Keep supplier visibility organized as users arrive
Apply the right Coupa supplier access context when a new user is created.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Add Content Group to Supplier
Tool to add a content group (business group) to a supplier. Use when you need to assign a content group to a supplier for access control or visibility management.
Why this helps
Supplier access groups drift because ownership and onboarding details are spread across systems.
- Improves supplier visibility control
- Reduces repetitive setup
- Creates consistent assignments
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Coupa in Notis once.
- 2Create an automation named Supplier Group Assignment.
- 3Tell Notis to interpret the new user details, identify the related supplier, and add the correct content group.
- 4Pick the New User Created trigger and choose a report channel.
- 5Test it with one real user record.
Questions about this workflow
What information does Notis use?
It can use the details available in the Zendesk user and your instruction about supplier matching.
What happens if no supplier matches?
Have Notis report the case for review without changing Coupa.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Coupa. A trigger fires from one place; an action lands in another.
Zendesk 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.
New User Created
Triggered when a new user is created in Zendesk.
List Accounts
Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Get Account
Tool to retrieve a specific account by ID. Use when you need detailed account information including segments, type, and status.
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.
Zendesk and Coupa, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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