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Notis

Keep WhatsApp purchase order updates with the order

Forward a PO update to Notis and keep its context beside the Coupa order.

Trigger

Webhook received

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

Action

Add Comment to Purchase Order

Tool to add a comment to a purchase order. Use when you need to add notes, feedback, or mention users on an existing purchase order.

Why this helps

Order changes discussed in chat are easy to lose when the team has to copy them into Coupa later.

  • Keep order context with the relevant PO
  • Reduce manual copying between chat and Coupa
  • Create a searchable record of updates

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 give it a name.
  • 3Tell Notis to use the supplied purchase order reference and WhatsApp update to add a clear comment to that Coupa purchase order.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real PO update and review the comment.

Questions about this workflow

Does this start automatically from every 2chat message?

No. 2chat has no trigger event in this package. Start the automation by sending the relevant update to its Notis webhook.

What should the message include?

Include a Coupa PO reference and the update that should be recorded. If the reference is missing or ambiguous, ask for clarification before adding a comment.

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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