Keep purchase order records current when OneDrive files move
A moved file can break a team's trail of context. Record its new location on the related Coupa purchase order automatically.
Trigger
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.
Action
Add Comment to Purchase Order
Tool to add a comment to a purchase order. Use when you need to add notes, feedback, or mention users on an existing purchase order.
Why this helps
After a file is renamed or moved, colleagues may not know where the supporting document went or which order it belongs to.
- Leave a searchable note on the related PO when a document changes location.
- Reduce follow-up messages asking where the file went.
- Surface unmatched changes in a run report.
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.
- 3Tell Notis how to identify the related PO and include the file's new path in a concise comment.
- 4Pick the OneDrive Item Moved or Renamed trigger and choose where run reports should go.
- 5Test with one real moved or renamed PO document.
Questions about this workflow
What should the comment include?
You can instruct Notis to include the new filename and path, along with the old location when useful. Keep sensitive details out of the comment unless the PO audience is allowed to see them.
What if the file does not identify a PO?
Instruct Notis to report the item for follow-up without commenting on a PO it cannot confidently match.
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
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