Route Coupa invoice approver requests through Asana
Capture the invoice, approver, and request in one Asana task, then let Notis carry the clear instruction into Coupa.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Add Approver To Invoice
Tool to manually add an approver to an invoice. Use when you need to add a user or user group to the approval chain of an invoice at a specific position.
Why this helps
Requests to add an invoice approver can get lost between task tracking and Coupa's approval chain.
- Keep the request and its status visible in Asana.
- Reduce manual navigation to the invoice approval chain.
- Get a report when the invoice or requested approver is unclear.
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 add the explicitly named approver to the clearly identified Coupa invoice, following the requested position when provided.
- 4Pick the Asana New Task Created trigger and choose where run reports should go.
- 5Test with one real task, invoice, and approver request.
Questions about this workflow
What details should the task include?
Include a reliable invoice reference, the intended approver, and any required position in the approval chain. Notis should report missing details instead of guessing.
Does this approve the invoice?
No. It adds an approver to the invoice approval chain; it does not approve the invoice.
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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