Create Coupa accounts from finance requests in GitHub
Capture account requests where your team already tracks work, then let Notis provision the Coupa account from the details in the issue.
Trigger
New Issue Created
Triggers when a new issue is created in a GitHub repository. Pull requests are automatically excluded -- only true issues produce events. Results can be filtered by labels, assignee, creator, and mentioned user. The payload includes the issue number, title, body, state, labels, assignees, comment count, creator details, timestamps, and direct links to the issue on GitHub.
Action
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.
Why this helps
Finance account requests can sit in an issue tracker while someone re-enters the same account details into Coupa.
- Reduce duplicate entry between GitHub and Coupa.
- Keep account requests tied to their original issue.
- Use the issue details as the source for account creation.
Setup
Build it in a few focused steps.
- 1Connect GitHub and Coupa once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create a Coupa account from new issues in the finance request repository, using the account type and code segments supplied in each issue. Ask it to flag issues with missing details instead of guessing.
- 4Pick New Issue Created as the trigger and choose where run reports should go.
- 5Test with one real issue that contains a valid account type and all required code segments.
Questions about this workflow
What needs to be in the GitHub issue?
Include the account type and the code segments Coupa requires. Notis should flag a request with missing details rather than infer them.
Will this run for every GitHub issue?
Choose the repository used for finance requests when selecting the trigger. The automation prompt can further describe which requests it should act on.
Can it create an account if the issue has incomplete information?
The prompt should direct Notis to report missing required details and not create an account until the request is complete.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link GitHub to Coupa. A trigger fires from one place; an action lands in another.
GitHub 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.
New Workflow Artifact Created
Triggers when a new workflow artifact is created in a GitHub repository. Monitors for newly created GitHub Actions workflow artifacts. Optionally filters by artifact name to restrict monitoring to specific artifacts.
List Accounts
Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.
Branch Changed
Triggers when a GitHub branch changes. Monitors a specific branch for: - New commits pushed (head commit SHA changes) - Protection status toggled (branch becomes protected or unprotected) - Protection settings changed, including: required status checks and their enforcement level, admin enforcement, required pull request reviews (dismiss stale reviews, code owner reviews, approving review count, last push approval), required linear history, force push allowance, deletion allowance, conversation resolution, branch locking, and fork syncing.
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 Branch Created
Triggers when a new branch is created in a GitHub repository. Detects newly created branches. Deleted branches do not fire events.
Get Account
Tool to retrieve a specific account by ID. Use when you need detailed account information including segments, type, and status.
Check Run Status / Conclusion Changed
Triggers when a specific GitHub check run changes its status or conclusion. Monitors a single check run for changes to: status (queued, in_progress, completed, etc.), conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required), started_at, and completed_at.
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.
Check Suite Status / Conclusion Changed
Triggers when a GitHub check suite changes its status or conclusion for a given ref. Monitors all check suites associated with a git reference (branch, tag, or commit SHA) for changes to status (queued, in_progress, completed, etc.) and conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required, startup_failure, stale). Optionally filters by GitHub App ID.
List Account Types
Tool to list account types in Coupa. Use when you need account type IDs and names for account creation.
New Code Scanning Alert Created
Triggers when a new code scanning alert is created in a repository. Fires an event for each newly created code scanning alert detected in the configured repository. Alerts can be filtered by Git reference, scanning tool, state, and severity. The payload includes the alert number, rule details, tool information, state, severity, and the location of the most recent instance.
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.
GitHub and Coupa, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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