Pause Coupa approvals during active investigations
Stop an approval from moving while the supporting issue is being resolved.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Hold Approval
Tool to place an approval on hold. Use when you need to pause approval workflow temporarily.
Why this helps
Approvals continue moving while an investigation is still open in Zendesk.
- Prevents premature approvals
- Keeps investigations connected
- Reduces manual monitoring
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Coupa in Notis once.
- 2Create an automation named Approval Investigation Hold.
- 3Tell Notis to place the referenced Coupa approval on hold when a ticket documents an active investigation.
- 4Pick the New Zendesk Ticket trigger and choose a report channel.
- 5Test it with one genuine escalation.
Questions about this workflow
Can the hold be released automatically?
This package only places the approval on hold. Use a separate instruction for release if supported.
What if no approval ID is present?
Have Notis report the ticket for clarification.
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
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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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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