Put a Coupa approval on hold from chat
Pause a pending approval while you check the details, with the hold request and its reason captured from WhatsApp.
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
Hold Approval
Tool to place an approval on hold. Use when you need to pause approval workflow temporarily.
Why this helps
Reviewers may notice missing information but lose track of the approval while they wait for clarification.
- Pause a pending item while a question is resolved.
- Keep the stated reason alongside the action report.
- Reduce the chance that an unresolved item is treated as ready.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Coupa once in the Notis portal.
- 2Create an automation and instruct Notis to hold only a clearly identified pending approval when the authorized reviewer requests it and gives a reason.
- 3Pick the WhatsApp New Message Received trigger.
- 4Choose where run reports go, then test with one real hold request.
Questions about this workflow
Can this hold an approval without a reason?
Set the instruction to require a reason and a clearly identified pending approval. If either is missing, Notis should ask for clarification or report the gap.
Does placing an approval on hold reject it?
No. The selected Coupa action places a pending approval on hold; it does not reject or approve it.
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.
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Webhook trigger
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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
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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.
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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
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