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Act on confirmed approvals from WhatsApp

Move clearly authorized approvals forward without hunting through systems.

Trigger

New WhatsApp Message Received

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

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

A clear approval in chat still waits for someone to enter it into Coupa.

  • Shorten approval turnaround
  • Capture the instruction trail
  • Reduce repetitive portal work

Setup

Build it in a few focused steps.

  • 1Connect TimelinesAI and Coupa in Notis once.
  • 2Create an automation for confirmed approval messages.
  • 3Tell Notis to approve only when the message names the record and clearly authorizes approval.
  • 4Choose New WhatsApp Message Received as the trigger.
  • 5Pick a report channel and test with one real authorization.

Questions about this workflow

Will it approve ambiguous messages?

No, Notis should request clarification when authorization or the target record is unclear.

Which Coupa action is used?

The workflow uses Approve Approval for a pending approval record.

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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