Pause approvals tied to accounts marked inactive
Use a scheduled review to catch Coupa approvals linked to Salesforce accounts that your team has marked inactive, then place those approvals on hold.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Hold Approval
Tool to place an approval on hold. Use when you need to pause approval workflow temporarily.
Why this helps
Approvals can keep moving while account status changes elsewhere, leaving finance teams to catch the mismatch manually.
- Surface approvals that may need an account-status check.
- Pause matched approval work while a team reviews it.
- Reduce repeated manual checks across Salesforce and Coupa.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Coupa once in the Notis portal.
- 2Create an automation in the portal or tell Notis what outcome you want from any channel.
- 3In one instruction, ask Notis to review Coupa approvals, match each to its Salesforce account, and hold only approvals linked to accounts marked inactive.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real approval linked to an inactive account and confirm the match and hold decision.
Questions about this workflow
How can the approval be matched to a Salesforce account?
The approval or related Coupa record needs a reliable account reference that Notis can use to find the Salesforce account. If the link is unavailable, provide it or leave that approval for manual review.
Will every approval for an inactive account be held?
The instruction should define which approval statuses and account status values qualify. Test the rule with a real example before relying on it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Coupa. A trigger fires from one place; an action lands in another.
Salesforce triggers
Coupa actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Connect any two apps with Notis in the middle.
Salesforce and Coupa, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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