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Vendor Onboarding

New vendors need paperwork and approval before they're active. Intake their details, review on a board, and create the vendor record once approved.

Runs on the free plan

Install it in Snapi

One click creates the form, the board, and a hub — wired together and ready. It fits the free plan.

In Snapi

Install the Vendor Onboarding app

Creates 2 forms and a board (Submitted → Under Review → Approved → Rejected).

Automate it

Optional: the matching n8n workflow

Prefer to pipe decisions into n8n, Make, or Zapier? A ready webhook workflow is included — paste its URL into the form's post-webhook. Totally optional; the template works on its own.

n8n workflow

What the form collects

Vendor

  • Ref #auto-number
  • Companytext · required
  • Contact nametext · required
  • Emailemail · required
  • Services providedtextarea

Board columns

Submitted Under Review Approved Rejected

Make it yours

Everything is editable after install — rename fields, add your own, restyle, delete. Templates are a starting point, not a lock-in.

More templates

Expense Approval Content Approval Refund Requests Purchase Order Approval Time-Off Requests Lead Intake & Qualification

All templates →

Install vendor onboarding in one click.

Runs on the free plan

Install in Snapi