Keep a recurring view of Coupa accounts
Review account records on a schedule without rebuilding the same search each time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Accounts
Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.
Why this helps
Routine account checks often slip when the team has to remember to search Coupa manually.
- Create a predictable account review routine
- Summarize returned account records
- Reduce repetitive manual searches
Setup
Build it in a few focused steps.
- 1Connect 2chat and Coupa once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the account inventory.
- 3Tell Notis to list the accounts needed for the review and summarize the returned IDs, codes, and other available details.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real run and confirm the chosen search returns the intended accounts.
Questions about this workflow
Can the schedule detect accounts that changed since the prior run?
Only if Coupa returns suitable comparison data and the automation has a usable prior baseline. Otherwise, the report summarizes the current returned records.
Can it activate or update accounts?
No. This workflow lists accounts for review and does not change them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Coupa. A trigger fires from one place; an action lands in another.
2chat 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.
2chat 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.