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Notis

List Coupa account types for provisioning

Choose the right chart structure before creating an account.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

List Account Types

Tool to list account types in Coupa. Use when you need account type IDs and names for account creation.

Why this helps

Account requests slow down when nobody knows which Coupa type applies.

  • Provides current type IDs and names
  • Reduces setup rework
  • Gives requesters a clear answer

Setup

Build it in a few focused steps.

  • 1Connect 0CodeKit and Coupa in Notis once.
  • 2Create an automation named Account Type Finder.
  • 3Tell Notis to list account types and identify the best options for the incoming request.
  • 4Select the webhook and report channel, then test with one request.

Questions about this workflow

Can it explain the differences between types?

Yes. Ask Notis to summarize the returned names and details for the requester.

Does this create an account?

No. It only lists account types so a later process can choose correctly.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 0CodeKit to Coupa. A trigger fires from one place; an action lands in another.

0CodeKit triggers

Coupa actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Abandon Invoice

Tool to abandon an invoice. Use when an invoice is invalid and needs to be abandoned. Invoice once abandoned cannot be reversed.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Account

Tool to create a Coupa account. Use when you need to provision a new general ledger account with a specific chart-of-accounts type and code segments.

ActionInstant

List Accounts

Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.

ActionInstant

Get Recent Accounts

Tool to retrieve recently accessed accounts from Coupa. Use when you need to view accounts that the user has recently interacted with.

ActionInstant

Get Account

Tool to retrieve a specific account by ID. Use when you need detailed account information including segments, type, and status.

ActionInstant

Update Account

Tool to update an existing Coupa account. Use when you need to modify account information including account type, activation status, code segments, and display name.

ActionInstant

List Account Types

Tool to list account types in Coupa. Use when you need account type IDs and names for account creation.

ActionInstant

Get Account Type

Tool to retrieve a specific account type by ID. Use when you need detailed information about a chart of accounts.

ActionInstant

Connect any two apps with Notis in the middle.

0CodeKit and Coupa, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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