Bring Coupa budget line details into Jira review
Give budget questions a clearer starting point with the relevant Coupa budget lines in the run report.
Trigger
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
Action
Get Budget Lines
Tool to retrieve budget lines from Coupa. Use when you need to query budget line information associated with accounts and periods.
Why this helps
Budget checks can stall while someone searches Coupa for the right account and period details.
- Reduce time spent searching for budget details
- Keep Jira requests as the review entry point
- Give reviewers relevant line information
Setup
Build it in a few focused steps.
- 1Connect Jira and Coupa once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3In one instruction, ask Notis to use the account and period details in new budget check issues to retrieve the relevant Coupa budget lines and summarize them.
- 4Pick Jira New Issue as the trigger and choose where run reports should go.
- 5Test with one real request that specifies a Coupa account and period.
Questions about this workflow
Can this determine whether a purchase is within budget?
It retrieves budget line information. Any comparison or decision needs criteria supplied in the Jira issue or automation instruction.
What should the request include?
Provide the relevant account and period details so Coupa budget lines can be looked up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Coupa. A trigger fires from one place; an action lands in another.
Jira 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 Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
List Accounts
Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.
New Project
Triggered when a new project is added in Jira
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.
Updated Issue
Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.
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.
Jira and Coupa, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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