Add the right reviewer to a Coupa invoice
Keep invoice approvals aligned with the people who handled the supplier discussion.
Trigger
New Meeting Participant
Triggers when a new participant appears in a past meeting's participant report.
Action
Add Approver To Invoice
Tool to manually add an approver to an invoice. Use when you need to add a user or user group to the approval chain of an invoice at a specific position.
Why this helps
Invoices stall because the person who negotiated or confirmed the work is missing from the approval chain.
- Reduce approval bottlenecks
- Capture subject matter reviewers
- Keep routing decisions explainable
Setup
Build it in a few focused steps.
- 1Connect Zoom and Coupa in Notis once.
- 2Create an automation describing when a participant should be added to an invoice approval chain.
- 3Pick New Meeting Participant as the trigger.
- 4Choose a report channel and test with one past meeting participant.
Questions about this workflow
Does attendance alone add an approver?
No. The instruction should require clear evidence that the participant owns or reviewed the invoice matter.
Can it add a group instead of a user?
Yes, when the Coupa approval action supports the identified user or user group.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Coupa. A trigger fires from one place; an action lands in another.
Zoom 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.
Daily Usage Report Changed
Triggers when the Zoom daily usage report changes for a selected year/month. This trigger monitors daily usage statistics including: - New users added - Number of meetings held - Participant counts - Meeting minutes consumed
List Accounts
Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.
Meeting Details Changed
Triggers when a specific meeting's details change. Detects changes such as: - Meeting topic changes - Agenda updates - Schedule changes (timezone, duration) - Settings modifications (waiting room, recording, video, etc.) - Password changes - Recurrence pattern updates
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.
Meeting Recording Changed
Triggers when a specific meeting's cloud recordings change. Detects changes such as: - New recording files appearing - Recording processing completion (status changes) - Recording metadata changes (count, size, etc.) - New participant audio files
Get Account
Tool to retrieve a specific account by ID. Use when you need detailed account information including segments, type, and status.
Meeting Summary Created or Updated
Triggers when a meeting summary is created or updated for a specific meeting. IMPORTANT: This trigger requires a PAID Zoom account (Pro, Business, or Enterprise plan). Free Zoom accounts cannot use this feature. Additionally requires: - AI Companion feature enabled in account settings - Meeting must not be end-to-end encrypted (E2EE) - Meeting summary must be enabled and generated for the meeting
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.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
List Account Types
Tool to list account types in Coupa. Use when you need account type IDs and names for account creation.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
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.
Zoom and Coupa, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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