Add invoice approvers after escalation meetings
Make escalation decisions actionable. Notis reads the new meeting details and updates the Coupa invoice approval chain.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Action
Add Approver To Invoice
Tool to manually add an approver to an invoice. Use when you need to add a user or user group to the approval chain of an invoice at a specific position.
Why this helps
Invoice escalation decisions often sit in calendar notes while invoices remain blocked.
- Shortens blocked invoice time
- Preserves a clear audit trail
- Reduces manual rekeying after meetings
Setup
Build it in a few focused steps.
- 1Connect Outlook and Coupa in Notis once.
- 2Create an automation named Invoice escalation handoff.
- 3Tell Notis to identify the invoice and designated approver in each new escalation event, then add that approver to the invoice.
- 4Pick New Calendar Event as the trigger and choose a report destination.
- 5Test with one real escalation event.
Questions about this workflow
Does this approve the invoice automatically?
No. It adds the named approver so the normal Coupa approval process can continue.
What if multiple invoices are mentioned?
Ask Notis to update each confidently identified invoice and report ambiguous references.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Coupa. A trigger fires from one place; an action lands in another.
Outlook 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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
List Accounts
Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Get Account
Tool to retrieve a specific account by ID. Use when you need detailed account information including segments, type, and status.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
List Account Types
Tool to list account types in Coupa. Use when you need account type IDs and names for account creation.
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.
Outlook and Coupa, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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