Add invoice approvers from Todoist
Keep invoice routing accurate while the approval request is still active.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
Invoices stall when a required approver is missing from the chain.
- Reduce routing delays
- Keep changes traceable
- Avoid manual chain edits
Setup
Build it in a few focused steps.
- 1Connect Todoist and Coupa in the Notis portal once.
- 2Create an automation in Automations with a name and prompt.
- 3Tell Notis to add the named user or group to the Coupa invoice approval chain at the position stated in each new Todoist task.
- 4Pick the Todoist New Task Created trigger.
- 5Choose a report channel, then test with one real invoice routing task.
Questions about this workflow
Can the task specify after which approver to add them?
Yes. Include the relative position in the task instruction.
What if the invoice is no longer pending?
Notis reports the current invoice state and skips changes that Coupa does not allow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Coupa. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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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.
Todoist and Coupa, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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