Bring the right deal reviewer into the related invoice approval
When a Salesforce opportunity changes, Notis can add the reviewer you specify to the approval chain of its linked Coupa invoice.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Add Approver To Invoice
Tool to manually add an approver to an invoice. Use when you need to add a user or user group to the approval chain of an invoice at a specific position.
Why this helps
Deal context and invoice approvals can drift apart when the right reviewer is identified in Salesforce but not added in Coupa.
- Bring a designated reviewer into the invoice approval chain after a deal change.
- Reduce manual handoffs between sales and finance.
- Keep routing tied to an explicit opportunity-to-invoice reference.
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 identify the related Coupa invoice and add the specified reviewer when the opportunity meets your stated condition.
- 4Pick the Salesforce New or Updated Opportunity trigger and choose where run reports should go.
- 5Test with one real opportunity that includes a reliable invoice reference and a valid Coupa user or group reviewer.
Questions about this workflow
What information is required to route the invoice?
Notis needs a reliable reference connecting the Salesforce opportunity to a Coupa invoice, plus the Coupa user or group to add as approver. Supply these references in the records or instruction.
Does an opportunity change approve the invoice?
No. This workflow adds an approver to the invoice chain. The approver still reviews and decides in Coupa.
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.
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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
List Accounts
Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Get Account
Tool to retrieve a specific account by ID. Use when you need detailed account information including segments, type, and status.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 Lead Trigger
Triggers when a new Lead is created in Salesforce.
List Account Types
Tool to list account types in Coupa. Use when you need account type IDs and names for account creation.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Coupa, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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