Approve a Coupa request from a Slack DM
Approve a known Coupa item from a focused DM and keep the decision moving.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
Approve Approval
Tool to approve a pending approval record. Use when you need to programmatically approve a pending approval by ID.
Why this helps
Approvals wait when the approver has to switch apps just to take one action.
- Shortens approval turnaround
- Keeps the request private
- Makes the action easy to audit
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Coupa once in Notis.
- 2Create an automation named DM Coupa approval.
- 3Tell Notis to approve the Coupa approval ID stated in an authorized DM after confirming it is pending.
- 4Pick Direct Message Received as the trigger.
- 5Choose a private run report destination and test with one real approval ID.
Questions about this workflow
Will Notis approve any message?
No. Instruct it to require a specific approval ID and confirmation that the sender is authorized.
What if the approval is no longer pending?
Notis can report the current state instead of attempting an invalid approval.
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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