Move compliant Coupa approvals forward on schedule
Use your documented compliance criteria to identify eligible approvals and move them forward from a scheduled review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Approve Approval
Tool to approve a pending approval record. Use when you need to programmatically approve a pending approval by ID.
Why this helps
Teams can spend time repeatedly checking approvals that already meet their documented requirements.
- Reduce manual review for approvals that meet stated requirements.
- Keep approval decisions tied to criteria supplied by your team.
- Use a recurring process to prevent eligible items from sitting idle.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Coupa once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for scheduled compliance approvals.
- 3Tell Notis which user-provided compliance criteria define an eligible approval and to approve only matching pending records.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and verify the record and decision before relying on the schedule.
Questions about this workflow
Does 21risk automatically supply the compliance criteria?
No. Include the criteria in your instruction or an accessible source. The workflow cannot assume 21risk provides a trigger or a particular baseline.
Can this approve every pending item?
The instruction should limit approval to records that meet the criteria you provide. Test the decision with a real example before enabling routine use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Coupa. A trigger fires from one place; an action lands in another.
21risk 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.
21risk and Coupa, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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