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Approve a specific Coupa item from WhatsApp

Make a deliberate approval decision from WhatsApp when the pending record is clearly identified and the reply comes from an authorized reviewer.

Trigger

Interactive Reply Received

Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.

Action

Approve Approval

Tool to approve a pending approval record. Use when you need to programmatically approve a pending approval by ID.

Why this helps

Approval requests can sit while reviewers switch between chat and Coupa to confirm the right record and take action.

  • Act on an explicit interactive confirmation.
  • Reduce delay between review and approval.
  • Avoid acting when a pending record cannot be confidently matched.

Setup

Build it in a few focused steps.

  • 1Connect WhatsApp and Coupa once in the Notis portal.
  • 2Create an automation and tell Notis to approve only a clearly identified pending approval after an authorized reviewer confirms it.
  • 3Pick the WhatsApp Interactive Reply Received trigger.
  • 4Choose where run reports go, then test with a real pending approval and an authorized reviewer.

Questions about this workflow

Can a regular text message approve an item?

This workflow uses the interactive reply trigger. Configure the instruction to require a clear reply, an authorized reviewer, and an unambiguous matching pending approval record.

What if more than one approval matches?

The automation should stop and report the ambiguity for manual review rather than approve a potentially incorrect record.

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.

TriggerScheduled

Abandon Invoice

Tool to abandon an invoice. Use when an invoice is invalid and needs to be abandoned. Invoice once abandoned cannot be reversed.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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

TriggerPolling

List Accounts

Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.

ActionInstant

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.

TriggerInstant

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.

ActionInstant

Interactive Reply Received

Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.

TriggerInstant

Get Account

Tool to retrieve a specific account by ID. Use when you need detailed account information including segments, type, and status.

ActionInstant

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.

TriggerInstant

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.

ActionInstant

List Account Types

Tool to list account types in Coupa. Use when you need account type IDs and names for account creation.

ActionInstant

Get Account Type

Tool to retrieve a specific account type by ID. Use when you need detailed information about a chart of accounts.

ActionInstant

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

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