Keep invoice approval handoffs moving
Capture the invoice ID and agreed approver in the event, and Notis can update the Coupa approval chain when the meeting is created.
Trigger
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
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 approval handoffs get lost between meeting notes and Coupa, leaving invoices waiting for the right approver.
- Carry a clear meeting decision into Coupa
- Reduce manual follow-up after approval discussions
- Keep the invoice ID and approver in one documented handoff
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Coupa once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, tell Notis to add the named user or group as an invoice approver only when a new event explicitly includes an invoice ID and a clear approval handoff.
- 4Pick the Event Created trigger and choose where run reports should go.
- 5Test with one real event that includes a confirmed invoice ID and approver.
Questions about this workflow
What information should the event include?
Include the Coupa invoice identifier, the intended user or group, and an explicit instruction that they should be added as an approver. Notis cannot infer missing identifiers.
Will this approve the invoice?
No. This workflow adds an approver to the invoice approval chain. It does not approve or reject the invoice.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Calendar to Coupa. A trigger fires from one place; an action lands in another.
Google Calendar 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.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
List Accounts
Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.
Event Canceled or Deleted
Triggers when a Google Calendar event is cancelled or deleted. Returns minimal data: event_id, summary (if available), and cancellation timestamp.
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.
Event Starting Soon
Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.
Get Account
Tool to retrieve a specific account by ID. Use when you need detailed account information including segments, type, and status.
Calendar Event Changes
**SOON TO BE DEPRECATED** - Use Calendar Event Sync (polling trigger) instead. Real-time webhook trigger for calendar event changes. Returns event metadata only. For full event data, use Calendar Event Sync (polling trigger).
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.
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
List Account Types
Tool to list account types in Coupa. Use when you need account type IDs and names for account creation.
Calendar Event Sync
Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).
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.
Google Calendar and Coupa, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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