Find Coupa accounts from Trello spend requests
Give spend requests a current list of possible Coupa accounts.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
Action
List Accounts
Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.
Why this helps
Teams guess at account codes when the account catalog is difficult to search during planning.
- Improve coding decisions
- Reduce account lookup time
- Surface inactive or missing accounts
Setup
Build it in a few focused steps.
- 1Connect Trello and Coupa in Notis once.
- 2Create an automation telling Notis to search Coupa accounts using the spend context in each new card and summarize suitable matches.
- 3Pick the Trello New Card trigger.
- 4Choose a report channel and test with one spend request.
Questions about this workflow
Does this change account data?
No. It retrieves accounts for review and reporting.
Can it flag inactive accounts?
Yes, ask Notis to include account status in the summary.
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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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Coupa.