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Notis

Find approval records without switching into Coupa

Use a focused request to retrieve the Coupa approvals you need to review.

Trigger

Webhook received

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

Action

List Approvals

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

Why this helps

Checking approval status can mean leaving a conversation, opening Coupa, and searching all over again.

  • Retrieve approval records from a single request
  • Reduce context switching for status checks
  • Review matching approvals before acting

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 approval lookups.
  • 3Tell Notis to list Coupa approvals matching the identifiers or filters included in the request and summarize the returned records.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real approval lookup using a known reference or filter.

Questions about this workflow

Can it look up any information not returned by Coupa?

No. The summary can only use fields in the approval records returned by Coupa.

Can it approve a matching record too?

This workflow looks up approvals. Make approval decisions through a separately configured action and explicit instruction.

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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No card. Works with personal or business Coupa.