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Notis

Keep supplier site access aligned with project ownership

When project responsibilities change, have Notis update visibility on the associated Coupa supplier site for the group named in the project context.

Trigger

Project Properties Updated

Fires when properties on a Linear project change (status, lead, target date, priority, etc.). Covers projects in both public and private teams — polls with the connected user's token.

Action

Add Content Group to Supplier Site

Tool to add a content group (business group) to a supplier site. Use when you need to assign a content group to a supplier site for access control or visibility management.

Why this helps

Supplier site access lagging behind ownership changes and prompting manual access checks.

  • Carries access requests into the supplier site record.
  • Reduces back-and-forth to identify who should see supplier information.
  • Helps new project owners find the records needed for their work.

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 to add the specified business group to the related Coupa supplier site when project ownership changes.
  • 3Select the Linear Project Properties Updated trigger and choose the run-report channel.
  • 4Test with one project change linked to an existing supplier site.

Questions about this workflow

Does every project property change update access?

The instruction should specify which ownership or scope changes justify adding a group.

Does this grant access to a supplier record too?

This action adds a content group to a supplier site.

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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