Procurement & Inventory ManagementPurpose
1.2. Automating document collection, compliance verification, approval routing, and supplier data entry to reduce manual intervention.
1.3. Initiate standardized processes for vetting, assessment, approval, and creation of supplier records.
1.4. Automate stakeholder notifications, progress tracking, and final onboarding documenting.
1.5. Ensure corporate policy compliance and robust audit trails via automated logs and approval checks.
Trigger Conditions
2.2. Email or portal upload of compliance documentation by a prospective supplier.
2.3. Internal request from procurement or project teams to add a new vendor.
2.4. Scheduled review period for expiring supplier contracts or credentials.
2.5. Automated import of potential suppliers from partner or industry platforms.
Platform Variants
• Feature/Setting: Automate approval workflows and route supplier forms via Power Automate Flows. Configure ‘When a new response is submitted (Forms)’ trigger and ‘Start an approval’ action.
3.2. Zapier
• Feature/Setting: Automate datahand-offs and approval requests via ‘New Submission in Typeform’ trigger and ‘Send Approval Request in Slack/Email’ action.
3.3. DocuSign
• Feature/Setting: Automate signature requests and template dispatching through ‘Envelopes: create and send’ API.
3.4. Google Workspace
• Feature/Setting: Automated data capture with Google Forms, followed by Google Sheets’ ‘On form submit’ triggers.
3.5. SAP Ariba
• Feature/Setting: Automate supplier request and approval using the ‘Supplier API: POST /suppliers’ endpoint.
3.6. Coupa
• Feature/Setting: Automate onboarding workflows by configuring API call to ‘Create Supplier’ and ‘Approve Supplier’ endpoints.
3.7. Jira Service Management
• Feature/Setting: Automate supplier ticket creation and progression with ‘Create Issue’ and ‘Transition Issue’ APIs.
3.8. Salesforce
• Feature/Setting: Automate vendor record creation and approval task assignment through the ‘Flow’ automation tool and ‘Approval Process’ objects.
3.9. Slack
• Feature/Setting: Automate notifications and approval requests using ‘chat.postMessage’ and ‘workflows.steps’ APIs.
3.10. ServiceNow
• Feature/Setting: Automate creation of supplier onboarding cases and approval records via ‘Table API’ integrations.
3.11. HubSpot
• Feature/Setting: Automate CRM record creation and email notifications using ‘Workflows’ and ‘Contact API’.
3.12. Monday.com
• Feature/Setting: Automate supplier boards and status updates using ‘Create Item’ API and board automation recipes.
3.13. Smartsheet
• Feature/Setting: Automated intake and progress tracking with ‘Form Submission Trigger’ and ‘Update Row’ automation.
3.14. Oracle Procurement Cloud
• Feature/Setting: Automate supplier registration and risk review using ‘Supplier REST APIs’.
3.15. NetSuite
• Feature/Setting: Automate creation and approval of vendor records using SuiteScript automation.
3.16. Asana
• Feature/Setting: Automate approval tasks and timeline updates through ‘Create Task’ and ‘Update Task’ webhooks.
3.17. Trello
• Feature/Setting: Automate card creation for each supplier and approval movements using ‘Card Automation’ and webhooks.
3.18. AirTable
• Feature/Setting: Automated record creation and status change via ‘Automations’ and ‘Records API’.
3.19. Box
• Feature/Setting: Automate document storage and access credentialing with ‘File Upload’ triggers and ‘Collaborator’ APIs.
3.20. Workato
• Feature/Setting: Automate cross-app supplier onboarding integrations and multi-step approvals through Recipes and Connectors.
Benefits
4.2. Automator eliminates manual data re-entry, reducing errors and duplication.
4.3. Automatable workflows accelerate supplier onboarding and boost collaboration.
4.4. Provides automated audit trails for regulatory or internal reviews.
4.5. Automating notifications ensures all stakeholders are instantly informed.
4.6. Automated reviews safeguard against unvetted suppliers and unauthorized approvals.