Pause Coupa approvals when Trello flags an issue
Stop questionable approvals while the team resolves the open question.
Trigger
New Activity Trigger
Triggered when there is activity in Trello.
Action
Hold Approval
Tool to place an approval on hold. Use when you need to pause approval workflow temporarily.
Why this helps
Approvals continue moving even when a blocker is being discussed elsewhere.
- Prevent premature approvals
- Make blockers visible
- Give teams time to resolve issues
Setup
Build it in a few focused steps.
- 1Connect Trello and Coupa in Notis once.
- 2Create an automation telling Notis to place the matching Coupa approval on hold when activity identifies a genuine blocker and summarize the reason.
- 3Pick the Trello New Activity trigger.
- 4Choose a report channel and test with one real blocker.
Questions about this workflow
What should count as a blocker?
Define examples such as missing evidence, disputed spend, or an unresolved supplier question.
Will the hold be removed automatically?
This workflow places the hold; create a separate approved process for releasing it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Coupa. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
List Accounts
Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.
New Activity Trigger
Triggered when there is activity in Trello.
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.
New Board Trigger
Triggered when a board is created in the specified workspace
Get Account
Tool to retrieve a specific account by ID. Use when you need detailed account information including segments, type, and status.
New Card Trigger
Triggered when a card is created in the specified board
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.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello and Coupa, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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