Add a note to a Coupa expense report from WhatsApp
Keep expense report feedback attached to the Coupa record, even when the detail arrives in chat.
Trigger
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Action
Add Comment to Expense Report
Tool to add a comment to an expense report. Use when you need to add notes or feedback to an existing expense report.
Why this helps
Expense report questions and reminders can get buried in messages instead of staying with the report they concern.
- Attach feedback to the report it concerns.
- Reduce repeated searching for expense context.
- Keep ambiguous report references from creating comments on the wrong record.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Coupa once in the Notis portal.
- 2Create an automation and tell Notis to add a comment only when the message identifies one expense report and contains a clear note.
- 3Pick the WhatsApp New Message Received trigger.
- 4Choose where run reports go, then test with a real expense report and note.
Questions about this workflow
Can this create a new expense report?
No. It adds a comment to an existing expense report, so the report must be identifiable in Coupa.
What if the WhatsApp message is just a question?
Notis should not add a comment unless the message contains a clear note to attach. It should surface messages that need clarification.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Coupa. A trigger fires from one place; an action lands in another.
Whatsapp 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.
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
List Accounts
Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
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.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Get Account
Tool to retrieve a specific account by ID. Use when you need detailed account information including segments, type, and status.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
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.
Whatsapp and Coupa, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Coupa.