Vendor and Supplier Collaboration AutomationPurpose
1.2. Automator links multiple platforms to streamline document uploads, contract reviews, and compliance checks with automated follow-ups.
1.3. Automates communication and escalation in case of delays, ensuring all stakeholders are automatically kept up to date with real-time compliance status.
1.4. Automating supplier vetting, risk assessment, and documentation in one workflow enhances supplier onboarding experience.
1.5. Automated record storage and compliance reporting for business audits and regulatory requirements.
Trigger Conditions
2.2. Automated receipt of vendor intent-to-register email.
2.3. Manual or automated upload of supplier compliance documents to cloud storage.
2.4. Periodic review date for existing supplier compliance records.
2.5. Automated reminders for missing or expired documents.
Platform Variants
• Feature/Setting: Automate supplier onboarding using Salesforce Flow and External Services API – trigger on record creation in Supplier Object.
3.2. DocuSign
• Feature/Setting: Automated contract signing and compliance document workflow; use DocuSign Connect webhook triggers.
3.3. Box
• Feature/Setting: Automated document upload and compliance storage using Box API’s folder_trigger and collaboration API.
3.4. SAP Ariba
• Feature/Setting: Automate supplier requests via Supplier Lifecycle and Performance API endpoints; automate onboarding tasks.
3.5. Microsoft Power Automate
• Feature/Setting: Automate collection and routing of supplier forms with “When a new email arrives” and SharePoint connector.
3.6. Slack
• Feature/Setting: Automated compliance team notifications using Slack Bot Events API and scheduled reminders for onboarding status.
3.7. Google Workspace
• Feature/Setting: Automate document form creation and collection with Google Forms API and Drive API for storage automation.
3.8. Zendesk
• Feature/Setting: Automate vendor ticket creation for compliance exceptions; Zendesk Trigger and Tag automation.
3.9. Twilio
• Feature/Setting: SMS notifications to suppliers using Twilio Programmable SMS API for real-time compliance updates.
3.10. SendGrid
• Feature/Setting: Automated onboarding and compliance notifications with SendGrid’s Mail Send API.
3.11. HubSpot
• Feature/Setting: Automate new supplier record creation and task assignment using HubSpot Workflows and CRM API.
3.12. AWS S3
• Feature/Setting: Automated vendor document uploads using S3 Events and Lambda triggers for real-time processing.
3.13. QuickBooks
• Feature/Setting: Automated entry of supplier records into QuickBooks via Vendor API during onboarding.
3.14. DocuWare
• Feature/Setting: Automate document capture and retention policies via DocuWare’s REST API for compliance.
3.15. Jira Service Management
• Feature/Setting: Automates compliance review tasks using Jira Automation Rules and webhook triggers.
3.16. Dropbox
• Feature/Setting: Automated compliance doc storage using Dropbox API’s “files/upload” webhook event.
3.17. Zoho Creator
• Feature/Setting: Automates vendor onboarding forms and database updates with Zoho Creator’s workflow automation and APIs.
3.18. BambooHR
• Feature/Setting: Automate background verifications and onboarding tasks with BambooHR’s Employee API.
3.19. Trello
• Feature/Setting: Automated compliance card creation and movement on onboarding boards via Trello API triggers.
3.20. Okta
• Feature/Setting: Automates supplier access provisioning and compliance audit logging using Okta’s Lifecycle Management API.
Benefits
4.2. Automatedly ensures regulatory compliance with minimal human oversight.
4.3. Centralized and automated document management reduces risk of lost records.
4.4. Automator sets reminders and notifications to reduce onboarding delays or compliance gaps.
4.5. Automating cross-platform collaboration minimizes silos and enhances transparency in bazaar vendor operations.
4.6. Automated escalation protocols enhance vendor experience and compliance reliability.