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Notis

Approve a Coupa record after a human review

Keep a decision in your normal review flow, then let Notis approve the matching pending Coupa record.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Approve Approval

Tool to approve a pending approval record. Use when you need to programmatically approve a pending approval by ID.

Why this helps

A reviewed item can sit in Coupa while someone switches apps to find and approve it.

  • Reduce app switching after a review decision.
  • Act on the approval ID supplied in the webhook request.
  • Keep a run report for each attempted approval.

Setup

Build it in a few focused steps.

  • 1Connect Hubspot and Coupa once in the Notis portal.
  • 2Create an automation and describe that it should approve the pending Coupa approval identified in the request after the request confirms approval.
  • 3Pick the Notis webhook trigger.
  • 4Choose where run reports should go.
  • 5Test with one real pending Coupa approval ID and an approved review request.

Questions about this workflow

What information must the webhook request include?

Include the Coupa approval ID and an explicit approved decision. Notis needs those details to identify the pending approval and proceed.

Will this approve an invoice directly?

It approves the pending approval record by ID. The webhook should only be sent after your review process confirms approval.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Hubspot 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

Contact Created Trigger

Contact Created Trigger

TriggerInstant

List Accounts

Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.

ActionInstant

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

TriggerInstant

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

Get Account

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

ActionInstant

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

List Account Types

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

ActionInstant

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.

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

When this happens · Trigger

Do this · Action

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