Process supplier confirmations from Zendesk
Move accepted supplier confirmations forward without a second manual queue.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Accept Header Level Confirmation
Tool to accept order header confirmations from suppliers. Use when a supplier has submitted a header level confirmation that is in pending_buyer_review status and you need to accept it.
Why this helps
Supplier confirmation decisions are recorded in tickets but remain pending in Coupa.
- Speeds supplier processing
- Reduces queue duplication
- Keeps decisions traceable
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Coupa in Notis once.
- 2Create an automation named Supplier Confirmation Acceptance.
- 3Tell Notis to accept the referenced Coupa header confirmation only when the ticket documents approval and the confirmation is pending buyer review.
- 4Pick the New Zendesk Ticket trigger and choose a report channel.
- 5Test it with one valid confirmation request.
Questions about this workflow
What status must the confirmation have?
The Coupa confirmation must be in pending_buyer_review for this action.
What if the ticket says to reject it?
Use a separate rejection instruction and workflow for that decision.
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.
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Webhook trigger
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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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