Create vendor record and company folder from email
Create vendor record and company folder from email
Your vendor emails and attachments arrive unstructured, slowing vendor onboarding and creating missing documentation for operations. Get parsed vendor records and a company folder created so coordinators can onboard vendors same day.
Workflow preview:
Zap details:
Overview
Stop losing vendor contacts and attachments in a crowded inbox; this flow extracts contact data and files and creates searchable company folders. Program coordinators receive completed vendor records and attachments filed within minutes, enabling same-day onboarding.