Route purchase order change requests from sent email
When your sent message requests a reviewer for a PO change, have Notis add them to the pending Coupa approval chain.
Trigger
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Action
Add Approver to PO Change
Tool to add an approver to a purchase order change after the current approver. Use when you need to manually add an approver to a pending PO change request in the approval chain.
Why this helps
A reviewer request can be sent without making it into the pending PO change approval chain, creating another follow-up task.
- Connect a sent reviewer request to the pending PO change.
- Reduce manual follow-up in Coupa after sending instructions.
- Keep the requested reviewer in the approval sequence.
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 name it.
- 3In one instruction, tell Notis to use sent emails that name a PO change and reviewer to add that approver after the current Coupa approver.
- 4Select Email Sent as the trigger and choose where run reports should go.
- 5Test with one real sent request containing a PO change reference and reviewer.
Questions about this workflow
What does this do in Coupa?
It adds an approver to a purchase order change after the current approver. It does not approve the change.
What if the email does not identify the PO change or reviewer?
Notis needs enough information to locate the pending change and the requested user or group. Supply missing details in your instruction or email.
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
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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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