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Make newly shared evidence available in Coupa

A document gets shared with the people working on an order or expense. Notis can attach it to the relevant Coupa comment when the record is identifiable.

Trigger

File Shared (Permissions Added)

Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.

Action

Add Attachment to Comment

Tool to add a file attachment to an existing comment. Use when you need to upload and attach files to comments in Coupa.

Why this helps

Newly shared evidence can stay disconnected from the Coupa discussion where reviewers need it.

  • Bring shared evidence into the related Coupa discussion.
  • Reduce searching across Drive and Coupa.
  • Flag files that do not have a clear Coupa destination.

Setup

Build it in a few focused steps.

  • 1Connect Google Drive and Coupa once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3Describe which newly shared Drive evidence should be attached to an existing relevant Coupa comment, and ask Notis to report when it cannot find the right comment.
  • 4Pick the Google Drive File Shared trigger and choose where run reports should go.
  • 5Test with one real shared file and verify the Coupa comment attachment.

Questions about this workflow

Does this create a Coupa comment too?

The selected action attaches a file to an existing comment. The instruction should identify an existing relevant Coupa comment or ask Notis to report when one cannot be found.

Does the trigger provide the file's current permissions?

The File Shared trigger detects newly granted sharing permissions and includes permission information for the change. Use the automation instruction to describe which shared files are relevant.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Drive to Coupa. A trigger fires from one place; an action lands in another.

Google Drive triggers

Coupa actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Abandon Invoice

Tool to abandon an invoice. Use when an invoice is invalid and needs to be abandoned. Invoice once abandoned cannot be reversed.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Comment Added (Docs/Sheets/Slides)

Triggers when a new comment is added to Google Docs, Sheets, or Slides.

TriggerPolling

List Accounts

Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.

ActionInstant

File Created

Triggers when a new file is created in Google Drive.

TriggerPolling

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.

ActionInstant

File Deleted or Trashed

Triggers when a file is moved to trash or permanently deleted in Drive.

TriggerPolling

Get Account

Tool to retrieve a specific account by ID. Use when you need detailed account information including segments, type, and status.

ActionInstant

File Shared (Permissions Added)

Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.

TriggerPolling

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.

ActionInstant

File Updated

Triggers when a file's metadata or content changes in Google Drive.

TriggerPolling

List Account Types

Tool to list account types in Coupa. Use when you need account type IDs and names for account creation.

ActionInstant

Google Drive Changes

Triggers when changes are detected in a Google Drive.

TriggerPolling

Get Account Type

Tool to retrieve a specific account type by ID. Use when you need detailed information about a chart of accounts.

ActionInstant

Connect any two apps with Notis in the middle.

Google Drive and Coupa, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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