Purpose
1.2. Ensure seamless communication of schedules, document requests, onboarding forms, and task lists.
1.3. Minimize onboarding delays, reduce manual follow-ups, and maintain compliance and coordination among multiple event suppliers.
1.4. Support document acknowledgments, deadline tracking, and delivery status updates.
Trigger Conditions
2.2. Onboarding checklist marked as incomplete or updated.
2.3. Contract or compliance form upload event detected.
2.4. Scheduled onboarding meeting or deadline approaching within a pre-defined window.
2.5. Changes to event logistics triggering new vendor requirements.
Platform Variants
• Feature: SMS API
• Setting: Configure webhook to send onboarding instructions/SMS to vendor phone on new database entry.
3.2. SendGrid
• Feature: Transactional Emails
• Setting: Trigger onboarding email series using single-send API on supplier creation.
3.3. Slack
• Feature: Incoming Webhooks
• Setting: Post onboarding notification to event logistics Slack channel on vendor registration.
3.4. Microsoft Teams
• Feature: Adaptive Cards via Webhook
• Setting: Push onboarding cards to amphitheater operations team.
3.5. Salesforce
• Feature: Process Builder, Flows
• Setting: Auto-generate and send onboarding tasks & email alerts to vendors.
3.6. Monday.com
• Feature: Automations
• Setting: Trigger onboarding status updates to supplier board and email.
3.7. Google Workspace
• Feature: Apps Script, Gmail API
• Setting: Send onboarding document links from Google Drive to supplier via Apps Script trigger.
3.8. DocuSign
• Feature: Envelope Sent/Completed Event
• Setting: Notify stakeholders when vendor contracts are sent or completed.
3.9. Zapier
• Feature: Multi-step Zaps
• Setting: Listen for new rows in Google Sheets and send onboarding invites to vendors.
3.10. HubSpot
• Feature: Workflows
• Setting: Trigger onboarding email drip when vendor added to CRM.
3.11. Asana
• Feature: Project Automation
• Setting: Auto-assign onboarding tasks and notify vendors on registration.
3.12. ServiceNow
• Feature: Flow Designer
• Setting: Create onboarding incidents for IT/ Facilities teams and notify vendors.
3.13. Mailgun
• Feature: Email API
• Setting: Programmatically send onboarding notifications on new vendor creation event.
3.14. BambooHR
• Feature: Webhooks
• Setting: Alert HR and vendors when onboarding tasks are initiated.
3.15. Intercom
• Feature: Automated Messages
• Setting: Push notifications to vendor portal upon onboarding.
3.16. Notion
• Feature: API Integration
• Setting: Create new onboarding pages and notify vendors with link share.
3.17. Smartsheet
• Feature: Automated Alerts
• Setting: Send onboarding status updates when sheets are updated.
3.18. Airtable
• Feature: Automations
• Setting: Trigger onboarding emails and Slack messages upon new vendor record.
3.19. ClickUp
• Feature: Task Automation
• Setting: Assign onboarding checklists to vendors and send notifications.
3.20. Outlook 365
• Feature: Power Automate Integration
• Setting: Email onboarding calendar invites to suppliers automatically.
Benefits
4.2. Ensures no step in onboarding or compliance is missed.
4.3. Provides real-time audit trail and proof of communication.
4.4. Increases vendor engagement and onboarding speed.
4.5. Reduces risk by automating reminders before deadlines or logistic changes.