Keep Coupa approval decisions aligned with Zendesk
Close the loop when a support or operations decision means an approval should stop.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Reject Approval
Tool to reject an approval. Use when you need to programmatically reject a pending approval by ID.
Why this helps
Rejection decisions are documented in Zendesk but remain pending in Coupa.
- Prevents stale approvals
- Preserves decision context
- Reduces duplicate work
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Coupa in Notis once.
- 2Create an automation named Documented Approval Rejection.
- 3Tell Notis to reject the named Coupa approval only when the ticket contains an explicit rejection decision, and include the reason in the record if supported.
- 4Pick the New Zendesk Ticket trigger and choose a report channel.
- 5Test it with one documented rejection.
Questions about this workflow
What if the ticket only asks for a review?
Have Notis report it without rejecting anything.
Can the rejection reason be summarized?
Yes. Include that requirement in the instruction.
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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