Keep planning aligned with Coupa account types
Start each planning cycle with the account type list your team actually has.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Account Types
Tool to list account types in Coupa. Use when you need account type IDs and names for account creation.
Why this helps
Outdated account type lists create rework when a new deck is prepared.
- Reduces stale planning references
- Supports recurring review cycles
- Delivers a ready to share summary
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 current Coupa account types for planning.
- 3Choose a recurring schedule trigger.
- 4Pick a report channel and test with one scheduled run.
Questions about this workflow
Can the schedule match planning meetings?
Yes. Choose a recurring schedule that runs before your planning review.
Does this change Coupa data?
No. It retrieves account type information for planning.
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.