Route invoice approval requests from Gmail to Coupa
When an email asks for another reviewer on an invoice, have Notis add the requested approver in Coupa.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Add Approver To Invoice
Tool to manually add an approver to an invoice. Use when you need to add a user or user group to the approval chain of an invoice at a specific position.
Why this helps
Invoice review requests can get buried in email, leaving approvals waiting while you chase the right person.
- Route review requests without retyping them in Coupa.
- Keep invoice approval requests from getting lost in your inbox.
- Use the invoice and reviewer details supplied in the email.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Coupa once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe that Notis should find the invoice and reviewer in each request email and add that approver in Coupa.
- 4Pick New Gmail Message Received as the trigger and choose where run reports should go.
- 5Test with one real email that includes a Coupa invoice reference and requested approver.
Questions about this workflow
What information should the email include?
Include enough detail for Notis to identify the invoice and the user or user group to add. If either is unclear, Notis cannot reliably select the correct approval chain.
Will this approve the invoice?
No. This action adds an approver to the invoice approval chain; it does not approve the invoice.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Coupa. A trigger fires from one place; an action lands in another.
Gmail triggers
Coupa actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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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.
Gmail and Coupa, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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