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Put purchase order files where procurement can find them

Carry a relevant document from a public Linear issue into the Coupa purchase order it supports.

Trigger

Public Team Issue Created

Fires when a new issue is created in a Linear *public* team. For private teams (lock icon in Linear's sidebar) use `LINEAR_PRIVATE_TEAM_ISSUE_CREATED`.

Action

Add File Attachment to Purchase Order

Tool to add a file attachment to an existing purchase order. Use when you need to upload and attach files (documents, images, PDFs, etc.) to purchase orders in Coupa.

Why this helps

Useful procurement files getting lost in issue attachments and hard to retrieve during PO follow-up.

  • Makes supporting files available from the PO record.
  • Reduces searching through issue attachments.
  • Keeps procurement evidence connected to the request.

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 the relevant file from a public Linear issue to its matching Coupa purchase order.
  • 3Select the Public Team Issue Created trigger and choose where run reports should appear.
  • 4Test with one public issue containing a relevant file and PO reference.

Questions about this workflow

Does this upload every file from an issue?

Describe the relevant procurement document in the instruction so Notis can attach the intended file.

Does this work with private issues?

Use the matching private-team trigger for issues in private teams.

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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