Supplier onboarding and credential verification process

Purpose

1. Automates the entire supplier onboarding and credential verification process for architectural salvage stores, from initial invitation to legal vetting, document collection, verification, and account setup.

2. Enables automated risk assessment, compliance checking, communication, and recordkeeping for new suppliers of salvaged building materials.

3. Ensures all legal, environmental, and sourcing criteria are verified automatedly before final activation in store systems.

Trigger Conditions

1. New supplier submission via website or referral form.

2. Manual addition by procurement manager.

3. Automated trigger from CRM or ERP when supplier enters a specific onboarding stage.

4. Scheduled onboarding campaign (e.g., batch invite monthly).

Platform Variants

1. DocuSign

• API: Envelope.create for sending automated document signing requests.
  

2. HelloSign

• Endpoint: SignatureRequest.send for automating signing workflows.
  

3. Google Forms

• Trigger: Form submission automatedly initiates onboarding sequence.
  

4. Typeform

• Webhook: On submit, sends automatable data to credential verification chain.
  

5. Box

• API: Upload for automating storage of supplier-issued credentials.
  

6. Dropbox

• Feature: File Request for gathering documents from supplier automatedly.
  

7. Microsoft SharePoint

• Feature: Automate file verification and credential audits with Power Automate actions.
  

8. Docparser

• API: Parse Document for automating credential extraction from PDFs.
  

9. ID.me

• API: Identity verification for suppliers' business representatives.
  

10. Twilio SMS

• API: Message.create for automating notifications and reminders to suppliers.
  

11. SendGrid

• API: mail/send to automate sending onboarding instructions and updates.
  

12. Slack

• Feature: Automated message posting to procurement channels for supplier status.
  

13. Microsoft Teams

• Action: Automator posts credential review updates in onboarding channels.
  

14. Monday.com

• Feature: Automates onboarding workflow task creation for compliance team.
  

15. Salesforce

• API: Create Lead/Contact for supplier entry; automates credential approval fields.
  

16. HubSpot

• Workflow: Contact property trigger automates onboarding staircase.
  

17. Smartsheet

• Sheet: Automated updating of onboarding status per supplier.
  

18. Zendesk

• Trigger: Supplier ticket opens automated onboarding sequence.
  

19. Google Drive

• Feature: Automated folder creation and permissioning for each new supplier.
  

20. AirTable

• Automation: Supplier form creates record, triggering verification steps.
  

21. QuickBooks Online

• API: Create Vendor automates financial account setup post-verification.
  

22. Xero

• API: Contacts endpoint for automating supplier account creation post-approval.
  

23. SignNow

• API: Send Invite for automated contract execution.
  

24. Docuware

• Integration: Automated document verification and indexing of supplier files.
  

Benefits

1. Automatedly reduces manual data entry and administrative errors.

2. Automates compliance and credential checks, minimizing fraud risk.

3. Speeds up supplier onboarding and credential review timelines automatedly.

4. Ensures a verifiable, auditable onboarding trail for each supplier.

5. Automates scheduled status reminders, ensuring suppliers complete requirements timely.

6. Centralized, secure, and automated document storage and credential management.

7. Enables automating supplier onboarding across multiple software environments, increasing flexibility and scalability for architectural salvage stores.