Keep recent Coupa account work visible
Get a recurring look at accounts you have recently accessed and the details Coupa returns.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Recent account work can disappear from view when attention shifts to the next urgent task.
- Bring recently accessed accounts back into view
- Create a repeatable follow-up prompt
- Reduce the effort of reopening previous account work
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 recent account review.
- 3Tell Notis to retrieve recently accessed Coupa accounts and summarize the returned records for follow-up.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real run and check that the returned accounts fit the review.
Questions about this workflow
Does this show all account changes?
No. It retrieves recently accessed accounts as provided by the Coupa action. It does not establish that an account changed.
Can it determine what I should do next?
Not unless you supply clear review criteria. Otherwise, the report can summarize records and identify missing information.
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.
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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
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Coupa.