Keep procurement documents with the Coupa project
Let Notis place the brief or decision document mentioned in a Linear project update alongside the corresponding Coupa project.
Trigger
Project Update Posted
Fires when a project status update is posted on the Linear project's Updates tab. Covers projects in both public and private teams — polls with the connected user's token.
Action
Add File Attachment to Project
Tool to add a file attachment to an existing project. Use when you need to upload and attach files (documents, images, PDFs, etc.) to projects in Coupa.
Why this helps
Procurement context split between project updates and the Coupa record people need to review.
- Keeps supporting material near the Coupa project record.
- Saves time searching through update threads for an attachment.
- Makes procurement context easier to find during review.
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 attach a referenced procurement file from a Linear project update to the corresponding Coupa project.
- 3Select the Linear Project Update Posted trigger and choose the run-report channel.
- 4Test with one update containing a file and a clearly identifiable Coupa project.
Questions about this workflow
Does the workflow create a Coupa project?
No. It attaches a referenced file to an existing project in Coupa.
What kind of material fits?
Use a project update that references a relevant brief, decision document, or other procurement file.
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.
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.
Comment Received Trigger
Triggered when a comment is received.
List Accounts
Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.
Issue Created Trigger
Triggered when a new issue is created.
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.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Get Account
Tool to retrieve a specific account by ID. Use when you need detailed account information including segments, type, and status.
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).
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.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
List Account Types
Tool to list account types in Coupa. Use when you need account type IDs and names for account creation.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
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.
Linear and Coupa, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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