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Notis

Keep Slack purchase order decisions attached to the right Coupa PO

Give future-you one place to check why a purchase order changed or moved forward.

Trigger

Channel Message Received

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

Action

Add Comment to Purchase Order

Tool to add a comment to a purchase order. Use when you need to add notes, feedback, or mention users on an existing purchase order.

Why this helps

Important procurement context gets buried in busy channels, leaving founders to reconstruct decisions later.

  • Preserves decision context beside the relevant PO
  • Reduces searching across channels when questions return
  • Creates a consistent place for teammates to review rationale

Setup

Build it in a few focused steps.

  • 1Connect Slack and Coupa to Notis once through the portal.
  • 2Create an automation in the portal and describe adding relevant PO decisions from Slack to the matching Coupa purchase order as a comment.
  • 3Select the Slack channel message trigger and choose a channel for run reports.
  • 4Test with a real message that clearly identifies an existing PO and its decision.

Questions about this workflow

Will every channel message become a PO comment?

Tell Notis in the prompt to act only on messages that clearly discuss a Coupa purchase order and contain a useful decision or update.

What if the PO cannot be identified?

Have the instruction skip the comment when the PO match is uncertain and report the run for follow-up.

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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