Add Zendesk evidence to Coupa expense reports
Keep the explanation with the expense record so reviewers have the full story.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Add Comment to Expense Report
Tool to add a comment to an expense report. Use when you need to add notes or feedback to an existing expense report.
Why this helps
Expense reviewers lack the customer or service context buried in support tickets.
- Improves review context
- Cuts follow-up questions
- Creates consistent documentation
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Coupa in Notis once.
- 2Create an automation named Expense Context Capture.
- 3Tell Notis to summarize each new ticket and add relevant evidence to the matching Coupa expense report comment.
- 4Pick the New Zendesk Ticket trigger and choose a report channel.
- 5Test it with one real expense-related ticket.
Questions about this workflow
Can it handle tickets without an expense report ID?
Yes. Instruct Notis to report unmatched tickets for manual review.
Will it copy the entire conversation?
No. Ask for a concise summary containing only review-relevant details.
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
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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New User Created
Triggered when a new user is created in Zendesk.
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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 Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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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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