Procurement & Supplier Management AutomationPurpose
1.2. Automates tracking from supplier portals, imports any status changes, and sends automated alerts to procurement managers, sales, and customers via multiple channels.
1.3. Ensure customers and internal teams are always updated on ETA shifts, reducing support tickets and customer dissatisfaction.
1.4. Enables automated escalation when delays surpass thresholds, ensuring proactive supplier management and minimizing operational downtime due to stock issues.
Trigger Conditions
2.2. Manual or automated input of updated shipment dates from supplier EDI/API feed.
2.3. Internal ERP flag for orders exceeding set fulfilment timeframes.
2.4. Customer order triggers where line items go to backorder post-sale.
Platform Variants
• Feature/Setting: Automate SMS alerts via Twilio Programmable Messaging API — set trigger message on ERP status change.
3.2. SendGrid
• Feature/Setting: Automates email updates through SendGrid v3 Mail Send API using event-based templates for item status notifications.
3.3. Slack
• Feature/Setting: Utilizes Slack Incoming Webhooks for automated updates into procurement/sales channels on status change.
3.4. Microsoft Teams
• Feature/Setting: Use Teams Webhook or Bot Framework to automate posting updates in procurement group chats.
3.5. SAP ERP
• Feature/Setting: Automate workflow triggers using SAP Business Workflow or API event triggers linked to purchase requisition status.
3.6. Oracle NetSuite
• Feature/Setting: SuiteScript or RESTlet to automate creation of case records or automated email when delay detected.
3.7. Google Sheets
• Feature/Setting: Use Sheets API to automatedly log all delay notifications and automate conditional formatting for attention.
3.8. Microsoft Outlook/Exchange
• Feature/Setting: Automate email alerts using Outlook Webhooks or Microsoft Graph API for direct notice to buyers.
3.9. ServiceNow
• Feature/Setting: Automated incident creation via ServiceNow REST API for procurement team intervention on critical delays.
3.10. Monday.com
• Feature/Setting: Board automations to update status columns; integrate with status trigger automator.
3.11. Salesforce
• Feature/Setting: Automate Cases via Process Builder and send email/notification on backorder status field update.
3.12. Shopify
• Feature/Setting: Webhook trigger on inventory_updates and automated customer email flow for B2B customer updates.
3.13. Zapier
• Feature/Setting: Multi-step automation to retrieve, log, and dispatch notifications on backorder triggers across multiple apps.
3.14. Zendesk
• Feature/Setting: Automates ticket creation using Zendesk API or Triggers for customer notification and tracking.
3.15. Mailchimp
• Feature/Setting: Automated batch email campaign using Mailchimp API to affected client lists.
3.16. Airtable
• Feature/Setting: Automate base record creation/expansion with API for backorder logs and automated assign to team.
3.17. Asana
• Feature/Setting: Automate task creation and assign procurement team with Asana API/automator for delayed items.
3.18. Pipedrive
• Feature/Setting: Automated activity creation on deals containing delayed items; configure in Pipedrive Workflow Automations.
3.19. HubSpot
• Feature/Setting: Workflow automates property update and notification email on order status API trigger.
3.20. Trello
• Feature/Setting: Card creation automated via Power-Ups or Trello API for each delay, with due dates and owner.
Benefits
4.2. Automates record-keeping, ensuring auditability and predictable escalation.
4.3. Drives customer satisfaction with transparent, real-time updates.
4.4. Automates supplier accountability, enabling proactive procurement management.
4.5. Prevents lost sales due to uninformed customers or procurement teams, and automates operational continuity.