Bring Coupa account data into budget reviews
Give every budget review the current account list without a separate lookup session.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
List Accounts
Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.
Why this helps
Reviewers lose time switching from presentation discussions to procurement searches.
- Provides current account IDs and codes
- Cuts context switching during reviews
- Creates a concise report for stakeholders
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Coupa in the Notis portal once.
- 2Create an automation asking Notis to retrieve the accounts requested on a new slide and summarize them.
- 3Pick New Slide Added as the trigger.
- 4Select a report channel and test with one account review slide.
Questions about this workflow
Can the slide include filters?
Yes. State filters such as account code, status, or pagination needs in plain language.
Where will the results appear?
Notis sends the summary to the report channel you choose.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Coupa.