Keep expense report feedback attached to its report
Capture a decision or clarification from chat where the expense review happens.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Comment to Expense Report
Tool to add a comment to an expense report. Use when you need to add notes or feedback to an existing expense report.
Why this helps
Expense details and reviewer feedback get scattered across chats, slowing down follow-up.
- Keep reviewer context beside the expense report
- Make follow-up easier to find
- Avoid retyping feedback from chat
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 expense report feedback.
- 3Tell Notis to use the expense report reference and WhatsApp feedback to add a concise comment to that Coupa report.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real report reference and a non-sensitive feedback example.
Questions about this workflow
Can Notis identify a report without its reference?
The webhook message should include a report reference. If it is absent or unclear, have Notis request clarification instead of guessing.
Does this approve or change the expense report?
No. It adds a comment to the identified report; approval decisions are separate.
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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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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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