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Get more done with Tidio and Tradogram integration

Answer supplier and purchase order questions in Tidio with Tradogram records in view.

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Contact sales

Integration availability depends on your Tidio plan.

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Category

Finance

Integration availability depends on your Tidio plan.

Compare plans

Use cases

What you can do with Tidio and Tradogram

Answer was it approved, once

A supplier or a colleague asks about a purchase order. The Tradogram status shows in Tidio, so the reply is the current state rather than a promise to check.

Talk to suppliers with the record open

Contact details, contract dates and past orders come from Tradogram, so the person answering does not need a procurement seat to be useful.

Turn a request into a requisition

An internal ask in chat can create a draft Tradogram requisition with the details already filled in, then wait for the normal approval.

Check the budget before agreeing

Committed and actual spend from Tradogram show in the panel, so nobody green lights an order the department budget cannot carry.

Overview

Tradogram holds requisitions, purchase orders and supplier records, and most questions about them start with somebody asking whether a PO was approved. If suppliers or internal teams ask that in Tidio, the answer is one lookup away. Connect the two with Zapier, Make or the Tidio API and the Tradogram purchase order, its status and the supplier can sit in the conversation. Approvals stay in Tradogram, with its audit trail.

Key features

  • PO status in the chat The Tradogram purchase order and its state open with the chat.
  • Supplier details on hand Contact and contract data come from the Tradogram record.
  • Spend context for the answer Agents see committed spend before promising a change.
  • Requests raised properly A chat can start a Tradogram requisition for review.
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Tradogram

Finance

Tags

  • Workflow Automation

  • Contact Sync

How it works

Connect Tradogram in minutes

  1. 1

    Connect Tradogram and Tidio with Zapier or the API

    The Tradogram API covers suppliers, requisitions and orders. Authorize it in your automation tool, or call both it and the Tidio API from a service you run.

  2. 2

    Look up by order or supplier

    Ask for the PO number in the chat, or match the sender's email to a Tradogram supplier contact. Guessing from a company name goes wrong quickly.

  3. 3

    Keep approvals out of chat

    Reading status is fine. Approving, editing or issuing a Tradogram order should happen in Tradogram, where the approval chain is recorded against a person.

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Frequently asked questions

Common questions about the Tradogram integration

Can somebody approve a purchase order from a chat?

No, and that is deliberate. Approval limits and the audit trail live in Tradogram. The chat can show the order and link to it, but the approval itself needs the record in Tradogram to stand up later.

Is it safe to show spend data in a support tool?

Only to the right people. Restrict the lookup to internal conversations, or return a narrow field such as the order status, so a supplier chat never surfaces your Tradogram budget figures.

Which Tradogram fields are worth showing?

Order number, status, supplier, total and the approver. That answers most questions. Line item detail is better opened in Tradogram than pasted into a conversation.

Is the Tradogram integration available on my plan?

Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Tradogram integration.