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Notis

Attach staffing evidence to a purchase order line

Give each line item the evidence needed to review it quickly.

Trigger

Webhook received

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

Action

Add File Attachment to Purchase Order Line

Tool to add a file attachment to a purchase order line. Use when you need to upload and attach files (documents, images, PDFs, etc.) to specific purchase order lines in Coupa.

Why this helps

A purchase order may cover several shifts, making order level attachments too vague.

  • Improve line level review
  • Reduce misplaced evidence
  • Support faster reconciliation

Setup

Build it in a few focused steps.

  • 1Connect 7shifts and Coupa in Notis once.
  • 2Create an automation named PO line evidence attachment.
  • 3Tell Notis to attach the webhook referenced file to the specified Coupa purchase order line and report any missing identifier.
  • 4Choose a notis_webhook trigger.
  • 5Choose a report channel, then test with one real line item event.

Questions about this workflow

Why attach to a line instead of the whole PO?

Line attachments make the supporting evidence specific to one charge or item.

What if the line cannot be found?

Notis should report the mismatch without creating an attachment.

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.

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.

7shifts and Coupa, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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