Collect W-9s From New Vendors Before First Payment
Stay tax-compliant — when a new vendor is added, automatically request their W-9 and block payment until the signed form is on file.
- 1
Trigger on New Vendors
Add a
Webhooknode fired when a vendor is created in your system. - 2
Send the W-9 Request
Add a
DocuSignnode sending the W-9 template for the vendor to complete and sign. - 3
Track Completion
Add a
Webhooknode for the completed envelope to mark the vendor tax-ready. - 4
Confirm and Unblock
Add a
Slacknode confirming the form is on file so finance can process payment. - 5
Activate and Test
Activate the workflow and add a test vendor. Confirm the W-9 request and completion tracking work.
Frequently asked questions
What if a vendor delays?
Add reminders that re-request the W-9 and keep payment blocked until it's returned.
Can I store it securely?
Save the completed form to secure storage and record the tax details against the vendor record.
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