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Notis

Review open Coupa approvals against 7shifts activity

Start each review with the approvals most connected to current restaurant operations.

Trigger

Recurring schedule

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

Action

List Approvals

Tool to list approvals with optional pagination and filters. Use when you need to retrieve multiple approval records.

Why this helps

Open approval queues hide which purchasing requests need attention first.

  • See a prioritized approval queue
  • Cut repetitive status checks
  • Keep reviews tied to current operations

Setup

Build it in a few focused steps.

  • 1Connect 7shifts and Coupa in Notis once.
  • 2Create an automation named Approval queue review.
  • 3Tell Notis to inspect the available 7shifts activity and list matching open Coupa approvals with concise reasons.
  • 4Pick a notis_cron schedule.
  • 5Choose a report channel, then test with one real review run.

Questions about this workflow

Does this change approvals?

This workflow lists approvals only; it does not approve or reject them.

What if 7shifts has no matching activity?

Ask Notis to report that no match was found and include the open approvals needing manual review.

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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