Keep revised PO documents close to the Coupa order
A supplier quote, scope, or other PO document changes in Drive. Notis can attach the revised file to its corresponding Coupa purchase order and flag uncertain matches.
Trigger
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Action
Add File Attachment to Purchase Order
Tool to add a file attachment to an existing purchase order. Use when you need to upload and attach files (documents, images, PDFs, etc.) to purchase orders in Coupa.
Why this helps
A revised Drive document can leave the purchase order record out of date until someone remembers to upload it again.
- Keep revised supporting files available from the PO.
- Cut down on repeated manual uploads.
- Get a report when the order cannot be confidently identified.
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 that updated Drive files used as PO support should be attached to their matching Coupa purchase order, with uncertain matches reported.
- 4Pick the Google Drive File Updated trigger and choose where run reports should go.
- 5Test with one real revised file and verify the attachment on the Coupa PO.
Questions about this workflow
Does this replace the old PO attachment?
The action adds a file attachment. Tell Notis whether to attach the revised file and report that it is a revision; do not assume the prior attachment is removed.
Can Notis tell which purchase order to use?
It can use the information available in the file and context. Provide a reliable way to identify the Coupa PO in the automation instruction, and report cases without a clear match.
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
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Google Drive Changes
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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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