Create a Zip intake request from Slack
Automatically create a Zip intake request from a Slack message with Stepwork. Fill in the vendor, amount, category, and business justification from the requester.
- Use case
- Helpdesk & requestsProcurement
- Best for
- Procurement Analyst, Business Operations Analyst
- Applications used
Zip
Slack
- Business outcome
- Risk reduction
The problem
The form feels heavy. So people skip it.
Employees who need a tool or a service ask in Slack first. Faced with a long intake form, some give up and buy on a card, and procurement learns about the vendor at renewal.
The ones who do fill it in often leave out the amount or the justification, so the request bounces back and the clock starts over.
The outcome
Purchases enter the official process from Slack
Stepwork creates the purchase request in Zip with the vendor, amount, category, and business justification from the requester’s details. Zip routes it for approval as usual, and the run records who asked and the request it created.
- The requester’s Slack details fill the Zip intake form.
- A request missing the vendor, amount, or justification stops the run.
- The Slack reply includes the Zip request number.
The process
From a Slack message to a Zip request
An employee posts what they need in Slack. Stepwork files the intake request in Zip, in the same order every time.
- Step 1
Request it in Slack
An employee posts the vendor, the amount, the category, and why they need it in the procurement channel. That message starts the flow, and Stepwork records who asked and when.
- Step 2
Start the intake form
Stepwork signs in to Zip and opens a new purchase request on the requester’s behalf. If the vendor, amount, or justification is missing, the run stops and the reply says what to add.
- Step 3
Fill and submit
Stepwork enters the vendor, amount, category, and business justification, then submits the request so Zip routes it to your approvers.
- Step 4
Confirm and reply in Slack
Stepwork checks the request saved in Zip, then posts the request number back in Slack.
Why Stepwork
The easy path is the official one
A deterministic agent runs the intake path you recorded in Zip. Requesters stay in Slack, and every purchase still goes through your approval chain.
Similar use cases
Similar use cases
Create a requisition in Coupa from an approved requestCreates the requisition in Coupa with supplier, line items, cost center, and justification from the approved intake.- Update request approvers in Zip after a re-orgUpdates approval chain assignments in Zip to match the new org structure after a re-org or role change.
Create a purchase order in NetSuite from an approved requestCreates the PO in NetSuite with vendor, lines, cost coding, and delivery terms from the approved purchase request.
FAQ