Keep Coupa comments and evidence together
Give reviewers the discussion and its supporting file in one place.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Add Attachment to Comment
Tool to add a file attachment to an existing comment. Use when you need to upload and attach files to comments in Coupa.
Why this helps
A comment may explain the issue while the evidence remains buried in a ticket attachment.
- Makes review faster
- Reduces lost attachments
- Improves collaboration
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Coupa in Notis once.
- 2Create an automation named Comment Evidence Attachment.
- 3Tell Notis to create or identify the relevant Coupa comment and attach the matching Zendesk file.
- 4Pick the New Zendesk Ticket trigger and choose a report channel.
- 5Test it with one ticket and attachment.
Questions about this workflow
Which Coupa comment should receive the file?
Describe the matching rule in your plain language instruction, such as the related purchase order or invoice.
What if the file is too large?
Have Notis report the attachment issue for manual handling.
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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No card. Works with personal or business Coupa.