Close completed external POs from WhatsApp
Finish procurement records when the team confirms completion in chat.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Close/Soft Close External PO
Tool to close or soft-close an external purchase order. Use when finalizing an external PO after confirming receipt or when business rules require closure.
Why this helps
Completed POs remain open because closure waits on a manual portal step.
- Keep open commitments accurate
- Reduce end of month cleanup
- Capture closure intent
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Coupa in Notis once.
- 2Create an automation for external PO closure requests.
- 3Tell Notis to identify the PO and choose close or soft close based on the instruction.
- 4Choose New WhatsApp Message Received as the trigger.
- 5Select a report channel and test with one completed PO.
Questions about this workflow
Can it cancel a PO instead?
No, this workflow is for closing or soft closing an external PO.
What if receipt confirmation is missing?
Notis can report the missing condition and leave the PO open.
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.
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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
List Accounts
Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.
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.
Get Account
Tool to retrieve a specific account by ID. Use when you need detailed account information including segments, type, and status.
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.
List Account Types
Tool to list account types in Coupa. Use when you need account type IDs and names for account creation.
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.
Timelinesai and Coupa, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Coupa.