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Close completed external purchase orders with a clear signal

Reduce the tail of finished procurement work with a deliberate signal when the PO is ready to close.

Trigger

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

Action

Close/Soft Close External PO

Tool to close or soft-close an external purchase order. Use when finalizing an external PO after confirming receipt or when business rules require closure.

Why this helps

Completed external POs remain open because finalization falls off the team's follow-up list.

  • Clears completed PO work from open follow-up
  • Uses a deliberate completion signal
  • Keeps unclear or unconfirmed orders untouched

Setup

Build it in a few focused steps.

  • 1Connect Slack and Coupa to Notis once through the portal.
  • 2Create an automation instructing Notis to soft-close only a clearly matched external PO after an authorized person adds the agreed completion reaction.
  • 3Select the Slack message reaction added trigger and choose a channel for run reports.
  • 4Test with one external PO confirmed complete and the agreed reaction.

Questions about this workflow

Will a reaction close any PO?

Scope the prompt to an agreed reaction, authorized user, external PO, and clear completion confirmation.

What if receipt is not confirmed?

Have Notis skip closure until the message confirms the required completion conditions.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Slack to Coupa. A trigger fires from one place; an action lands in another.

Slack triggers

Coupa actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Abandon Invoice

Tool to abandon an invoice. Use when an invoice is invalid and needs to be abandoned. Invoice once abandoned cannot be reversed.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

List Accounts

Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.

ActionInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

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.

ActionInstant

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

Get Account

Tool to retrieve a specific account by ID. Use when you need detailed account information including segments, type, and status.

ActionInstant

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

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.

ActionInstant

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

List Account Types

Tool to list account types in Coupa. Use when you need account type IDs and names for account creation.

ActionInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

Get Account Type

Tool to retrieve a specific account type by ID. Use when you need detailed information about a chart of accounts.

ActionInstant

Connect any two apps with Notis in the middle.

Slack and Coupa, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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