Vendor and Partner ManagementPurpose
1.2. Enables automating document collection, account setup, compliance checks, notifications, welcome communications, and integration with marketplace systems.
1.3. Seamlessly automates repetitive onboarding tasks, ensuring consistency, security, and faster vendor activation.
1.4. Automates notifications to relevant teams and partners, tracking vendors’ progress through the onboarding workflow.
Trigger Conditions
2.2. Receipt of vendor inquiry via website or email.
2.3. Approval of vendor qualification by internal review team.
2.4. Automated detection of uploaded mandatory documentation.
2.5. Triggered by third-party registration, e.g., from expos or referral partners via API integration.
Platform Variants
• Feature/Setting: Automate sending SMS to vendors for two-factor authentication or onboarding updates (API: "Messages" endpoint).
3.2. SendGrid
• Feature/Setting: Automate welcome emails using the "Mail Send" API, triggered on vendor account creation.
3.3. DocuSign
• Feature/Setting: Automate digital signing workflows for onboarding contracts using the "Envelopes: create" API.
3.4. Salesforce
• Feature/Setting: Automate creation of new vendor lead and update opportunity stages via the "Create Record" API.
3.5. Microsoft Teams
• Feature/Setting: Automate notification to onboarding teams via the "Send Message" action in vendor management channel.
3.6. Airtable
• Feature/Setting: Automate entry of vendor data, onboarding status updates, and documentation tracking via "Create Record" API.
3.7. Google Drive
• Feature/Setting: Automate vendor document uploads, folder creation, and sharing using "Files: create" API.
3.8. Slack
• Feature/Setting: Automate alerts for onboarding pipeline stages using the "chat.postMessage" API.
3.9. HubSpot
• Feature/Setting: Automate creation and enrichment of vendor records using "Contacts API" and deal pipelines.
3.10. BambooHR
• Feature/Setting: Automate onboarding tasks assigned to internal HR or compliance teams via "POST /employee" API.
3.11. QuickBooks
• Feature/Setting: Automate new vendor creation and automated payment profile setup through "Vendor API".
3.12. Dropbox
• Feature/Setting: Automate file requests and completed onboarding documentation uploads using "files/upload" API.
3.13. Monday.com
• Feature/Setting: Automate onboarding task board creation and checklist assignment using "items.create_item" API.
3.14. Zapier
• Feature/Setting: Automate multi-app workflows such as triggering email, task creation, and notifications using its "Webhooks" and app connectors.
3.15. Okta
• Feature/Setting: Automate vendor SSO provisioning using the "Create User" API.
3.16. Google Calendar
• Feature/Setting: Automate onboarding meeting invitations via "Events: insert" API.
3.17. Intercom
• Feature/Setting: Automate onboarding chatbot workflows to assist vendors via the "Conversations" API.
3.18. Zendesk
• Feature/Setting: Automate onboarding support ticket creation for new vendors using the "POST /tickets" API.
3.19. Trello
• Feature/Setting: Automate cards for each onboarding step on a vendor-specific board via "Create Card" API.
3.20. Typeform
• Feature/Setting: Automate collection and routing of vendor survey responses using "Responses API".
3.21. Xero
• Feature/Setting: Automate vendor account setup and automatedled invoicing via "Contacts" and "Invoices" API.
3.22. Notion
• Feature/Setting: Automate knowledgebase access and onboarding guides for new vendors via "Pages" API.
Benefits
4.2. Automating faster vendor activation enhances operational agility.
4.3. Automation of notifications ensures no onboarding step is missed.
4.4. Automates document collection and compliance, lowering legal risks.
4.5. Automates record-keeping and integration with ERP, CRM, and finance automators.
4.6. Automatedly scales as vendor numbers grow, maintaining process quality.
4.7. Automates follow-ups and reminders to vendors and internal teams.
4.8. Provides a complete automated audit trail of all onboarding actions.