Vendor compliance and documentation alerts

Purpose

1. Ensure all vendors adhere strictly to compliance requirements (licenses, health certificates, insurance) for American restaurants.

2. Automatically track expiry dates and submission of required documents.

3. Send timely alerts to staff and vendors regarding missing, expiring, or out-of-date compliance documents.

4. Maintain digital audit trails for inspections and regulatory reporting.

Trigger Conditions

1. New vendor onboarding or document upload detected.

2. Imminent document expiry (e.g., 30/7/1 days before deadline).

3. Invalid or missing compliance document upon scheduled audit.

4. Reminder interval hits for specific document or compliance type.

Platform Variants

1. Twilio (Programmable Messaging API)

• Feature/Setting: Automated SMS notifications to vendors and compliance staff; configure via Logic > trigger → Twilio->Send SMS, using event-driven alert template.
  

2. SendGrid (Mail Send API)

• Feature/Setting: Email alerts for approaching expirations; configure via Mail Send endpoint using dynamic templates linked to document status.
  

3. Slack (Incoming Webhooks)

• Feature/Setting: Post alerts directly into compliance or management Slack channels using webhook URL on trigger.
  

4. Microsoft Teams (Webhook Connector)

• Feature/Setting: Notify via Teams by posting to a channel with message cards using Teams channel webhook.
  

5. Zapier (Schedule & Webhook Action)

• Feature/Setting: Trigger workflows on schedule or incoming signal, connect to Google Sheets or email/SMS nodes.
  

6. DocuSign (Envelopes: Status/GET, Notifications)

• Feature/Setting: Alert on pending signatures, incomplete compliance documents; poll Envelopes API.
  

7. Dropbox (Files API + Create/Update)

• Feature/Setting: Monitor compliance document folders for changes, send alerts on file updates.
  

8. Google Drive (Drive API: Changes or Watch)

• Feature/Setting: Use watch resources for compliance folders, trigger notification events.
  

9. OneDrive (Delta API)

• Feature/Setting: Track changes in compliance folders, send notifications as documents are added/removed.
  

10. Airtable (Automations: Email & Slack Notification)

• Feature/Setting: Set up triggers on expiry date fields, trigger workflow with alert delivery.
  

11. Salesforce (Process Builder / Flows)

• Feature/Setting: Auto-generate tasks or send notifications from compliance status objects; configure with Flow triggers.
  

12. Monday.com (Automations: Date Arrives)

• Feature/Setting: When expiry date approaches in vendor board, trigger email or notification pulse.
  

13. Smartsheet (Automation Rules)

• Feature/Setting: Create date-based rules that send reminders or emails for compliance documents.
  

14. Notion (Database Reminder & Webhooks)

• Feature/Setting: Remind staff via inline task reminders and webhook-triggered Slack/Email alerts.
  

15. Microsoft Outlook (Calendar API)

• Feature/Setting: Sync compliance deadlines to shared calendar, trigger pop-up/email reminders.
  

16. Asana (Rules + Email Notification)

• Feature/Setting: Assign and notify users on compliance tasks based on date fields.
  

17. Trello (Automations: Due Date Notifications)

• Feature/Setting: Card due dates for document expiry, notify through Trello and email.
  

18. Pipedrive (Workflow Automations)

• Feature/Setting: Trigger notifications or create activities when compliance document status changes.
  

19. Freshdesk (Ticket API)

• Feature/Setting: Automatic ticket creation for non-compliance, notify support/compliance officers.
  

20. Google Calendar (Events API)

• Feature/Setting: Create calendar events for upcoming expirations, send email/notification reminders.
  

Benefits

1. Reduces manual oversight, preventing expired or missing vendor compliance.

2. Accelerates inspections and regulatory reporting preparation.

3. Minimizes fines or business interruptions due to non-compliance.

4. Centralizes compliance communications across diverse platforms and teams.