Turn Finance Ready tasks into Coupa approvals
When a task reaches your Finance Ready section, Notis can find the corresponding pending Coupa approval and carry out the decision you have recorded there.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Approve Approval
Tool to approve a pending approval record. Use when you need to programmatically approve a pending approval by ID.
Why this helps
Approvals can sit in a queue while you switch between Asana and Coupa to find the right record and act on it.
- Use a clear Asana section move as the approval signal.
- Reduce time spent finding the matching Coupa approval.
- Get a run report when Notis completes or cannot safely match a record.
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 give it a name and prompt.
- 3In one instruction, ask Notis to match the task to a pending Coupa approval and approve it only when the task clearly signals approval.
- 4Pick the Asana Task Moved to Section trigger, then choose where run reports should go.
- 5Test with one real task and approval before relying on it.
Questions about this workflow
How does Notis know which Coupa approval to approve?
The task or its accessible context needs a clear Coupa approval identifier or other reliable matching details. Notis should report an ambiguous match instead of approving a guess.
Does moving any task approve an item?
The prompt should require the task to move into your designated Finance Ready section and clearly communicate approval intent before acting.
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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