Skip a stalled Coupa invoice approver
Keep invoices moving when the current approver is unavailable, with a targeted bypass based on an explicit escalation.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Bypass Current Invoice Approval
Tool to skip the current approver and activate the next approver in the approval chain. Use when you need to bypass the current pending approver and move to the next approver. Note that the invoice must be in an approvable status (e.g., 'pending_approval'), not 'draft' status.
Why this helps
Invoices stall behind unavailable approvers even after an escalation decision is made.
- Removes avoidable approval stalls
- Uses targeted action instead of broad bypass
- Creates a clear run report
Setup
Build it in a few focused steps.
- 1Connect Outlook and Coupa in Notis once.
- 2Create an automation named Stalled approver escalation.
- 3Tell Notis to bypass the current approver only when an authorized email names the invoice and reason, then report the next approval state.
- 4Pick New Outlook Message as the trigger and choose a report destination.
- 5Test with one real escalation and a pending invoice.
Questions about this workflow
Does this skip every approver?
No. It skips only the current approver on the identified invoice.
What if the invoice is not pending approval?
Notis should report that the action is unavailable and make no 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.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Coupa.