Route purchase order change approver requests from Asana
Keep PO change review requests in Asana and have Notis add the named approver to the matching Coupa change when the task is ready.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Add Approver to PO Change
Tool to add an approver to a purchase order change after the current approver. Use when you need to manually add an approver to a pending PO change request in the approval chain.
Why this helps
PO change requests can be tracked in Asana while the Coupa approval chain still lacks the reviewer who needs to weigh in.
- Use a visible task handoff to start the approver update.
- Keep the requested reviewer and PO change context together.
- Receive a report if the change or approver cannot be identified.
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 explicitly named approver to the clearly identified pending Coupa PO change after the current approver.
- 4Pick the Asana Task Moved to Section trigger for your approval-request section and choose a report channel.
- 5Test with one real PO change task and approver.
Questions about this workflow
Does this action approve the PO change?
No. It adds an approver to the purchase order change approval chain; it does not approve the change.
What if the task does not name a position for the approver?
This Coupa action adds the approver after the current approver. If that is not the intended placement, do not run it; capture the needed instruction and review the setup.
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
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When this happens · Trigger
Do this · Action
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