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Carry clear rejection decisions into Coupa

Close the loop when the team has decided an approval should not proceed.

Trigger

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

Action

Reject Approval

Tool to reject an approval. Use when you need to programmatically reject a pending approval by ID.

Why this helps

Rejected requests remain pending because nobody transfers the decision from the meeting into Coupa.

  • Close rejected requests faster
  • Preserve rationale
  • Reduce stale approval queues

Setup

Build it in a few focused steps.

  • 1Connect Zoom and Coupa in Notis once.
  • 2Create an automation that rejects only explicitly rejected Coupa approvals and includes the stated rationale.
  • 3Pick Meeting Summary Created or Updated as the trigger.
  • 4Choose a report channel and test with one definitive rejection.

Questions about this workflow

Can it reject based on uncertainty?

No. It should require a clear rejection decision rather than an unresolved discussion.

Where is the rationale stored?

The action applies the rejection, while the run report records the meeting based reason.

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.

TriggerScheduled

Abandon Invoice

Tool to abandon an invoice. Use when an invoice is invalid and needs to be abandoned. Invoice once abandoned cannot be reversed.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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

TriggerPolling

List Accounts

Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.

ActionInstant

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

TriggerPolling

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.

ActionInstant

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

TriggerPolling

Get Account

Tool to retrieve a specific account by ID. Use when you need detailed account information including segments, type, and status.

ActionInstant

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

TriggerPolling

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.

ActionInstant

New Cloud Recording

Triggers when a new cloud recording meeting instance appears for a user.

TriggerPolling

List Account Types

Tool to list account types in Coupa. Use when you need account type IDs and names for account creation.

ActionInstant

New Meeting Created

Triggers when a new Zoom meeting is created for a user.

TriggerPolling

Get Account Type

Tool to retrieve a specific account type by ID. Use when you need detailed information about a chart of accounts.

ActionInstant

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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