Description
This session will explain how to streamline a qualification process, building on TradeTapp's functionality by extracting qualification data via API and connecting automated workflows. The session will cover how to use custom connectors in Power Automate to extract data and use Power Automate flows to automatically move, create, and update records in an enterprise resource planning (ERP) or database. By doing so, teams can reduce the amount of time spent on internal recordkeeping management related to qualified vendors—such as AP profiles.
Key Learnings
- Learn about TradeTapp (BuildingConnected) API functionality.
- Learn how to use custom connectors to extract data via API.
- Learn how to create automated workflows to build on TradeTapp's qualification process.