Add a requested reviewer to a Coupa invoice
Keep invoice review requests out of the back-and-forth. Send the stated invoice identifier and reviewer request to Coupa from an incoming email.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
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 changes requested in email are easy to miss or leave buried in a thread.
- Reduce manual copying of reviewer requests.
- Keep the requested reviewer and invoice identifier together in the original message.
- Use run reports to spot requests that need clarification.
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and Coupa once in the Notis portal.
- 2Create an automation that adds a reviewer only when the email identifies the invoice and the user or user group.
- 3Pick New Email Received as the trigger.
- 4Choose where run reports go and test with one real reviewer request.
Questions about this workflow
What must the email specify?
It should identify the Coupa invoice and the user or user group to add. The request should also make clear that the reviewer belongs on the invoice approval chain.
Can this choose the reviewer position?
Describe the requested position in the instruction. If the message does not provide enough detail for the action, route it for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Coupa. A trigger fires from one place; an action lands in another.
Agent mail 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.
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New Email Received
Trigger for new emails in an AgentMail inbox
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Connect any two apps with Notis in the middle.
Agent mail and Coupa, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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