Supplier and Import OperationsPurpose
1.2. Eliminate manual errors and delays, ensuring that new African import suppliers are verified, registered, and integrated into retail systems rapidly and consistently.
1.3. Integrate cross-border document requests, background checks, shipping compliance checks, and catalog uploads for new African goods vendors.
Trigger Conditions
2.2. Admin manually flags or imports a supplier entry to begin onboarding.
2.3. Supplier email or WhatsApp message received with subject "Onboard Request."
2.4. API signal from sourcing platform indicating "supplier_ready_for_onboarding" status.
Platform Variants
3.1. DocuSign
• Feature/Setting: Document signature requests API; configure to auto-send W-8/W-9, import/export forms, and NDA to supplier email.
3.2. Salesforce
• Feature/Setting: New Lead trigger in Supplier object; Salesforce Flow to trigger onboarding automation and sync supplier data.
3.3. Zapier
• Feature/Setting: Use “New Form Submission” Zap and multi-step sequence for onboarding track; conditional branching for document status.
3.4. Twilio SMS
• Feature/Setting: Twilio Messaging API; auto-send SMS to supplier with onboarding link and status updates.
3.5. HubSpot
• Feature/Setting: New contact automation workflow; webhook triggers onboarding tasks and supplier dossier creation.
3.6. Google Workspace
• Feature/Setting: Google Forms for supplier info intake; Apps Script to route data to admin Sheets and drive workflow triggers.
3.7. SharePoint
• Feature/Setting: Supplier document library folder auto-generation using Power Automate; notifications sent on new uploads.
3.8. Microsoft Power Automate
• Feature/Setting: Flow for email parsing, folder creation, task assignment, and compliance checklist steps.
3.9. Freshdesk
• Feature/Setting: Ticket auto-creation for each onboarding; status triggered by document completion.
3.10. Asana
• Feature/Setting: New supplier onboarding task template; auto-population via webhook for each new supplier entry.
3.11. DocParser
• Feature/Setting: Document parsing API for automated extraction and validation of submitted certificates and compliance forms.
3.12. QuickBooks Online
• Feature/Setting: Vendor onboarding API; new supplier records generated on passing compliance checks.
3.13. SendGrid
• Feature/Setting: Transactional API for sending onboarding instructional and confirmation emails.
3.14. Slack
• Feature/Setting: Incoming Webhook alert to procurement channel on key events (e.g., supplier approved, compliance fail).
3.15. Monday.com
• Feature/Setting: Board automation; supplier card created and status fields linked to onboarding steps.
3.16. BambooHR
• Feature/Setting: Webhook to trigger new vendor onboarding tasks in HR for compliance training, document review.
3.17. Google Cloud Vision
• Feature/Setting: OCR API to automatically extract and verify scanned supplier IDs and business licenses.
3.18. OneDrive
• Feature/Setting: Onboarding folder created and permissioned for each supplier; automated upload reminders by Power Automate.
3.19. Xero
• Feature/Setting: Supplier contact API; auto-create supplier vendor only on final onboarding approval.
3.20. Airtable
• Feature/Setting: Supplier onboarding base; API auto-populates status and record comments for each process milestone.
3.21. WhatsApp Business API
• Feature/Setting: Outbound messaging for onboarding reminders and required document lists to African suppliers.
3.22. Dropbox Business
• Feature/Setting: New supplier folders by API; confirmation webhook when document package is uploaded.
4. Benefits
4.2. Ensures compliance and documentation completeness for all African imports.
4.3. Accelerates time-to-market for new ethnic supply relationships.
4.4. Enhances supplier experience with clear, prompt, status updates.
4.5. Minimized risks from incomplete onboarding via standardized multi-platform workflows.