Process authorized urgent invoice bypasses
For exceptional urgent payments, turn a clearly authorized request into a fast Coupa action with a complete report.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Bypass All Invoice Approvals
Tool to bypass all approvals for an invoice to enable rapid payment processing. Use when you need to skip the entire approval chain and get an invoice approved immediately. Note that the invoice must be in an approvable status (e.g., 'pending_approval'), not 'draft' status.
Why this helps
Urgent payment requests can stall while teams manually repeat the same approval update.
- Speeds exceptional payment handling
- Requires explicit authorization
- Reports the invoice and request context
Setup
Build it in a few focused steps.
- 1Connect Outlook and Coupa in Notis once.
- 2Create an automation named Urgent invoice bypass.
- 3Tell Notis to bypass all approvals only for an explicitly authorized request, verify the invoice is approvable, and report the result.
- 4Pick New Outlook Message as the trigger and choose where run reports go.
- 5Test with one real authorized urgent request and an eligible invoice.
Questions about this workflow
Can this bypass a draft invoice?
No. Instruct Notis to report drafts because the Coupa action requires an approvable status.
How should authorization be defined?
Name the approved sender or approval language in the instruction and review exceptions manually.
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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