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Find Coupa business groups from Slack

Resolve access questions with a quick business group lookup in the team channel.

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

List Business Groups

Tool to list business groups (content groups) in Coupa. Use when you need IDs, names, and metadata of content groups for assignments.

Why this helps

Access questions consume time when teams cannot quickly find the right Coupa group.

  • Speeds access triage
  • Reduces duplicate groups
  • Makes ownership easier to find

Setup

Build it in a few focused steps.

  • 1Connect Slackbot and Coupa once in Notis.
  • 2Create an automation named Business group lookup.
  • 3Tell Notis to list Coupa business groups matching the criteria in the Slack message and summarize the matches.
  • 4Pick Channel Message Received as the trigger.
  • 5Choose the channel for run reports and test with one access question.

Questions about this workflow

Can it search by name?

Yes. Provide the name or other supported filters in the request.

Does it change access?

No. This workflow only retrieves business group records.

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.

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.

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

When this happens · Trigger

Do this · Action

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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Coupa.