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Notis

Keep invoices moving when an approver is unavailable

Handle a documented coverage change without bypassing the full approval chain.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Bypass Current Invoice Approval

Tool to skip the current approver and activate the next approver in the approval chain. Use when you need to bypass the current pending approver and move to the next approver. Note that the invoice must be in an approvable status (e.g., 'pending_approval'), not 'draft' status.

Why this helps

Invoices stall with one unavailable approver even though a valid backup path exists.

  • Prevent avoidable stalls
  • Preserve remaining controls
  • Apply backup coverage consistently

Setup

Build it in a few focused steps.

  • 1Connect Coupa in Notis once.
  • 2Create a webhook automation for approved approver coverage events.
  • 3Tell Notis to verify the invoice, current approver, and policy reason before bypassing that approver.
  • 4Choose a Notis webhook as the trigger.
  • 5Select a report channel and test with one controlled request.

Questions about this workflow

Does this bypass every approver?

No, it skips only the current approver and activates the next one.

What invoice status is required?

The invoice must be in an approvable status such as pending_approval.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Timelinesai to Coupa. A trigger fires from one place; an action lands in another.

Timelinesai 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 WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

TriggerPolling

List Accounts

Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.

ActionInstant

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

Get Account

Tool to retrieve a specific account by ID. Use when you need detailed account information including segments, type, and status.

ActionInstant

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

List Account Types

Tool to list account types in Coupa. Use when you need account type IDs and names for account creation.

ActionInstant

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.

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

When this happens · Trigger

Do this · Action

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