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Notis

Carry a confirmed approval decision into Coupa

Apply a decision from chat once the approval and intent are clear.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

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

A confirmed decision can sit in WhatsApp while the approval remains waiting in Coupa.

  • Reduce the gap between a decision and its recorded action
  • Keep approval work from lingering after review
  • Use a direct request tied to a specific approval

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 explicit approval decisions.
  • 3Tell Notis to approve only the specified pending approval when the message clearly confirms approval, and ask for clarification if the approval or intent is uncertain.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real pending approval and an authorized approval decision.

Questions about this workflow

Will this approve an invoice simply because someone mentions it?

No. The message must clearly direct Notis to approve a specific pending approval.

What if the record is not pending?

The workflow should not assume the action is valid. Review the Coupa status and handle exceptions through your normal process.

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.

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.

2chat and Coupa, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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