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Notis

Add WhatsApp PO updates to Coupa automatically

Keep purchase order context in Coupa while conversations are still fresh.

Trigger

New WhatsApp Message Received

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

Action

Add Comment to Purchase Order

Tool to add a comment to a purchase order. Use when you need to add notes, feedback, or mention users on an existing purchase order.

Why this helps

Important PO details stay buried in chat threads and get missed during handoffs.

  • Preserve supplier and team context
  • Reduce manual copy and paste
  • Keep PO history audit ready

Setup

Build it in a few focused steps.

  • 1Connect TimelinesAI and Coupa in Notis once.
  • 2Create an automation and name it for PO message capture.
  • 3Tell Notis to identify the relevant PO and add a concise Coupa comment from each message.
  • 4Choose New WhatsApp Message Received as the trigger.
  • 5Pick a report channel, then test with one real PO message.

Questions about this workflow

Can Notis find the right purchase order from the message?

Yes, when the message includes a PO number or enough identifying context. Otherwise Notis can ask for clarification.

Where does the run result appear?

In the report channel you select during setup.

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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No card. Works with personal or business Coupa.