Supplier and Procurement AutomationPurpose
1.2. Automating feedback allows for regular, unbiased, data-driven supplier assessments, supports compliance, increases transparency, and expedites corrective action cycles.
1.3. Enables procurement teams to automatedly trigger, distribute, track, and analyze survey responses, integrating results into procurement and quality management workflows.
Trigger Conditions
2.2. Trigger weekly/monthly/quarterly based on supplier contract SLAs.
2.3. Initiate automation following a quality incident or deviation report.
2.4. Trigger when inventory receipt is logged or invoice is processed.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Twilio API — Send SMS Surveys
• Configure: Trigger message using POST to /Messages API endpoint with feedback link for each supplier contact.
3.2. SendGrid
• Feature/Setting: Marketing Campaigns/Transactional API
• Configure: Automated email campaign with embedded survey link using API call to /mail/send.
3.3. Google Forms
• Feature/Setting: Form deployment API
• Configure: Automate creation and email distribution of unique survey URLs using Forms API batchCreate and batchUpdate endpoints.
3.4. Slack
• Feature/Setting: Incoming Webhooks/Workflows
• Configure: Dispatch automated feedback request as a Slack message using webhook URL and survey link.
3.5. Microsoft Teams
• Feature/Setting: Connector/API messages
• Configure: Schedule Teams chat or channel message using Teams API with actionable survey button.
3.6. HubSpot
• Feature/Setting: Workflows + Marketing Email API
• Configure: Automate survey send using workflow with trigger type “supplier update” and Send Email action.
3.7. Salesforce
• Feature/Setting: Process Builder/Email Alert
• Configure: Automate survey send via Email Alert on supplier object update.
3.8. SurveyMonkey
• Feature/Setting: Automated Collector API
• Configure: Trigger survey send using /collectors endpoint following supplier delivery event.
3.9. Zoho Survey
• Feature/Setting: Zoho Survey API
• Configure: Automate survey URL creation and dispatch via send_invite API.
3.10. Mailchimp
• Feature/Setting: Automations + Campaigns API
• Configure: Set up automated survey campaign using POST /automations or /campaigns endpoint.
3.11. Airtable
• Feature/Setting: Automations
• Configure: Automation set to send survey links via email when new “delivery” record is created.
3.12. Typeform
• Feature/Setting: Responses API + Webhooks
• Configure: Use webhooks to automate survey invitation on specific events.
3.13. Microsoft Power Automate
• Feature/Setting: Automated Flow
• Configure: Setup flow to trigger survey notification after SharePoint delivery update.
3.14. SAP Ariba
• Feature/Setting: Supplier Management module — Survey Automation
• Configure: Automate supplier feedback survey using Supplier Performance panel.
3.15. Qualtrics
• Feature/Setting: Distributions Automation API
• Configure: Auto-dispatch survey distributions via Email API on trigger.
3.16. Monday.com
• Feature/Setting: Automations + Email Integration
• Configure: Automation for sending feedback email on item status change.
3.17. Pipedrive
• Feature/Setting: Workflow Automation
• Configure: Automated email send on “deal won” or “supplier milestone” stage.
3.18. Zapier
• Feature/Setting: Multi-step Zap
• Configure: Automate chaining of order delivery to survey email, using built-in Email action.
3.19. ClickSend
• Feature/Setting: SMS API
• Configure: REST API to Send SMS after PO delivery.
3.20. ActiveCampaign
• Feature/Setting: Automation Workflows
• Configure: Automated feedback request email sequence on supplier tag update.
Benefits
4.2. Reduces manual labor and accelerates supplier evaluation cycles through automation.
4.3. Automates data integration into procurement analytics dashboards for decision-making.
4.4. Drives continuous improvement by automating proactive quality management.
4.5. Ensures scalable, standardized supplier communication via multiple automatable channels.
4.6. Automates compliance documentation, supporting audit-readiness.