Automation
Send Contractor Compliance Alerts to the Tools Your Team Already Uses
Put each sub's compliance status on their QuickBooks Online vendor record, where bills get approved. And TrackMyVendor fires a webhook the moment a sub's COI lapses, a license expires, or a W-9 is missing — route it to Slack, Microsoft Teams, or any app via Zapier or Make. No code required.
QuickBooks Online
Native · LiveSign in with Intuit — no API key, no Zapier in between
Match your subs to their QuickBooks vendors, and each matched vendor carries a PDF named for the sub's status — TrackMyVendor - NOT COMPLIANT.pdf — listing what's expired, expiring or short, with a link back to the sub. Whoever approves the bill sees it on the vendor record, without opening another tab.
- ✓ Updated minutes after a renewal is uploaded
- ✓ Re-checked every night, so a lapse shows up on its own
- ✓ Matches suggested by name; nothing linked until you say so
- ✓ Never touches bills, payments or vendor details
Slack
Native Workflow Builder — no Zapier needed
Post to #compliance or any channel the moment a sub's COI expires or a license lapses. Use Slack's built-in Workflow Builder (included in paid plans) to map TrackMyVendor webhooks to rich Slack messages — no third-party app required.
- ✓ Routes to any channel or DM
- ✓ 5-minute setup with no code
- ✓ Zapier/Make fallback for free-tier Slack
Microsoft Teams
Power Automate — free with Microsoft 365
Post compliance alerts to any Teams channel using Power Automate — already included in every Microsoft 365 subscription. Set up an HTTP trigger, paste the TrackMyVendor webhook URL, and format your message in minutes.
- ✓ No extra cost if you have Microsoft 365
- ✓ @mention project managers in alerts
- ✓ Auto-retry on failed deliveries
Zapier
Connect to 7,000+ apps — Gmail, Sheets, Asana
Use Zapier's "Catch Hook" trigger to receive TrackMyVendor events and fan them out to any downstream app. Log expiring subs to Google Sheets, open Asana tasks, send email summaries — or all three from one Zap.
- ✓ 7,000+ app connections
- ✓ Multi-step Zaps — fan one event to many apps
- ✓ Replay failed tasks from Zap history
Make (formerly Integromat)
Visual scenario builder — generous free tier
Build visual automation scenarios that branch on event type — send COI alerts to one channel, W-9 gaps to another. Make's drag-and-drop canvas is a strong alternative to Zapier, with 1,000 free operations per month.
- ✓ Visual canvas — no-code drag-and-drop
- ✓ Branch by event type in one scenario
- ✓ 1,000 free operations/month
Google Calendar, Outlook & Apple Calendar
Subscribe once — no account, no connector
Every COI expiration, license renewal and W-9 deadline, in the calendar your team already has open. This one is a subscription rather than a webhook: your calendar app re-fetches the feed on its own, so a certificate a sub uploads today turns up in Outlook without anything firing.
- ✓ One click for Apple and Outlook; paste a URL into Google
- ✓ All-day entries — never blocks a meeting slot
- ✓ Shareable with someone who will never log in
What TrackMyVendor sends
Slack, Teams, Zapier and Make are all triggered by the same five webhook events. (The calendar subscription is the exception — it is pulled, not pushed, so it fires nothing.) TrackMyVendor fires each event independently at the 90, 60, 30, and 7-day windows before expiration.
contractor.created
New sub added to your roster
contractor.compliance_changed
Compliance status flips active ↔ at-risk
contractor.license_expiring
License approaching expiration
contractor.coi_expiring
COI or policy approaching expiration
contractor.w9_missing
New sub doesn't have a W-9 on file
On the roadmap
Being weighed: Procore, Buildertrend, Sage 100 Contractor, Xero, AppFolio, Yardi, and QuickBooks Desktop. Nothing is scheduled yet — the order we build them in is the order they get asked for, so tell us which one you need.
Connect TrackMyVendor to your team's tools today
Free for your first 25 subcontractors. QuickBooks, webhooks and the API are in Pro — try it free for 30 days.
Start free — no credit card needed