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Keep the latest OneDrive file version with its Coupa PO

Make updated purchase order paperwork easy to find by attaching new OneDrive versions to the corresponding Coupa order.

Trigger

New Version Created

Trigger that fires when a new version of a specified OneDrive file is 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

A newer file version can exist in OneDrive while Coupa still holds only an older copy or no copy at all.

  • Bring updated supporting documents into the PO record.
  • Reduce confusion about which copy reviewers should use.
  • Keep the automation focused on the specified source file.

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.
  • 3In one instruction, identify the OneDrive file to watch and how to find its Coupa PO.
  • 4Pick the New Version Created trigger and choose where run reports should go.
  • 5Test with one real version update and matching purchase order.

Questions about this workflow

Can this watch any file?

The listed trigger is for a specified OneDrive file. Identify that file in your automation instruction and ensure Notis can access the version details.

Does this replace the existing Coupa attachment?

The available action adds a file attachment to a purchase order. It does not specify replacement behavior, so the instruction should treat the new version as an additional attachment.

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.

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

Onedrivebasetrigger

Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.

TriggerPolling

List Accounts

Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.

ActionInstant

OneDrive File Created Trigger

Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

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

File Updated

Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.

TriggerPolling

Get Account

Tool to retrieve a specific account by ID. Use when you need detailed account information including segments, type, and status.

ActionInstant

OneDrive Folder Created Trigger

Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

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

OneDrive Item Deleted Trigger

Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

List Account Types

Tool to list account types in Coupa. Use when you need account type IDs and names for account creation.

ActionInstant

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.

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.

One drive and Coupa, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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