Automating Vendor Onboarding Request

Are you looking to streamline vendor onboarding requests in your organization? In this post, I’ll walk you through an end-to-end automation built in Power Automate that allows users to submit vendor onboarding requests, routes them through approval in Microsoft Teams, and—if approved—adds the software to a central inventory, notifies procurement, and even opens a ticket with IT.

What We’re Building#

Let’s start by giving you a quick overview of this automation:

• Step 1: A Microsoft Form collects vendor details.
• Step 2: Requests are routed to multiple approvers via Teams.
• Step 3: Upon approval, the software is logged in a SharePoint-based software inventory.
• Step 4: Procurement is notified, and a support ticket is automatically created.

Benefits#

• Automated central inventory tracking
• Streamlined approvals in Teams
• Notification to IT/MSP of new application onboarding
• Notification to Procurement of new application onboarding

Prerequisites#

Before building, you’ll need:

1. A defined onboarding process. Map out your approval flow: who approves what? CFO? Procurement? Legal? Sketch this on a whiteboard.
2. A dedicated service account for the automation. Called something like Automations@domain.com
3. Microsoft Form. Head to forms.microsoft.com (opens in new tab) to create your form with fields for vendor name, website, estimated cost, department owner, and IT requirements

Check out my full template here (opens in new tab)

4. Software Inventory. I’m using an Excel file hosted on SharePoint with predefined columns that match the form responses.

Check out my full template here (opens in new tab)

5. Shared Mailboxes. Emails come from a shared address (like support@yourdomain.com), which your automation service account should have access to.

Building the Flow#

Import my free template to get started

Get the Template (opens in new tab)

Head over to make.powerautomate.com >My Flows>Import>Import ZIP OR Start an automated cloud flow with the trigger: When a new response is submitted (Microsoft Forms).

Step 1: Capture Form Response#

• Select your form (Vendor Onboarding Request).
• Add the action Get response details.

Step 2: Setup Approvals#

• Add Start and wait for an approval (Sequential approval).
• Populate title dynamically with the vendor name.
• Assign approvers (CFO, legal, security, etc.). These can be hardcoded or dynamic.
• Customize the message content for each approver if needed.

Step 3: Add Conditions#

• Add a Condition to check if the outcome is “approved, approved” (for multi-stage approvals).
• If approved:
  • Add a row to your Excel software inventory with form responses, approval details, and timestamps.
  • Use Power Automate expressions or Copilot to format dates.
• If denied:
  • Add a row marking the request as denied.

Step 4: Send Notifications#

• Send confirmation email to the requester.
• Notify procurement with relevant request details.
• Open a support ticket by sending an email to your IT support address.

Pro Tips#

• Gate access to the form for managers or directors only.
• Embed the form on your SharePoint site for easy access.
• Use shared mailboxes and service accounts for all automation.

Bonus: Automate Your M365 Security Assessments#

If you’re enjoying this automation, check out CloudCapsule.io (opens in new tab), a tool I built that automates Microsoft 365 security assessments in under 90 seconds. You’ll get reports mapped to frameworks like CIS Controls, and you can sign up with Microsoft credentials.

Try for Free (opens in new tab)