Skip to content
Notis

Hold a Coupa approval after a priority change

Prevent low-priority purchasing work from consuming approval attention too early.

Trigger

Task Priority Updated

Triggers when a task's priority changes. `changes[]` carries `PriorityChange` entries only.

Action

Hold Approval

Tool to place an approval on hold. Use when you need to pause approval workflow temporarily.

Why this helps

A procurement item loses urgency in ClickUp but continues taking up space in Coupa's active approval queue.

  • Reduce noise in active approval queues
  • Reflect project priorities in finance workflows
  • Create a clear audit trail for the pause

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and Coupa once in Notis.
  • 2Create an automation for pausing deprioritized purchasing approvals.
  • 3Describe the priority threshold, matching logic, and the reason to include in the run report.
  • 4Pick the ClickUp Task Priority Updated trigger and choose a report channel.
  • 5Test with one task whose priority was lowered.

Questions about this workflow

Does it hold every priority change?

You can instruct Notis to act only when the new priority meets your defined deprioritization condition.

Can it resume the approval later?

This workflow only uses Hold Approval. A separate process would be needed to resume it.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Clickup 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

Folder Created

Triggers when a new Folder is created.

TriggerInstant

List Accounts

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

ActionInstant

Folder Deleted

Triggers when a Folder is deleted.

TriggerInstant

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

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

TriggerInstant

Get Account

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

ActionInstant

List Created

Triggers when a new List is created.

TriggerInstant

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

List Deleted

Triggers when a List is deleted.

TriggerInstant

List Account Types

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

ActionInstant

List Updated

Triggers when a List is updated (renamed, content edited, etc.).

TriggerInstant

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.

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

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Coupa.