Keep requisition line documents with the request
Give approvers a clearer view of the evidence behind each requested item.
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 File Attachment to Requisition Line
Tool to add a file attachment to a requisition line. Use when you need to upload and attach files (documents, images, PDFs, etc.) to requisition lines in Coupa.
Why this helps
Requisition support arrives through chat, then approvers have to ask where the evidence belongs.
- Keeps supporting material with the requested item
- Cuts down on back-and-forth before review
- Makes line-level context easier to retrieve
Setup
Build it in a few focused steps.
- 1Connect Slack and Coupa to Notis once through the portal.
- 2Create an automation in plain language to attach a relevant Slack file to a requisition line only when both records are identifiable.
- 3Select the Slack channel message trigger and choose a channel for run reports.
- 4Test with a real requisition line and its supporting document.
Questions about this workflow
Does the automation create a requisition?
No. It attaches a file to an existing requisition line.
What if the request has multiple possible lines?
Have Notis skip the action until the intended line is clear.
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.
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 Channel Created Trigger
Triggered when a new channel is created in Slack.
List Accounts
Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Get Account
Tool to retrieve a specific account by ID. Use when you need detailed account information including segments, type, and status.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
List Account Types
Tool to list account types in Coupa. Use when you need account type IDs and names for account creation.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slack and Coupa, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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