Keep expense follow-up notes with Coupa reports
Move an expense task into your follow-up section and let Notis add the task's relevant note to the matching Coupa expense report.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Add Comment to Expense Report
Tool to add a comment to an expense report. Use when you need to add notes or feedback to an existing expense report.
Why this helps
Expense follow-up details can sit in task tracking instead of the report where finance needs them.
- Keep follow-up context with the Coupa expense report.
- Use a section move as a simple handoff signal.
- Receive a report if the task does not identify a matching expense report.
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 add the relevant task follow-up note to the clearly identified Coupa expense report when the task reaches the designated section.
- 4Pick the Asana Task Moved to Section trigger for that section and choose a report channel.
- 5Test with one real expense task and report.
Questions about this workflow
What should the task contain?
Include a reliable expense report reference and the note to add. Notis should not invent missing details.
Will moving the task repeatedly duplicate the note?
The prompt should check whether the same note has already been added when that information is available. If it cannot verify this, use the workflow carefully and review run reports.
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
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