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Add approvers to PO changes after review

Keep purchase order changes moving by adding the approver chosen during the review meeting.

Trigger

Calendar Event Changes

Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.

Action

Add Approver to PO Change

Tool to add an approver to a purchase order change after the current approver. Use when you need to manually add an approver to a pending PO change request in the approval chain.

Why this helps

PO change decisions get recorded in meetings but fail to update the pending approval chain.

  • Reduces PO change delays
  • Captures meeting decisions
  • Keeps approval ownership clear

Setup

Build it in a few focused steps.

  • 1Connect Outlook and Coupa in Notis once.
  • 2Create an automation named PO change review handoff.
  • 3Tell Notis to identify the PO change and designated approver in the changed event, then add that approver after the current approver.
  • 4Pick Calendar Event Changes as the trigger and choose a report destination.
  • 5Test with one real PO change review event.

Questions about this workflow

Can the approver be a group?

Yes. Tell Notis whether the decision names a user or a user group.

What if the PO change is already complete?

Notis should report the status and make no approval-chain change.

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.

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

New Contact Added

Triggered when a new contact is added in the Outlook contacts.

TriggerInstant

List Accounts

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

ActionInstant

Calendar Event Changes

Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.

TriggerInstant

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

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

TriggerInstant

Get Account

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

ActionInstant

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

TriggerInstant

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

New Sent Message

Triggered when a new message is sent from the Outlook mailbox.

TriggerInstant

List Account Types

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

ActionInstant

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.

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

When this happens · Trigger

Do this · Action

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