Role-Based Programme
RB0783

Zapier for Procurement & Vendor Management

Automate Supplier Requests, Approvals & Vendor Workflows

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational capability to use Zapier for procurement and vendor-management workflow automation.
  • Automate purchase requests, supplier enquiries, quotation tracking, approvals, reminders, and vendor follow-ups.
  • Connect forms, spreadsheets, email, procurement systems, and collaboration tools into coordinated workflows.
  • Apply AI-assisted processing for supplier-document summarisation, request classification, and quotation information extraction.
  • Create controlled procurement workflows with human approvals, exception handling, data validation, and clear ownership.

Tools covered

ZapierZapsTriggers & ActionsFormsTablesFiltersPathsScheduleWebhooksAI-Assisted WorkflowsNotifications

Who should attend

  • Procurement Managers
  • Procurement Executives
  • Purchase Managers
  • Purchase Executives
  • Vendor Management Professionals
  • Strategic Sourcing Professionals
  • Supplier Relationship Managers
  • Category Management Professionals
  • Procurement Operations Professionals
  • Procurement Analysts
  • Commercial Operations Professionals
  • Procurement & Vendor Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of procurement or vendor-management processes
  • Familiarity with purchase requests, quotations, approvals, suppliers, or vendor follow-ups
  • Basic experience with email, forms, spreadsheets, or procurement applications
  • Basic awareness of workflow automation is helpful
  • No programming knowledge required
  • No previous Zapier experience required

TOC Modules

Concepts
  • Understanding Zaps, triggers, actions, and multi-step workflows
  • Identifying repetitive procurement activities suitable for automation
  • Understanding scheduled, event-driven, and request-based workflows
  • Differentiating automation support from procurement decision authority
Practical activities
  • Exploring the Zapier workflow builder
  • Building a simple purchase-request workflow
  • Testing and reviewing workflow execution

Scenarios

Purchase Request to Approved Procurement Action

Internal Request → Zapier Intake → Data Validation → Category & Value Routing → Approval → Procurement Action → Status Notification

Participants automate a purchase-request workflow to improve processing speed, approval visibility, and procurement follow-through.

Supplier Quotation to Vendor Review

Supplier Enquiry → Quotation Collection → AI-Assisted Data Extraction → Comparison View → Procurement Review → Vendor Follow-Up

Participants create a workflow that consolidates supplier quotation information and prepares structured inputs for procurement evaluation while retaining human commercial decision-making.

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