Send purchase order files from Asana to Coupa
Add a file to the task where the work is happening and have Notis attach it to the related Coupa purchase order.
Trigger
Attachment Added to Task
Triggers when an attachment is added to a task.
Action
Add File Attachment to Purchase Order
Tool to add a file attachment to an existing purchase order. Use when you need to upload and attach files (documents, images, PDFs, etc.) to purchase orders in Coupa.
Why this helps
Supporting files can stay on an Asana task while the Coupa purchase order record lacks the documents people need.
- Keep supporting files with the purchase order they relate to.
- Reduce manual downloading and reuploading.
- Get a report if the file or PO cannot be accessed or matched.
Setup
Build it in a few focused steps.
- 1Connect Asana and Coupa once in the Notis portal.
- 2Create an automation in Automations, New Automation, and enter a name and prompt.
- 3In one instruction, ask Notis to attach the new task file to the clearly identified Coupa PO and report if the file is inaccessible or the match is uncertain.
- 4Pick the Asana Attachment Added to Task trigger and choose a run report channel.
- 5Test with one real attachment and purchase order.
Questions about this workflow
What if the attachment is not available to Notis?
Notis should report that it could not access the file and leave the Coupa PO unchanged.
How should the task identify the PO?
Include the Coupa PO number or another reliable reference in the task context so Notis can distinguish the intended record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Coupa. A trigger fires from one place; an action lands in another.
Asana 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.
Attachment Added to Task
Triggers when an attachment is added to a task.
List Accounts
Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.
New Comment on Task
Triggers when a comment is added to a task in a project.
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.
New Task Created
Triggers when a new task is created in a project.
Get Account
Tool to retrieve a specific account by ID. Use when you need detailed account information including segments, type, and status.
Task Moved to Section
Triggers when a task is moved to a section in a project.
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.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
List Account Types
Tool to list account types in Coupa. Use when you need account type IDs and names for account creation.
Task Updated
Triggers when a task is updated in a project.
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.
Asana 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.