Build a Vendor Onboarding Workflow

Summary: How to standardize vendor onboarding with approvals and evidence capture.

Steps:

1. Go to Workflows → New Workflow → Choose Template → Vendor Onboarding.
2. Rename the workflow and customize nodes (Vendor Form, Background Check, Insurance Check, Approval).
3. Assign owners, set SLAs, and define outcomes.
4. Add triggers such as “new vendor in QuickBooks” or manual start.
5. Save and Publish.
6. Monitor runs in Workflows → Runs.

Troubleshooting: If tasks cannot be assigned, check that the user has been invited and has the right role.

Related Articles: Troubleshoot Workflow Triggers; QuickBooks Integration Setup