Make Integration for Contractor Compliance Automation
Make contractor compliance automation lets TrackMyVendor send subcontractor COI expiration alerts, license monitoring events, and W-9 notifications to any tool your team uses — built visually, no developer needed. Make's drag-and-drop scenario builder is the fastest way to set up separate workflows for each event type. Setup takes about 10 minutes.
What you can automate
Before you start
- 1 A TrackMyVendor account with owner access
- 2 A Make account (free tier supports webhook scenarios)
Create a new scenario with a Custom Webhook trigger
In Make, click Create a new scenario. When prompted to add a first module, search for Webhooks and select Custom webhook.
Make setup path:
+ Add module → Webhooks → Custom webhook → Add → Name it → Save
After you click Save, Make generates a unique webhook URL and shows it on the module. Copy it.
Add the endpoint in TrackMyVendor
In TrackMyVendor, go to Settings → Integrations → Webhook Endpoints and click Add Endpoint. This is the license monitoring webhook endpoint that will send contractor compliance events to Make.
Save the endpoint. TrackMyVendor shows the signing secret once — copy it if you want to verify signatures.
Let Make detect the data structure
Back in Make, click Determine data structure on the webhook module. Make waits to receive your first test event. Now trigger a real event from TrackMyVendor — the easiest way is to add a new contractor, which fires contractor.created immediately.
Make receives the payload and auto-maps every field. You'll see the JSON structure appear:
{
"event": "contractor.created",
"created_at": "2026-05-08T14:00:00Z",
"data": {
"vendor_id": 42,
"vendor_name": "Apex Electrical LLC",
"organization_id": 7
}
}
Make maps data.vendor_name, data.days_left, etc. as drag-and-drop variables in your action modules.
Add action modules
Click the + after the webhook module to add an action. Popular choices for compliance workflows:
Slack
Send a message to #compliance with contractor name and days until expiry
Gmail
Email your team a summary when contractor.w9_missing fires
Google Sheets
Append a row to a compliance log sheet for every event
Monday.com
Create a board item with expiration date pre-filled when a COI or license alert fires
HubSpot
Add a note to the contractor's contact or update a custom compliance_status property
Tip: filter by event type
Add a Filter module between the webhook and your action. Set the condition to event = contractor.coi_expiring so each scenario only handles one event type. Run separate scenarios for different events.
Save and activate the scenario
Click Save, then toggle the scenario on using the switch in the bottom left. The scenario is now live — every qualifying event from TrackMyVendor will run it in real time.
Make's free tier includes 1,000 operations/month. Each webhook delivery counts as one operation. For high-volume teams, the Core plan ($10.59/month) provides 10,000 operations.
Event reference
Verifying the webhook signature (optional)
Every request includes an X-TMV-Signature header. In Make, add a Webhooks → Webhook response module or a Tools → Set variable module before your action, using the built-in HMAC functions:
Signature format:
X-TMV-Signature: t=<unix_timestamp>,sha256=<hmac_hex>
HMAC is computed as: HMAC-SHA256(signing_secret, "{timestamp}.{raw_body}")
Frequently asked questions
"We run three separate scenarios — COI alerts to #compliance, license warnings to #jobsite, W-9 gaps to the office manager. Make's visual builder made each one straightforward to set up."
Office Manager, Dallas TX general contracting firm — 28 subcontractors
Prefer Zapier?
Zapier's 6,000+ app library is the fastest way to connect compliance alerts to the tools you use.
Routing alerts to Slack?
See our guide for the specific Slack action setup and message templates.
Using Microsoft Teams?
Post compliance alerts to Teams via Power Automate — no extra subscription needed.
Don't have a TrackMyVendor account yet?
Track your first 25 subs free — no credit card required.
Already have an account?
Add your Make webhook URL as an endpoint in Settings → Integrations.
Open Integrations Settings