Save purchase order decisions from Slack
Keep the purchase order record current as decisions happen in Slack.
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
PO changes and supplier decisions disappear into fast-moving conversations.
- Keeps procurement history complete
- Reduces repeated questions
- Improves supplier handoffs
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Coupa once in Notis.
- 2Create an automation named Save PO decision.
- 3Tell Notis to add a concise summary of relevant messages to the referenced Coupa purchase order.
- 4Pick Channel Message Received as the trigger.
- 5Choose a procurement report destination and test with one PO discussion.
Questions about this workflow
Can it summarize multiple messages?
Yes. Instruct Notis to summarize the relevant channel message or thread before adding the comment.
What identifies the PO?
Include the Coupa purchase order number or ID in the Slack discussion.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Coupa. A trigger fires from one place; an action lands in another.
Slackbot 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.
Slackbot and Coupa, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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