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Notis

Keep invoice review assignments in sync

When invoice ownership or review needs change in Linear, have Notis add the requested reviewer to the corresponding Coupa invoice.

Trigger

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

Action

Add Approver To Invoice

Tool to manually add an approver to an invoice. Use when you need to add a user or user group to the approval chain of an invoice at a specific position.

Why this helps

Approval chains falling out of date when a reviewer change is recorded in project work rather than Coupa.

  • Keeps a reviewer change from being buried in an issue update.
  • Reduces repeated status checks across tools.
  • Preserves the normal approval process while updating its participants.

Setup

Build it in a few focused steps.

  • 1Connect Linear and Coupa to Notis once through the portal.
  • 2Create an automation in the portal or ask Notis in plain language to add a named reviewer to the Coupa invoice referenced when a Linear issue is updated.
  • 3Select the Linear Issue Updated trigger and a channel for run reports.
  • 4Test with an issue update that clearly identifies the invoice and reviewer.

Questions about this workflow

Will this bypass an approver?

No. This workflow adds an approver to the invoice approval chain and does not bypass anyone.

Can an issue update describe the invoice?

Yes. Include enough context in the issue update for Notis to identify the relevant Coupa invoice and reviewer.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Linear 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

Comment Received Trigger

Triggered when a comment is received.

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

Issue Created Trigger

Triggered when a new issue is created.

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

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

TriggerInstant

Get Account

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

ActionInstant

Private Team Comment Created

Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).

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

Private Team Issue Created

Fires when a new issue appears in a private Linear team (polled with the connected user's token).

TriggerPolling

List Account Types

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

ActionInstant

Private Team Issue Properties Updated

Fires when properties on an issue change in a private Linear team (polled with the connected user's token).

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.

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

When this happens · Trigger

Do this · Action

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