Create the process automator

Learn how to create the process automator for invoice recording in Coupa.

In Coupa, the Process Automator feature allows users to automate tasks and workflows based on custom business logic and predefined triggers. Users can link actions in Coupa to external systems through APIs when certain conditions are met. For example, approving an invoice can prompt a call to a third-party system to update its records.

Global Tax Determination uses the Process Automator to record a transaction after the invoice is approved in Coupa.

Click Setup, then click Process Automator in the Platform section.
Click Create, then click Create New Process.
In the Name field, enter ApprovedProcess.
In the Trigger section, select the following:
- For Launch Process on, select Document Event.
- For Document, select Invoice.
- For Trigger Process on, select Approval.
In the Perform Action section of Step 1, select the following:
- For Object, select Trigger.Invoice.
- For Action, select API Call Out.
- For Call Out, select ApprovedInvoice.
Click Save.

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Create the process automator

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