Supplier & Procurement ManagementPurpose
1.2. Automatically create RFQs (Request for Quotation) sent to pre-approved ladder suppliers.
1.3. Automating prioritization, merging, and scheduling of procurement based on urgency, vendor criteria, and supply needs.
1.4. Ensure traceability and compliance through audit-logged automation of each step in procurement cycle.
1.5. Reduce manual errors by automating data validation, routing, and approvals for ladder procurement.
Trigger Conditions
2.2. Inventory threshold for ladder SKUs falls below reorder point.
2.3. Schedule-triggered event for periodic bulk procurement automation (e.g., monthly ladder stock-up).
2.4. Automated alert from ERP indicating upcoming project requiring specified ladder types.
Platform Variants
• API: Create flow with SharePoint "When an item is created" trigger and Outlook "Send email" action.
3.2. Zapier
• Feature: Multi-step Zap using Google Sheets "New row," Gmail "Send email," and Formatter for data merging.
3.3. Integromat (Make)
• Module: Google Forms "Watch responses" auto-aggregates requests, HTTP module sends automated RFQs.
3.4. Salesforce
• Function: Process Builder automatedly generates Purchase Request, Flow Builder launches RFQ email.
3.5. SAP Ariba
• API: Automate "Requisition Import" via API, "Request for Quotation" SAP module integration for automated dispatch.
3.6. Oracle Procurement Cloud
• REST API: Automates auto-create RFQ on PR creation event with Workflow automation.
3.7. Coupa
• Feature: Automated Procurement Request Approval and bulk RFQ via Coupa Open API.
3.8. Google Apps Script
• Script: Automate Google Form submissions aggregation and mailApp.sendEmail for RFQ.
3.9. Jira Service Management
• Automation rule: "When issue created" with specific ladder label triggers RFQ Smart Value action.
3.10. ServiceNow
• Flow Designer: Automator aggregates procurement requests and automatedly triggers RFQ email to supplier.
3.11. Trello
• Automation: Butler rule aggregates ladder cards, auto-sends RFQ via email power-up.
3.12. HubSpot
• Workflow: Automate deal stage change to auto-send RFQ email using the Workflows automation tool.
3.13. Monday.com
• Integration: Automated aggregation via board automations, Outlook integration to send RFQs.
3.14. Pipedrive
• Workflow Automation: Auto-create procurement deals and send RFQs via integrated email API.
3.15. Slack
• Workflow Builder: Automates procurement aggregation from form responses, Slackbot notifies and sends email with RFQ details.
3.16. NetSuite
• SuiteFlow: Automator detects ladder re-order, triggers automated "Request Quote" notification.
3.17. QuickBooks Online
• API: Triggered event when low inventory, automates RFQ creation via custom webhook/integration.
3.18. DocuSign
• PowerForms: Automates collecting procurement signatures, triggers custom RFQ email automation.
3.19. Xero
• Integration: Receipt of bill triggers add-on to automate RFQ workflow.
3.20. Workday
• Business Process Framework: Initiates automated procurement aggregation, auto-distributes RFQs.
3.21. Dropbox Sign
• API: Automated RFQ PDFs sent to suppliers upon request aggregation.
3.22. Twilio
• Function: Automated SMS notifications confirming RFQ dispatch and supplier responses.
3.23. SendGrid
• API: Automatedly deliver RFQ emails to supplied vendor lists after request aggregation.
3.24. Asana
• Rules: Task created for procurement aggregate automates email RFQ to vendors using third-party integration.
3.25. Smartsheet
• Automation: Sheet change (procurement row) triggers email RFQ via Smartsheet automation features.
Benefits
4.2. Automator ensures RFQs are sent instantly and error-free to all relevant ladder suppliers.
4.3. Enables automatedly scalable supplier management for multi-location construction supply wholesalers.
4.4. Improves compliance, auditability, and vendor relationship by standardizing procurement automation.
4.5. Provides a transparent, trackable, and repeatable procurement workflow for ladder products.