Vendor approval by spend
Sends a new vendor request to the department head, adds finance for $10,000 or more a year, then logs approved vendors.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1FilloutNew submission triggerStarts when someone submits the new vendor form.
If
vendor_approved- 2AirtableCreate recordAdds the approved vendor to your Vendors table.
- 2
- 3GmailSendTells the requester whether the vendor was approved.
How it works
What happens on each run, in plain English.
Small vendors should not wait on finance, and large ones should not skip it. When someone submits your new vendor form, their department head approves it first. A vendor with $10,000 or more of expected yearly spend also needs finance to approve.
Approved vendors are added to your Vendors table in Airtable, and the requester is emailed the outcome either way. The form needs Requester email, Department head email, Vendor name, What they provide and Yearly spend.
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