Add a chart of accounts to a supplier site
Make supplier transactions ready for the way the operation actually spends.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add COAs to Supplier Site
Tool to add Chart of Accounts (COAs) to a specific supplier site. Use when you need to assign account types to a supplier site for transaction categorization and financial tracking.
Why this helps
Supplier sites lack the account structure needed to categorize new operational purchases.
- Improve transaction categorization
- Reduce accounting rework
- Speed supplier setup
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Coupa in Notis once.
- 2Create an automation named Supplier site accounting setup.
- 3Tell Notis to identify the supplier site and COA supported by the webhook, then add the COA only when both records are unambiguous.
- 4Choose a notis_webhook trigger.
- 5Choose a report channel, then test with one real supplier setup event.
Questions about this workflow
What if the COA is ambiguous?
Notis should report the ambiguity and make no change.
Does this create a supplier site?
No. It adds COAs to an existing supplier site.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Coupa. A trigger fires from one place; an action lands in another.
7shifts triggers
Coupa actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Abandon Invoice
Tool to abandon an invoice. Use when an invoice is invalid and needs to be abandoned. Invoice once abandoned cannot be reversed.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
List Accounts
Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.
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.
Get Account
Tool to retrieve a specific account by ID. Use when you need detailed account information including segments, type, and status.
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.
List Account Types
Tool to list account types in Coupa. Use when you need account type IDs and names for account creation.
Get Account Type
Tool to retrieve a specific account type by ID. Use when you need detailed information about a chart of accounts.
Connect any two apps with Notis in the middle.
7shifts and Coupa, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Coupa.