Attach a file to a Coupa purchase order from Slack
Put the document where procurement can find it when it matters.
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
Add File Attachment to Purchase Order
Tool to add a file attachment to an existing purchase order. Use when you need to upload and attach files (documents, images, PDFs, etc.) to purchase orders in Coupa.
Why this helps
Important PO files remain trapped in private messages and are hard to retrieve.
- Centralizes supplier documents
- Cuts manual downloading
- Improves record completeness
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Coupa once in Notis.
- 2Create an automation named Attach PO document.
- 3Tell Notis to attach the file in the DM to the specified Coupa purchase order.
- 4Pick Direct Message Received as the trigger.
- 5Choose a private run report destination and test with one real document.
Questions about this workflow
Can the file be a PDF?
Yes. The Coupa attachment action supports documents and other file types accepted by Coupa.
What if the PO reference is missing?
Notis can ask for clarification or report that it could not safely identify the purchase order.
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
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
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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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