Add invoice approvers from WhatsApp requests
Handle urgent approval changes without leaving the conversation.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Add Approver To Invoice
Tool to manually add an approver to an invoice. Use when you need to add a user or user group to the approval chain of an invoice at a specific position.
Why this helps
Approval requests arrive in chat and wait because nobody updates the invoice workflow.
- Reduce approval delays
- Keep routing decisions documented
- Respond to urgent requests faster
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Coupa in Notis once.
- 2Create an automation for invoice approver requests.
- 3Tell Notis to identify the invoice, requested user or group, and placement, then add the approver.
- 4Choose New WhatsApp Message Received as the trigger.
- 5Choose a report channel and test with one approved request.
Questions about this workflow
Can this change an invoice approval chain?
Yes, it uses Coupa's add approver action when the message provides the needed details.
Does Notis approve the invoice too?
No, this workflow only adds the requested approver.
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.