Supplier & Procurement ManagementPurpose
1.2. Prevent service interruptions or procurement lapses by ensuring renewal actions are taken.
1.3. Enhance supplier relationship management via timely, multi-channel alerts.
1.4. Reduce manual tracking workload and eliminate human error in contract timelines.
1.5. Allow management to prioritize supplier negotiations and planning tasks before expiry dates.
Trigger Conditions
2.2. New contract uploaded or entered in the system.
2.3. Manual override/extension is applied to a contract date.
2.4. Supplier status changes to “review needed.”
2.5. Reminders set at custom intervals: 90/60/30/7/1 days before expiry.
Platform Variants
• Feature/Setting: Automated “Send SMS”; configure expiry alert template in Messaging API; set recipient phone fields.
3.2. SendGrid
• Feature/Setting: Scheduled transactional “Send Email”; configure expiry alert email; set recipient from supplier database.
3.3. Slack
• Feature/Setting: Webhook/“Send Message”; target supplier-alert channel; template includes supplier, contract, and expiry date.
3.4. Microsoft Teams
• Feature/Setting: Incoming Webhook connector; send expiry card to procurement team channel with actionable buttons.
3.5. Zendesk
• Feature/Setting: Ticket trigger and notification via API; alert procurement agents on expiring contracts; set SLA fields.
3.6. Salesforce
• Feature/Setting: Process Builder “Email Alert” or “Task Creation”; query Supplier Object by expiry date; automate notifications.
3.7. Google Calendar
• Feature/Setting: Automated event creation via Calendar API for contract expiry; add supplier stakeholders as guests.
3.8. Outlook 365
• Feature/Setting: Automated calendar invite via Graph API and email reminder for contract expiry to specific teams.
3.9. HubSpot
• Feature/Setting: Workflow “Send Internal Email Notification”; trigger on contract custom property date.
3.10. Monday.com
• Feature/Setting: Automation “Date arrives, notify someone”; configure pulse for contract expiry; send to contract owners.
3.11. Asana
• Feature/Setting: Rule “Due date is approaching, send notification”; assign to procurement team; auto-update status.
3.12. Trello
• Feature/Setting: Butler automation “Card due, send alert to Slack/email”; card = supplier contract; triggers on due date.
3.13. Airtable
• Feature/Setting: Script block “Check expiry and send email”; filters records by expiry field and triggers notifications.
3.14. SAP Ariba
• Feature/Setting: Automated alert/notification via Ariba APIs; monitor Contract Workspace expiry data.
3.15. Zoho CRM
• Feature/Setting: Workflow automation “Email/SMS Notification”; supplier contract expiry as workflow trigger.
3.16. DocuSign
• Feature/Setting: Envelope status webhook; alert system when expiry field reached; notify signatories.
3.17. Dropbox Sign
• Feature/Setting: Completion event webhook; monitor document expiry metadata; trigger expiry reminders.
3.18. BambooHR
• Feature/Setting: Custom reminder on contract expiry date field for supplier employees or vendors.
3.19. Notion
• Feature/Setting: Database filter and “Send notification”; expiry field drives notifications via API integration.
3.20. Jira
• Feature/Setting: Automation rule “Field changes, send alert”; trigger on contract expiry custom field.
3.21. Freshdesk
• Feature/Setting: Supervisor rule “Contract expiry, send alert ticket”; SLA field triggers notification.
3.22. Pipedrive
• Feature/Setting: Workflow automation “Deal/Contract close date approaching, email user.”
3.23. ClickUp
• Feature/Setting: Automation “Due date arrives, send email/notification to assigned person”; target contract tasks.
Benefits
4.2. Centralizes alert tracking across multiple channels and teams.
4.3. Automates repetitive date-based tasks for procurement teams.
4.4. Increases renewal rates and supplier compliance.
4.5. Allows flexible configuration by team or contract type, ensuring all critical contracts are managed efficiently.