Move invoice reviewer requests from chat into Coupa
Capture who should review an invoice and add them to its approval chain.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Approver To Invoice
Tool to manually add an approver to an invoice. Use when you need to add a user or user group to the approval chain of an invoice at a specific position.
Why this helps
Reviewer requests buried in chat can leave invoices waiting on the wrong person.
- Record the requested reviewer in the approval chain
- Reduce back and forth about who should review
- Keep an explicit request tied to the invoice
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 invoice reviewer requests.
- 3Tell Notis to add the explicitly named user or user group to the specified invoice approval chain, and ask for clarification when either is unclear.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real invoice and a reviewer request that you are authorized to process.
Questions about this workflow
Can it decide who should approve an invoice?
No. The request needs to name the user or user group. Notis should not infer an approver from an ambiguous chat.
Can the approver position be specified?
Include the requested position in the instruction and ensure the request is consistent with your Coupa process before testing.
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.