Keep Coupa purchase orders current with Trello updates
Carry procurement decisions from Trello into the purchase order record.
Trigger
Card Updated Trigger
Triggered when a specific card is updated
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
PO owners miss important updates because decisions remain in project cards.
- Centralize procurement context
- Improve handoffs
- Create a clearer PO history
Setup
Build it in a few focused steps.
- 1Connect Trello and Coupa in Notis once.
- 2Create an automation instructing Notis to post material updates from changed procurement cards to the matching Coupa purchase order.
- 3Pick the Trello Card Updated trigger.
- 4Choose where reports go and test with one real PO update.
Questions about this workflow
What counts as a material update?
Define events such as delivery changes, scope decisions, pricing notes, or owner instructions in your prompt.
Can Notis skip routine edits?
Yes. Tell it to ignore formatting changes and only comment on substantive procurement information.
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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