Hold Coupa invoice approvals from email requests
Pause the right invoice when a stakeholder asks for a hold, with the reason captured for the next reviewer.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Hold Approval
Tool to place an approval on hold. Use when you need to pause approval workflow temporarily.
Why this helps
Hold requests get lost in threads while invoices continue through approval.
- Prevents premature approval
- Captures the hold rationale
- Reduces backtracking
Setup
Build it in a few focused steps.
- 1Connect Outlook and Coupa in Notis once.
- 2Create an automation named Invoice hold requests.
- 3Tell Notis to identify explicit hold requests, match the invoice approval, place it on hold, and summarize the stated reason.
- 4Pick New Outlook Message as the trigger and choose a report channel.
- 5Test with one real hold request email.
Questions about this workflow
What counts as an explicit hold request?
Require clear language asking to pause or hold a named invoice, with enough detail to identify it.
Can it act on a vague concern?
Configure it to report vague concerns for review instead of changing the approval.
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.
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Triggered when a new contact is added in the Outlook contacts.
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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.
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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
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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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