Include Coupa business groups in new project setup
Make Coupa group discovery part of the early setup checklist for a new Jira project.
Trigger
New Project
Triggered when a new project is added in Jira
Action
List Business Groups
Tool to list business groups (content groups) in Coupa. Use when you need IDs, names, and metadata of content groups for assignments.
Why this helps
Project owners may not know which Coupa business groups are available when coordinating purchasing access.
- Surface available Coupa groups during project setup
- Reduce manual searching in Coupa
- Give project owners a useful starting point
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 retrieve Coupa business groups and summarize the available options for the new project owner.
- 4Pick Jira New Project as the trigger and choose where run reports should go.
- 5Test with one real Jira project creation.
Questions about this workflow
Does this assign a business group to the project?
No. It lists Coupa business groups for the project owner to review.
Can it create a new Coupa group?
No. This workflow retrieves the existing business group list.
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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