Review Coupa approvals from a new ClickUp task
Turn a new procurement task into an immediate view of the Coupa approvals that need attention.
Trigger
Task Created
Triggers when a new task is created in the configured Workspace.
Action
List Approvals
Tool to list approvals with optional pagination and filters. Use when you need to retrieve multiple approval records.
Why this helps
Procurement decisions get delayed while founders search across ClickUp and Coupa for the current approval state.
- See pending approvals without switching apps
- Surface overdue or blocked decisions
- Get a concise run report in your preferred channel
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Coupa once in Notis.
- 2Create a new automation and name this approval review.
- 3Tell Notis to find Coupa approvals related to the new task and summarize status, approvers, and blockers.
- 4Pick the ClickUp Task Created trigger and choose a report channel.
- 5Test it with one real procurement task.
Questions about this workflow
What does Notis use to find related approvals?
It uses the task title, description, comments, and other available context to search and interpret matching Coupa approval records.
Can this approve anything automatically?
No. This workflow only retrieves and summarizes approvals using Coupa's List Approvals action.
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.
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.
Folder Created
Triggers when a new Folder is created.
List Accounts
Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.
Folder Deleted
Triggers when a Folder is deleted.
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.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Get Account
Tool to retrieve a specific account by ID. Use when you need detailed account information including segments, type, and status.
List Created
Triggers when a new List is created.
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.
List Deleted
Triggers when a List is deleted.
List Account Types
Tool to list account types in Coupa. Use when you need account type IDs and names for account creation.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
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.
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.