Check account context for pending approvals
A pending approval may depend on knowing whether the account context is right. Notis can gather Coupa approval and account information alongside relevant Drive records for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Approvals
Tool to list approvals with optional pagination and filters. Use when you need to retrieve multiple approval records.
Why this helps
Account coding questions can slow approvals when reviewers need to chase down supporting documents.
- Put account context next to approval review.
- Highlight records that need coding confirmation.
- Reduce context switching when reviewing pending work.
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 how pending approvals and their Coupa account details should be checked against specified Drive documentation, reporting possible mismatches for a person.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real pending approval and validate its account context.
Questions about this workflow
Does this change the account or approval?
No. This workflow retrieves approval and account information for review and reports possible issues. It does not update accounts or make approval decisions.
What if account documentation is not in Drive?
The workflow can report that it did not find the specified context. It cannot verify against records that are unavailable to it.
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.
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.
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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