Subcontractor & Vendor ManagementPurpose
1.2. Eliminate manual data entry, automate follow-ups, automate document requests, automate compliance checks, and automate reminders to ensure vendors are fully onboarded before project allocation.
1.3. Centralize document gathering, automate validation against requirements, automate status updates to stakeholders, and enable automated audit trails for regulatory standards.
Trigger Conditions
2.2. Email or API request received with new vendor info.
2.3. Project manager initiates onboarding via ERP/CRM.
2.4. Automated schedule triggers periodic compliance review or document expiry notification.
Platform Variants
• Feature: PowerForms API — configure automated document e-signature and collection requests.
3.2. Adobe Sign
• Feature: Send Agreement API — automate sending contracts and extracting signed documents.
3.3. Dropbox Business
• Feature: File Request API — automate folder creation and request links for document uploads.
3.4. Google Drive
• Feature: Drive API — automate file/folder creation and permission management for each vendor.
3.5. Box
• Feature: Box File Uploads API — automate collecting and organizing documents in vendor folders.
3.6. Salesforce
• Feature: Process Builder/REST API — automate onboarding process flow and status update.
3.7. HubSpot
• Feature: Workflows API — automate onboarding and collect KYC data via automated workflows.
3.8. Zoho CRM
• Feature: Blueprint — automate multi-stage onboarding for vendor approval and document submission.
3.9. Microsoft Power Automate
• Feature: Automated Flows — automate notifications, approvals, and document routing.
3.10. Slack
• Feature: Workflow Builder/API — automate internal notifications on onboarding or incomplete vendor files.
3.11. Trello
• Feature: Automation Rules — automate card creation for each vendor on onboarding, checklist updates for missing docs.
3.12. Notion
• Feature: API Integrations — automate vendor record creation and checklist population for onboarding.
3.13. SAP Ariba
• Feature: Vendor Registration API — automate vendor requests, qualification, and document management.
3.14. QuickBooks Online
• Feature: Vendor API — automate vendor record creation and flag for document receipt.
3.15. Xero
• Feature: Contacts API — automate new vendor entries and automate reminders for document collection.
3.16. Airtable
• Feature: Automations — automate vendor onboarding database updates and reminders for missing paperwork.
3.17. AWS S3
• Feature: S3 Events/API — automate secure storage and event-driven notifications for newly uploaded vendor docs.
3.18. Monday.com
• Feature: Automations — automate status changes, document request emails, and onboarding task assignments.
3.19. FreshBooks
• Feature: Vendor API — automate setup of new vendors and automate reminders for banking/compliance docs.
3.20. Pipefy
• Feature: Onboarding Pipelines — automate sequential approval and document collection.
3.21. HelloSign
• Feature: Bulk Send API — automate sending bulk e-signature requests and automated follow-up.
3.22. SharePoint
• Feature: List/Document Library automation — automate folders and permission workflows for each new vendor.
3.23. Asana
• Feature: Rules/Automation — automate onboarding task assignment and due date reminders for documentation.
3.24. Email (SMTP/IMAP)
• Feature: Automated email parsing/inbox rules — automate extracting new vendor submissions and attachments.
3.25. Calendly
• Feature: Webhooks — automate scheduling onboarding meetings and confirmations post-form submission.
Benefits
4.2. Automated compliance improves risk management and regulatory adherence.
4.3. Automates reminders minimize follow-up gaps and maximizes vendor responsiveness.
4.4. Automates audit trails increase accountability and traceability.
4.5. Centralizing with automation improves document security and access control.
4.6. Automating status updates streamlines communication with project teams and vendors.
4.7. Scalable, automatable onboarding processes support business growth without resource bottlenecks.