Automate & Orchestrate Proactis Orders with Tonkean

Modern procurement teams need to move fast, ensure compliance, and eliminate manual busywork. With Tonkean’s no-code automation platform, you can seamlessly connect Proactis Orders to your entire procurement ecosystem—without custom code or complex integrations.

Example Use Cases: Unlocking the Power of Proactis + Tonkean

1. Automated Order Creation from Intake

Streamline your procurement intake by connecting Tonkean’s intelligent intake forms or email intake directly to Proactis. When a requester submits a purchase need via Slack, Microsoft Teams, or a web form, Tonkean can:

• Validate the request using business rules and required fields.
• Trigger approval workflows leveraging Tonkean’s approval cycles.
• Automatically create a Proactis order using the Create Order action, ensuring complete and accurate data entry.
• Send real-time notifications to stakeholders in Slack, Teams, or email.

2. Pre-Import Order Validation for Error-Free Transactions

Reduce failed imports and compliance risks by orchestrating a validation step before orders are posted to Proactis. Tonkean can:

• Collect order data from intake, spreadsheets, or connected apps like SAP, Coupa, or Workday.
• Use the Validate Order Import action to pre-check cXML payloads for completeness and accuracy.
• Flag issues for correction before submission, leveraging Tonkean’s AI Front Door for smart triage.
• Automatically proceed to order creation once validation passes, reducing manual intervention.

3. Effortless Order Cancellation with Full Audit Trail

When business needs change, cancelling an order in Proactis shouldn’t be a hassle. Tonkean enables you to:

• Initiate order cancellation requests from any channel—Slack, Teams, email, or custom portals.
• Route cancellation requests for approval and capture required comments for compliance.
• Use the Cancel Order action to update Proactis and instantly notify finance, procurement, and requesters.
• Maintain a complete audit trail of all actions and comments for reporting and compliance.

4. Real-Time Order Status Sync Across Systems

Break down silos by syncing Proactis order statuses with your other procurement, finance, or ERP tools. Tonkean can:

• Monitor order status changes in Proactis and update records in SAP, Coupa, Workday, or custom dashboards.
• Trigger automated notifications or next steps (e.g., invoice creation, goods receipt) based on status updates.
• Provide requesters and stakeholders with self-service status tracking via request status tracker modules.

5. End-to-End Orchestration of Procurement Workflows

Tonkean empowers procurement and legal operations teams to orchestrate the entire order lifecycle—from intake to approval, creation, validation, and cancellation—while integrating seamlessly with your existing tech stack. Connect Proactis with:

• Contract management tools like Ironclad or DocuSign for automated contract generation and signature collection.
• Collaboration platforms (Slack, Teams) for intake and notifications.
• ERP and finance systems for end-to-end process visibility and compliance.

Why Tonkean for Proactis Order Automation?

• No-code configuration—empower operations teams to build and adapt workflows without IT bottlenecks.
• AI-powered intake and triage—reduce manual work and improve data quality.
• Seamless integrations—connect Proactis to any system, including SAP, Coupa, Workday, and more.
• Compliance and auditability—automate required approvals, comments, and documentation for every order action.

Ready to see how Tonkean can transform your Proactis order management? Get started today or explore more in our ProcurementWorks solution.