Auto-Assign Vendor Steps

Apr 3, 2022

Need to automatically assign vendor steps in a flow? We have a pre-built webhook that can do that for you! Just follow the solution guide.

This webhook is most often used in Flows for sales or accounting, ex:

• Requesting vendor quotes or proposals for sales
• Requesting vendor info for onboarding, ex: W-9, payment info, NDA, etc.
• Requesting vendor timesheets or invoices for billing and payment

Solution Guide

Here's how to set this up.

Create Ask Form

For step 0, add the following 4 form fields, so that you can create the vendor contact for the auto-assignment:

• Vendor First Name
• Vendor Last Name
• Vendor Email
• Vendor Phone (optional)
  • Note, if a phone number is entered, the vendor will get reminders via text and voicemails, if auto-reminders are set up.

To save time, you can also leverage the pre-built Form Field Template Contact: Vendor (Name, Email, Phone (Optional)) instead of creating all the fields manually: 

Customer steps

Then, for any customer steps in your flow:

• Assign the step to Pipeline Bot bot@pipelineapp.io
• Enable External-Facing

Note, for Email-Only steps, just assign the step to Pipeline Bot bot@pipelineapp.io.

Webhook

You can set up this webhook using either of these methods: as a Rule or as a Webhook Step.