Put line-specific documents on the right Coupa PO line
Keep quotes, specifications, and other line-level support close to the purchase item they explain.
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 File Attachment to Purchase Order Line
Tool to add a file attachment to a purchase order line. Use when you need to upload and attach files (documents, images, PDFs, etc.) to specific purchase order lines in Coupa.
Why this helps
A document attached only to the overall order can be hard to connect to the specific line it supports.
- Keep line-specific context attached to the relevant item.
- Make reviewers' document searches more direct.
- Avoid misfiling when line identifiers are absent or ambiguous.
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 identify the PO and line from the new file, and what to do when either is unclear.
- 4Pick the OneDrive File Created trigger and choose where run reports should go.
- 5Test with one real line-specific document and purchase order.
Questions about this workflow
What identifiers are useful for line matching?
Use identifiers that are present in the returned file data, such as a PO number and line reference. Notis cannot infer identifiers that the file or connected data does not provide.
Will Notis attach a file if only the PO is clear?
Specify your preferred handling. For line-level accuracy, it is safer to report the file for review when the specific line cannot be identified.
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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