Create Coupa accounts from budget slides
Convert approved chart of accounts decisions into ready Coupa accounts.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
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.
Why this helps
Finance teams often retype account setup decisions from planning decks into procurement systems.
- Removes duplicate account entry
- Uses the approved details in the deck
- Speeds budget readiness
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Coupa in the Notis portal once.
- 2Create an automation telling Notis to create a Coupa account from approved account details on a new slide.
- 3Pick New Slide Added as the trigger.
- 4Choose where reports should go and test with one approved budget slide.
Questions about this workflow
Which details are needed?
Provide the account type and code segments clearly on the slide.
Will Notis create every account on the slide?
It can create each account that is explicitly identified and complete enough for Coupa.
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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