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Notis

Attach new Drive project files to Coupa

Keep newly created project evidence with the Coupa project from day one.

Trigger

File Created

Triggers when a new file is created in Google Drive.

Action

Add File Attachment to Project

Tool to add a file attachment to an existing project. Use when you need to upload and attach files (documents, images, PDFs, etc.) to projects in Coupa.

Why this helps

New project files land in Drive but project records remain incomplete.

  • Keep project records complete
  • Reduce filing tasks
  • Make new evidence discoverable

Setup

Build it in a few focused steps.

  • 1Connect Google Super and Coupa in Notis once.
  • 2Create an automation named New Drive file to project attachment.
  • 3Tell Notis to identify the related Coupa project and attach each relevant new Drive file, reporting any ambiguous matches.
  • 4Pick File Created and choose a report channel.
  • 5Test with one project document.

Questions about this workflow

How does it know which project to use?

Include the project code or name in the file name, folder, or metadata and tell Notis to use it.

Can irrelevant files be skipped?

Yes. Instruct Notis to attach only files that meet your stated project criteria.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Super to Coupa. A trigger fires from one place; an action lands in another.

Google Super 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

Aggregate Metric Changed

Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.

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

Attendee Response Changed

Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.

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

Cell Range Values Changed

Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.

TriggerPolling

Get Account

Tool to retrieve a specific account by ID. Use when you need detailed account information including segments, type, and status.

ActionInstant

Comment Added (Docs/Sheets/Slides)

Triggers when a new comment is added to Google Docs, Sheets, or Slides.

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

Conditional Format Rule Changed

Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.

TriggerPolling

List Account Types

Tool to list account types in Coupa. Use when you need account type IDs and names for account creation.

ActionInstant

Data Validation Rule Changed

Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.

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 Super and Coupa, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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