Supplier and Vendor ManagementPurpose
1.2. Automates document collection, background verification, account creation, policy compliance checks, and welcome communication.
1.3. Automated workflows ensure every supplier meets regulatory, qualitative, and commercial store standards before activation.
1.4. The automation decreases manual intervention, reduces delays, and flows seamlessly across procurement, legal, and accounts teams.
1.5. Automator eliminates redundancies, maintains audit trails, and centralizes all onboarding records for fast retrieval and reporting.
Trigger Conditions
2.2. Automated trigger: Email with subject “Supplier Application” is received.
2.3. API webhook: Supplier submission from online application form.
2.4. Scheduled automation: Daily or weekly batch onboarding from collected leads.
2.5. Automated document upload in a monitored cloud folder.
Platform variants
• Feature/Setting: Automated Google Forms Response Collection
• Configure trigger to automate intake and route data to internal workflow.
3.2. DocuSign
• Feature/Setting: Templates and Signing API
• Automates sending NDAs and retrieval of signed documents using DocuSign eSignature REST API.
3.3. Gmail
• Feature/Setting: New Email Received trigger
• Automates parsing onboarding emails and extracting attachments via Gmail API.
3.4. Slack
• Feature/Setting: Incoming Webhooks
• Automated notifications for new supplier applications using chat.postMessage method.
3.5. Microsoft Teams
• Feature/Setting: Channel Message API
• Sends automated updates on supplier status for internal review.
3.6. Trello
• Feature/Setting: Card Creation API
• Automates task generation per supplier using Boards and Cards.
3.7. Salesforce
• Feature/Setting: Lead/Account Creation API
• Automator creates supplier profiles and logs communication via REST API.
3.8. QuickBooks
• Feature/Setting: Vendor Add API
• Automates new vendor record creation for invoicing and payment.
3.9. Xero
• Feature/Setting: Contacts API
• Automates adding supplier financial information using POST /contacts endpoint.
3.10. SAP
• Feature/Setting: Business Partner API
• Automate creation of Supplier Master Data using SAP S/4HANA APIs.
3.11. Dropbox
• Feature/Setting: File Upload/Download API
• Automatedly stores and retrieves supplier legal docs.
3.12. OneDrive
• Feature/Setting: File Webhooks
• Monitors file uploads in onboarding folders and automates backup.
3.13. Docparser
• Feature/Setting: Document Parsing Templates
• Automates data extraction from supplier-submitted PDFs.
3.14. Twilio
• Feature/Setting: Programmable SMS
• Sends automated reminders to suppliers for missing documents.
3.15. SendGrid
• Feature/Setting: Mail Send API
• Automator sends onboarding confirmations and checklists.
3.16. Zoho CRM
• Feature/Setting: Vendor Module API
• Automates creation and tracking of supplier onboarding status.
3.17. Monday.com
• Feature/Setting: Boards API
• Automator generates onboarding timelines and assigns stakeholders.
3.18. Jira
• Feature/Setting: Issue Creation REST API
• Automates compliance or risk assessment tickets.
3.19. HubSpot
• Feature/Setting: Contacts/Companies API
• Automates supplier information and journey management.
3.20. Notion
• Feature/Setting: Page Database API
• Logs onboarding activities and automated workflow logs.
Benefits
4.2. Automation increases accuracy and ensures consistent policy enforcement.
4.3. Automator automatically archives all interactions for compliance and auditing.
4.4. Suppliers experience an automated and streamlined process, improving satisfaction.
4.5. Automated notifications and task allocation minimize manual follow-up and workload.