Managing vendor contacts and purchase orders

**Purpose**

1.1. Automate managing vendor contacts, purchase records, inventory restock, and communications for artist workspaces.
1.2. Automating centralization of vendor information, automatable purchase order creation, seamless approvals, automated status tracking, and automated updates to stock levels.
1.3. Ensures reliable supply chain automation, error reduction in orders, timely restocking, and enhanced inventory control for art studios.

**Trigger Conditions**

2.1. Automated low inventory threshold reached.
2.2. New vendor onboarding automatedly completed.
2.3. Recurring supply reorder date automation.
2.4. Manual request for purchase approval automated trigger.
2.5. Automated incoming invoice from vendor detected.

**Platform Variants**

3.1. **Airtable**
- Feature/Setting: Automate "Create Record" API to log new vendor and purchase order data.
- Sample Configuration: POST to /v0/{baseId}/{tableName}/ with vendor details.

3.2. **Google Sheets**
- Feature/Setting: Automator uses Sheets API "append" to update vendor contacts/inventory.
- Sample Configuration: sheets.spreadsheets.values.append call with vendor order row.

3.3. **QuickBooks Online**
- Feature/Setting: Automate "Create Purchase Order" endpoint for automated purchase PO.
- Sample Configuration: POST to /v3/company/{companyId}/purchaseorder with items.

3.4. **Xero**
- Feature/Setting: "PurchaseOrdersAPI" automates new purchase orders for supplies.
- Sample Configuration: POST /PurchaseOrders with line items and vendor.

3.5. **Zoho Inventory**
- Feature/Setting: Automate "Create Purchase Order" via API.
- Sample Configuration: POST /purchaseorders with supplier and product details.

3.6. **Salesforce**
- Feature/Setting: Automating vendor contact creation in Contacts object via REST API.
- Sample Configuration: POST /services/data/vXX.X/sobjects/Contact

3.7. **Monday.com**
- Feature/Setting: Item automator with "Create Item" mutation for contacts or orders.
- Sample Configuration: mutation { create_item(board_id:12345, item_name:"Vendor Name") }

3.8. **HubSpot**
- Feature/Setting: CRM API to automate company/vendor record creation.
- Sample Configuration: POST /crm/v3/objects/companies

3.9. **FreshBooks**
- Feature/Setting: Automate "Create Vendor" & "Create Purchase Order" via API.
- Sample Configuration: POST /vendors and /purchase_orders

3.10. **Slack**
- Feature/Setting: Automate notifications using "chat.postMessage" to alert on PO status.
- Sample Configuration: POST /api/chat.postMessage with PO update text.

3.11. **Microsoft Outlook**
- Feature/Setting: Automating calendar invite for vendor meetings via Graph API.
- Sample Configuration: POST /me/events

3.12. **Trello**
- Feature/Setting: Automate "Add Card" via API for each automated order event.
- Sample Configuration: POST /1/cards with list and PO details.

3.13. **DocuSign**
- Feature/Setting: Automating purchase order signature workflow using Envelopes API.
- Sample Configuration: POST /v2.1/accounts/{accountId}/envelopes

3.14. **Asana**
- Feature/Setting: Automate task creation for follow-up with vendor via API.
- Sample Configuration: POST /tasks with vendor and order context.

3.15. **Dropbox**
- Feature/Setting: Automating upload of scanned POs to shared folders via API.
- Sample Configuration: /2/files/upload endpoint.

3.16. **Mailgun**
- Feature/Setting: Automator for sending automated PO emails to vendors via API.
- Sample Configuration: POST /v3/{domain}/messages

3.17. **PandaDoc**
- Feature/Setting: Automated document generation and signature for contracts.
- Sample Configuration: POST /public/v1/documents

3.18. **SAP Business One**
- Feature/Setting: Automate PO creation with DI API "PurchaseOrdersService".
- Sample Configuration: POST /PurchaseOrders

3.19. **Oracle NetSuite**
- Feature/Setting: Automating new vendor creation and PO via REST API.
- Sample Configuration: POST /record/v1/vendor & /record/v1/purchaseOrder

3.20. **Shopify**
- Feature/Setting: Inventory level change triggers to automate vendor restock email via Webhooks API.
- Sample Configuration: Trigger webhook on inventory_level/update

3.21. **Intercom**
- Feature/Setting: Automate vendor engagement using Conversations API for order confirmations.
- Sample Configuration: POST /conversations

**Benefits**

4.1. Automation reduces manual effort, error, and order delays.
4.2. Automates communications, record keeping, and real-time updates.
4.3. Automatedly monitors supply levels for restock triggers.
4.4. Centralizes vendor contact and purchase history for audit.
4.5. Enables scalable, automatable inventory and vendor management for art studios.