Keep expense report feedback with the Coupa record
A reviewer leaves useful expense feedback in a document comment. Notis can carry the substance into the relevant Coupa expense report so it is easier to follow up.
Trigger
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Action
Add Comment to Expense Report
Tool to add a comment to an expense report. Use when you need to add notes or feedback to an existing expense report.
Why this helps
Expense feedback in a document can be overlooked when the report and discussion are in separate tools.
- Keep reviewer notes with the expense report.
- Reduce retyping between document discussion and Coupa.
- Report comments that need a human to identify the report.
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 Drive comments should become concise notes on the matching Coupa expense report, and ask Notis to report uncertain matches.
- 4Pick the Google Drive Comment Added trigger and choose where run reports should go.
- 5Test with one real expense review comment and verify the Coupa note.
Questions about this workflow
Will it copy the entire comment thread?
The action adds a comment to an expense report. Instruct Notis to add a concise, relevant note rather than copying unrelated discussion.
What happens when no report match is clear?
The workflow should report the comment and document for a person to identify the correct expense report.
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.
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Webhook trigger
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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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
List Accounts
Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.
File Created
Triggers when a new file is created in Google Drive.
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.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Get Account
Tool to retrieve a specific account by ID. Use when you need detailed account information including segments, type, and status.
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.
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.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
List Account Types
Tool to list account types in Coupa. Use when you need account type IDs and names for account creation.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
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 Drive and Coupa, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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