Route Box invoice review requests into Coupa
Turn a review request on the Box invoice file into an added approver on the matching Coupa invoice.
Trigger
New File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
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
A reviewer request in a Box comment can be overlooked while the Coupa invoice continues through its approval chain.
- Carry review requests into the Coupa approval chain.
- Reduce missed handoffs between document comments and invoice approvals.
- Keep the added reviewer connected to the relevant invoice.
Setup
Build it in a few focused steps.
- 1Connect Box and Coupa once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, including which comments warrant an added reviewer.
- 3Pick the Box New File Comment Added trigger for the invoice file to monitor.
- 4Choose a report channel, then test with one real review comment and matching Coupa invoice.
Questions about this workflow
Will every comment add an approver?
State the comment condition that signals a genuine review request. The workflow also needs the comment or your instruction to identify the reviewer and matching Coupa invoice.
Can it add a group instead of a person?
The Coupa action supports adding a user or user group. Specify which reviewer or group should be added in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Coupa. A trigger fires from one place; an action lands in another.
Box 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.
Collaboration Details Changed
Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.
List Accounts
Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.
Comment Changed
Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.
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 File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
Get Account
Tool to retrieve a specific account by ID. Use when you need detailed account information including segments, type, and status.
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
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.
File Shared Link Changed
Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.
List Account Types
Tool to list account types in Coupa. Use when you need account type IDs and names for account creation.
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
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.
Box and Coupa, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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