Finish external purchase orders cleanly
Turn a completed delivery review into a properly closed PO record.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Close/Soft Close External PO
Tool to close or soft-close an external purchase order. Use when finalizing an external PO after confirming receipt or when business rules require closure.
Why this helps
Completed external POs stay open and clutter reporting when closure is left to manual cleanup.
- Keeps open order reports accurate
- Reduces closeout backlog
- Matches system status to delivery reality
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Coupa in the Notis portal once.
- 2Create an automation asking Notis to close or soft close the external PO identified on a completion slide.
- 3Pick New Slide Added as the trigger.
- 4Choose a report channel and test with one completed PO slide.
Questions about this workflow
When should soft close be used?
Use the slide instruction to choose soft close when follow-up activity may still be needed.
What evidence should the slide contain?
State that receipt or the applicable business completion condition is confirmed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Coupa. A trigger fires from one place; an action lands in another.
Google Slides 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.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
List Accounts
Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.
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.
Get Account
Tool to retrieve a specific account by ID. Use when you need detailed account information including segments, type, and status.
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.
List Account Types
Tool to list account types in Coupa. Use when you need account type IDs and names for account creation.
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 Slides and Coupa, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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