Close a completed external purchase order
Finish orders cleanly once the work they supported is done.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Close/Soft Close External PO
Tool to close or soft-close an external purchase order. Use when finalizing an external PO after confirming receipt or when business rules require closure.
Why this helps
Completed external POs stay open and clutter procurement reporting.
- Improve PO reporting
- Reduce open order clutter
- Create a predictable closeout
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Coupa in Notis once.
- 2Create an automation named Completed PO closeout.
- 3Tell Notis to find external POs whose completion is supported by the available 7shifts context and close or soft close them according to your instruction.
- 4Pick a notis_cron schedule.
- 5Choose a report channel, then test with one completed order.
Questions about this workflow
What is the difference between close and soft close?
Use the Coupa status appropriate to your closeout policy; the action supports closing or soft closing.
What if receipt confirmation is missing?
Notis should report the missing confirmation instead of closing the PO.
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.