1.Catches new vendor onboarding submission
Integrate Jotform and form capture tools to catch each new vendor onboarding submission for board triage.
Create vendor onboarding item on board from form submission
Automatically catch new vendor onboarding submissions across Jotform and monday.com. Create and update when vendor name submitted or payment email added or onboarding form completed so you can create onboarding board items, update payment fields, and post status updates without manual data entry.
How this automation triages your supplier setup
When new vendor onboarding submissions arrive, setup can stall and payment readiness gets delayed. This automation captures each submission and creates item records, updates payment columns, and posts onboarding status updatesβso your team can triage supplier setup faster.
Jotformor swap with your favorite app
2.Creates onboarding board item
Integrate monday.com to create a new onboarding board item and map supplier name to the item title.
monday.comor swap with your favorite app
3.Updates payment columns
Integrate monday.com to update email and payment option and city and date columns for procurement review.
4.Posts submission status update
Integrate monday.com to post an initial onboarding update and tag procurement and billing owners for faster triage.
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Accelerate supplier onboarding with automated form intake, approval routing, and vendor record updates
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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