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Find contract context for pending Coupa approvals

Pending approvals sometimes need a contract check before someone can decide. Notis can bring relevant Drive contract files into a recurring review report.

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

Reviewers may not know a pending approval depends on a contract stored in Drive until they search for it.

  • Bring related contract files into approval triage.
  • Highlight records needing contract follow-up.
  • Reduce the time needed to gather review context.

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 Coupa approvals should be reviewed against specified Drive contract documents, reporting possible gaps without making approval decisions.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real approval review and verify the contract context in the report.

Questions about this workflow

Does this complete or approve contracts?

No. It reviews pending approval information and Drive files, then reports findings. It does not complete contracts or approve anything.

Can it locate any contract in Drive?

It can review files it can access using criteria in your instruction. Identify the contract types or relevant folders and records clearly.

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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