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Keep procurement course evidence with its Coupa purchase order

Move relevant documentation from a designated Canvas course into the Coupa purchase order where reviewers can find it.

Trigger

New Canvas File Upload

Polls a Canvas course for new file uploads.

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

Procurement evidence uploaded to a training course can be separated from the purchase order it supports.

  • Keeps relevant uploaded evidence with its purchase order.
  • Reduces manual downloading and reattaching of course files.
  • Makes supporting documentation easier to locate during PO review.

Setup

Build it in a few focused steps.

  • 1Connect Canvas and Coupa once in Notis.
  • 2Create an automation and name it for purchase order evidence filing.
  • 3Tell Notis to attach eligible uploads from the designated Canvas course to the Coupa purchase order identified by the agreed order reference.
  • 4Pick the New Canvas File Upload trigger and choose where run reports go.
  • 5Test with one real upload and confirm the correct file and purchase order.

Questions about this workflow

Will every file uploaded to the course be attached?

State which uploads are relevant in the instruction and test with a real example. Use a course dedicated to procurement documentation when possible.

What if the purchase order cannot be identified from the upload?

Provide a reliable order reference through the course or file context. If there is no dependable match, the automation should report the missing identifier instead of attaching the file to a guessed order.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Canvas to Coupa. A trigger fires from one place; an action lands in another.

Canvas triggers

Coupa actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Abandon Invoice

Tool to abandon an invoice. Use when an invoice is invalid and needs to be abandoned. Invoice once abandoned cannot be reversed.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Canvas Assignment Graded

Polls Canvas for newly graded submissions for a specific assignment.

TriggerPolling

List Accounts

Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.

ActionInstant

New Canvas Assignment Submission

Polls Canvas for new submissions to a specific assignment.

TriggerPolling

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.

ActionInstant

New Canvas Discussion Message

Polls Canvas discussion topics for new messages.

TriggerPolling

Get Account

Tool to retrieve a specific account by ID. Use when you need detailed account information including segments, type, and status.

ActionInstant

New Canvas Discussion Topic

Polls a Canvas course for new discussion topics.

TriggerPolling

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.

ActionInstant

New Course Created for User

Polls Canvas for newly created courses for a specific user.

TriggerPolling

List Account Types

Tool to list account types in Coupa. Use when you need account type IDs and names for account creation.

ActionInstant

New Canvas File Upload

Polls a Canvas course for new file uploads.

TriggerPolling

Get Account Type

Tool to retrieve a specific account type by ID. Use when you need detailed information about a chart of accounts.

ActionInstant

Connect any two apps with Notis in the middle.

Canvas and Coupa, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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