, SafetyWallet signed up for a DSL Telecom Customer Success Plan which provides them with dedicated, expert guidance throughout their ever-evolving Zoho software journey.

Testimonial From SafetyWallet

''From the very beginning, DSL Telecom demonstrated a deep understanding of our requirements. Their team took the time to listen, analyse, and propose the best approach to achieve our objectives. Their knowledge of Zoho Creator and their ability to translate our ideas into a functional tool was truly impressive. We highly recommend DSL Telecom to any organisation seeking a reliable and knowledgeable partner. Their dedication, expertise, and exceptional service have made a profound impact on our business.'' ~ John Terblanche, Executive Director.
Is your business also ready to start an exciting journey with Zoho software? Team up with DSL Telecom, an award- winning Zoho consulting partner, and benefit from consultation, data migration, customisation, development and third-party application integration services.
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Kim