Connect OneDrive receipts to Coupa expense reviews
Keep expense reviewers informed when supporting paperwork arrives in OneDrive, with a clear note on the related Coupa report.
Trigger
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Action
Add Comment to Expense Report
Tool to add a comment to an expense report. Use when you need to add notes or feedback to an existing expense report.
Why this helps
Receipts and expense reports can be separated across tools, forcing reviewers to chase missing context.
- Give reviewers a timely pointer to new supporting material.
- Reduce back-and-forth about missing expense documents.
- Avoid commenting on reports that cannot be confidently matched.
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Coupa once in the Notis portal.
- 2Create an automation from Automations, New Automation, or tell Notis from any channel.
- 3Describe how to match receipts to expense reports and what context the comment should contain.
- 4Pick the OneDrive File Created trigger and choose where run reports should go.
- 5Test with one real receipt and a matching expense report.
Questions about this workflow
Does the action attach the receipt to the report?
The selected action adds a comment to an expense report. It does not attach a file, so instruct Notis to add a useful pointer or context available from the OneDrive event.
Can it approve or reject expenses?
No. This workflow adds a comment only; it does not make an approval decision.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Coupa. A trigger fires from one place; an action lands in another.
One drive 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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
List Accounts
Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Get Account
Tool to retrieve a specific account by ID. Use when you need detailed account information including segments, type, and status.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
List Account Types
Tool to list account types in Coupa. Use when you need account type IDs and names for account creation.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
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.
One drive and Coupa, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Coupa.