Attach emailed evidence to requisition lines
Make requisition review easier by placing each emailed document beside the line it supports.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Add File Attachment to Requisition Line
Tool to add a file attachment to a requisition line. Use when you need to upload and attach files (documents, images, PDFs, etc.) to requisition lines in Coupa.
Why this helps
Requisition evidence gets lost between inbox threads and approval screens.
- Keeps supporting files review-ready
- Reduces approval delays
- Improves audit context
Setup
Build it in a few focused steps.
- 1Connect Outlook and Coupa in Notis once.
- 2Create an automation named Email evidence to requisition line.
- 3Tell Notis to identify the requisition line and attach relevant documents from each incoming message, reporting uncertain matches.
- 4Pick New Outlook Message as the trigger and choose a report destination.
- 5Test with one real requisition evidence email.
Questions about this workflow
Can it attach a quote to a line?
Yes, when the email clearly identifies the requisition line and the quote is relevant.
What if the attachment is unrelated?
Instruct Notis to skip unrelated files and mention them in the report.
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.