Zapier Integration for Contractor Compliance Automation
Zapier contractor compliance automation lets TrackMyVendor push subcontractor COI expiration alerts, license monitoring events, and W-9 notifications to any tool your team already uses — without writing code or checking a dashboard. Route alerts to Slack, Gmail, Google Sheets, Notion, and 6,000+ more. Setup takes about 10 minutes.
What you can automate
Before you start
- 1 A TrackMyVendor account with owner access
- 2 A Zapier account (free tier works for this setup)
Create a new Zap with a Catch Hook trigger
In Zapier, click Create Zap. Search for Webhooks by Zapier as the trigger app, then choose Catch Hook as the trigger event.
Zapier setup path:
Trigger app → Webhooks by Zapier → Catch Hook → Continue
Zapier will generate a unique webhook URL in the next screen. You'll need it in Step 3.
Copy the webhook URL Zapier gives you
On the "Set up trigger" screen, Zapier shows a URL like:
https://hooks.zapier.com/hooks/catch/abc123/xyz789/
Copy this URL. Don't click "Test trigger" yet — you'll do that after adding it to TrackMyVendor.
Add the webhook endpoint in TrackMyVendor
In TrackMyVendor, go to Settings → Integrations → Webhook Endpoints and click Add Endpoint. This is the webhook that will receive your contractor compliance automation events.
Click Add Endpoint. TrackMyVendor shows you the signing secret once — copy it if you want to verify the license monitoring webhook signatures (optional but recommended).
Test the trigger in Zapier
Back in Zapier, click Test trigger. Zapier listens for an incoming POST. TrackMyVendor will send a delivery the next time a subscribed event fires — or you can add a contractor to trigger contractor.created.
When the test payload arrives, Zapier automatically maps the fields. You'll see something like:
{
"event": "contractor.coi_expiring",
"created_at": "2026-05-08T14:00:00Z",
"data": {
"vendor_id": 42,
"vendor_name": "Apex Electrical LLC",
"organization_id": 7,
"expiration_date": "2026-06-01",
"days_left": 24,
"window": "30d"
}
}
Add your action and turn on the Zap
Add an action step after the trigger. Common choices:
Slack
Post to a #compliance channel with contractor name and days remaining
Gmail
Send an email to your team when a W-9 goes missing
Google Sheets
Log every contractor.created event to a master roster sheet
Monday.com
Create a board item with expiration date and days_left when a COI or license alert fires
HubSpot
Add a note to the contractor's contact or update a custom compliance_status property
Map the payload fields (e.g., data.vendor_name, data.days_left) into your action, then click Turn on Zap.
Event reference
Verifying the webhook signature (optional)
Every request from TrackMyVendor includes an X-TMV-Signature header so you can confirm the request is genuine. In Zapier you can use a Code by Zapier step to verify it before your action runs:
// In a Code by Zapier step (JavaScript)
const sig = inputData.x_tmv_signature; // e.g. "t=1234,sha256=abc..."
const ts = sig.match(/t=(\d+)/)[1];
const hash = sig.match(/sha256=([a-f0-9]+)/)[1];
const hmac = require('crypto')
.createHmac('sha256', inputData.signing_secret)
.update(ts + '.' + inputData.raw_body)
.digest('hex');
output = [{ verified: hmac === hash }];
Frequently asked questions
"We get a Slack alert in our #jobsite channel the moment a sub's COI hits 30 days out. I haven't manually checked an expiration date since we set this up."
General Contractor, Dallas TX — managing 40 subs across 6 active job sites
Prefer Make (Integromat)?
Make's visual scenario builder is a great alternative to Zapier for compliance automation.
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 Zapier webhook URL as an endpoint in Settings → Integrations.
Open Integrations Settings