Review Coupa approvals on a schedule
Set a recurring check for Coupa approvals and have the results delivered to a channel you already use.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Approvals
Tool to list approvals with optional pagination and filters. Use when you need to retrieve multiple approval records.
Why this helps
Checking approval queues manually takes attention away from other work and makes routine follow-up easy to skip.
- Create a predictable approval review routine.
- Retrieve approval records with filters described in plain language.
- Send results to a chosen report channel.
Setup
Build it in a few focused steps.
- 1Connect Coupa once in the Notis portal.
- 2Create an automation and describe which approvals to retrieve and how to summarize them.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports go and test with one real example.
Questions about this workflow
Can I filter the approvals?
Describe the filters in the automation instruction. The workflow uses the Coupa list approvals action and should only report on data it returns.
Does this approve items automatically?
No. It retrieves approval records for review and does not change their status.
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.
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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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Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.
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Tool to retrieve recently accessed accounts from Coupa. Use when you need to view accounts that the user has recently interacted with.
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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.
Agent mail and Coupa, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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