Keep invoice evidence with the Coupa purchase order
Put new invoice files beside the Coupa purchase order they support, without hunting through folders later.
Trigger
New File Added to Folder
Triggers when a new file is added to a folder in Box. This trigger monitors a specific Box folder and fires when new files are detected. Only files (not folders or web links) are monitored.
Action
Add File Attachment to Purchase Order
Tool to add a file attachment to an existing purchase order. Use when you need to upload and attach files (documents, images, PDFs, etc.) to purchase orders in Coupa.
Why this helps
Invoice documents arrive in Box while the related Coupa purchase order is somewhere else, leaving reviewers to track down evidence.
- Keep invoice support next to the relevant purchase order.
- Reduce manual file searching and follow-up.
- Make new invoice evidence easier for buyers to review.
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.
- 3Ask Notis to identify the matching purchase order from the invoice and attach the Box file to it.
- 4Pick the Box New File Added to Folder trigger for your invoice folder.
- 5Choose a report channel, then test with one real invoice and purchase order.
Questions about this workflow
How does Notis find the matching purchase order?
Tell Notis what invoice details to use for matching, such as a purchase order number in the document. If the file does not contain enough information to identify a Coupa purchase order, Notis needs that matching detail supplied.
Does this create a purchase order?
No. This workflow attaches a new Box file to an existing Coupa purchase order.
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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