Inventory & Supply ChainPurpose
1.2. Automator ensures inventory levels are maintained without manual intervention, automating supplier reminders, ETA confirmations, and delivery status updates.
1.3. Automate notifications for missing, delayed, or short-supplied items, reducing operational bottlenecks and enabling proactive supply chain correction.
1.4. Automates compliance by keeping digital logs and actionable reports, helping optimize future supplier engagements.
Trigger Conditions
2.2. Trigger automates based on inventory reaching reorder levels (dynamic or static thresholds).
2.3. Supplier system automator sends delivery schedule, instantly automating event initiation.
2.4. Manual override automates when staff marks an emergency order or adjustment.
Platform variants
3.1. Twilio SMS
- Feature/Setting: Automatable scheduled SMS reminders to suppliers; configure via Twilio Messaging API, `/Messages` endpoint (POST) with supplier contacts and message body.
3.2. SendGrid
- Feature/Setting: Automation of confirmation emails using SendGrid Mail Send API, `v3/mail/send` with dynamic templates for schedule and acknowledgment.
3.3. Google Calendar
- Feature/Setting: Automate event creation and reminders for delivery slots using Google Calendar API, `events.insert` method.
3.4. Slack
- Feature/Setting: Automating channel/direct notifications to team via Slack API, `chat.postMessage` for status and confirmations.
3.5. Microsoft Teams
- Feature/Setting: Scheduled message automation to procurement channels, using Microsoft Graph API, `/chats/{chat-id}/messages`.
3.6. Outlook Calendar
- Feature/Setting: Automatedly add and update delivery events using Outlook Calendar REST API, `/me/events`.
3.7. HubSpot
- Feature/Setting: Automated supplier follow-up tasks and reminders via HubSpot Workflows API.
3.8. Salesforce
- Feature/Setting: Automator creates and updates supplier tasks/cases using Salesforce REST API, `sobjects/Task`.
3.9. Zoho CRM
- Feature/Setting: Automated triggers for supplier follow-up using Zoho CRM API, `insertRecords` endpoint.
3.10. Trello
- Feature/Setting: Automation of delivery checklist cards via Trello API, `cards` POST with descriptive labels and members.
3.11. Monday.com
- Feature/Setting: Automating item creation for supplier deliveries using Monday.com API, `items.create_item`.
3.12. Asana
- Feature/Setting: Automatedly assign delivery tracking tasks using Asana API, `tasks` POST with relevant assignees and due dates.
3.13. Airtable
- Feature/Setting: Automate tracking and updating delivery statuses via Airtable API, `PATCH /v0/{baseId}/{tableIdOrName}`.
3.14. Google Sheets
- Feature/Setting: Automatedly update supply orders and confirmations using Google Sheets API, `spreadsheets.values.update`.
3.15. DocuSign
- Feature/Setting: Automates confirmation document signing via DocuSign API, `Envelopes::createAndSendEnvelope`.
3.16. QuickBooks
- Feature/Setting: Automator logs supplier delivery receipts and payment status via QuickBooks API, `POST /v3/company/{companyId}/bill`.
3.17. SAP Business One
- Feature/Setting: Automate delivery note creation and schedule checks via SAP Business One Service Layer API, `/DeliveryNotes`.
3.18. Xero
- Feature/Setting: Automates supplier purchase order confirmations with Xero API, `POST /api.xro/2.0/PurchaseOrders`.
3.19. Shopify
- Feature/Setting: If integrated with inventory, automate supplier order tracking using Shopify API, `PUT /admin/api/2023-04/orders/{order_id}.json`.
3.20. WhatsApp Business API
- Feature/Setting: Automate delivery confirmation messages via WhatsApp Business API, `/v1/messages` endpoint.
Benefits
4.2. Automated reminders and confirmations minimize manual intervention and human errors.
4.3. Automation provides real-time traceability and supplier performance analytics.
4.4. Automatedly maintains compliance and digital records for future reference and audits.
4.5. Enhances supplier relationship through proactive and transparent automated communication.
4.6. Automator enables leaner staff operations, lowering cost and increasing efficiency.