Integrations
COI Tracking Integrations for the Tools Your Team Already Uses
Import your roster from a spreadsheet or QuickBooks Online, put each sub's compliance status on their vendor record, and send COI and licence alerts to Slack, Microsoft Teams, Zapier or Make. No code required — and an API for anyone who wants to build their own.
COI tracking software integrations, in the order teams use them
Good COI tracking software integrations put compliance status where your team already works, so nobody has to log in just to check whether a sub is covered. TrackMyVendor's cover four jobs: getting your roster in and out with a spreadsheet, keeping your QuickBooks Online vendors and your roster in step with each sub's status on their vendor record, routing COI and licence alerts to Slack, Microsoft Teams, Zapier or Make, and an API for building your own.
Onboarding
Import your roster, export your records
Start from what you already keep instead of typing it in, and take compliance reports or every record back out whenever you need them.
Import
- ✓ Contractors from a CSV or Excel file, columns matched from your headers
- ✓ Certificates from a ZIP of PDFs, each one read and filed
- ✓ Vendors from QuickBooks Online, linked by name to the subs you already track
- ✓ A preview first — nothing is created until you confirm
Export
- ✓ Compliance reports as Excel workbooks or PDFs
- ✓ Every contractor, certificate, licence and document in one ZIP, on every plan
- ✓ No lock-in — your data leaves when you do
Native integrations
Compliance status inside the system that pays your subs
Sign in once: the other system's vendors come in as subs, and TrackMyVendor writes each sub's status back onto their record and keeps it current — no webhook, no Zapier in between.
QuickBooks Online
Native · LiveSign in with Intuit — no API key, no Zapier in between
Your QuickBooks vendors come in as subs, linked by name to the ones you already track, and each linked vendor carries a PDF named for the sub's status — TrackMyVendor - NOT COMPLIANT.pdf — saying why the sub isn't compliant and what expires next, with a link back to the sub. Whoever approves the bill sees it on the vendor record, without opening another tab.
- ✓ Vendors added or linked by your rule: all active, or only 1099 vendors
- ✓ Status PDF updated minutes after a renewal, and re-checked every night
- ✓ Starter: Sync now. Pro: QuickBooks auto-sync, within minutes
- ✓ Never touches bills, payments or vendor details
Xero
Coming November 2026The same idea for teams who pay subs from Xero: your Xero suppliers come in as subs, and each matched contact carries the sub's compliance status PDF. Join the waitlist and we'll email you the week it goes live.
See what the Xero integration will do →Alerts and automation
Zapier, Make, Slack and Microsoft Teams
TrackMyVendor fires a webhook the moment a sub's COI or licence nears expiration, their compliance status changes, or a W-9 goes missing. Route it to a channel, a spreadsheet or a task — no code required.
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
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
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
For developers
Build your own with the COI tracking API
Read each contractor's compliance status from your own code, add contractors, email their upload link, and subscribe to the same events from a script — with an API key or OAuth 2.0. The full list of endpoints and webhook events is on the API page.
See what the API does →COI tracking integrations: common questions
What tools does TrackMyVendor integrate with?
Does TrackMyVendor integrate with Procore, Yardi or AppFolio?
Do I need technical knowledge to set up integrations?
What compliance events trigger the integrations?
Is there an extra cost for integrations?
Connect TrackMyVendor to your team's tools today
Free for your first 25 subcontractors. QuickBooks is on Starter, with auto-sync, webhooks and the API on Pro — try either free for 30 days.
Start free — no credit card needed