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Keep purchase order updates with the PO

A supplier or teammate sends an important PO update. Put the relevant note on the Coupa purchase order so it is easier to find later.

Trigger

New Email Received

Trigger for new emails in an AgentMail inbox

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

Important PO updates remain scattered across email threads and are hard to find when someone needs them.

  • Keep relevant email context with the purchase order.
  • Reduce searching through old threads for status details.
  • Use run reports to identify messages without a clear PO reference.

Setup

Build it in a few focused steps.

  • 1Connect Agent Mail and Coupa once in the Notis portal.
  • 2Create an automation to add relevant PO updates as comments when the message identifies a purchase order.
  • 3Pick New Email Received as the trigger.
  • 4Choose where run reports go and test with one real PO update email.

Questions about this workflow

What kind of email should start this workflow?

Use emails with a meaningful purchase order update and enough information to identify the Coupa PO.

Will it comment on every incoming email?

The instruction should limit comments to relevant PO updates and have unclear messages reported 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.

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

New Email Received

Trigger for new emails in an AgentMail inbox

TriggerPolling

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.

Agent mail and Coupa, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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