Resolve disputed external POs faster
Carry a confirmed dispute outcome into Coupa while the context is fresh.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Cancel External PO
Tool to cancel an external purchase order. Use when you need to cancel an externally-created PO that has not yet been fully processed or has related documents that need to be cleared first.
Why this helps
Dispute resolution is complete in Zendesk but the external PO remains active.
- Reduces lingering disputes
- Keeps procurement records current
- Cuts duplicate updates
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Coupa in Notis once.
- 2Create an automation named Disputed PO Resolution.
- 3Tell Notis to cancel the referenced external Coupa PO only after the ticket records a confirmed resolution and the PO is eligible.
- 4Pick the New Zendesk Ticket trigger and choose a report channel.
- 5Test it with one resolved dispute ticket.
Questions about this workflow
How is this different from a normal cancellation?
The instruction requires a documented dispute resolution before acting.
What if the PO cannot be canceled?
Have Notis report the Coupa constraint for manual follow-up.
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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