Beyond-Bot.ai + Coupa

Coupa provides a comprehensive business spend management platform with procurement, invoicing, and expense capabilities.

What You Can Do with this Integration

Automate Data Entry

Automatically sync new contacts or deals from Beyond-Bot.ai to Coupa.

Enrich Customer Profiles

Use Beyond-Bot.ai to find and add new information to your records in Coupa.

Trigger Workflows

Start automated workflows in Coupa based on conversations with your virtual expert.

Available Actions

Here are the specific actions your virtual expert can perform within Coupa.

List Approvals

Tool to list approvals with optional pagination and filters. Use when you need to retrieve multiple approval records.

Reject Approval

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

Get Approval

Tool to retrieve a single approval record. Use when you need detailed approval information by ID.

Ignore Window And Issue

Revalidate Invoice Tolerances

Tool to revalidate tolerances on an invoice. Use when tolerance checks need rerunning after invoice submission issues.

Update Invoice

Tool to update an invoice via PUT /api/invoices/:id.

List Payment Terms

Tool to list payment terms with filters.

Create Purchase Order Attachment

Tool to create an attachment on a purchase order. Use when attaching files, text, or URLs to purchase orders.

Add To Cart

Tool to add items from a requisition to the shopping cart. Use after constructing the add_to_cart payload.

Create Requisition

Tool to create a new requisition. Endpoint: POST /api/requisitions

Get Current Cart

Tool to get the current user's requisition cart. Use when you need to fetch or initialize the current cart for the authenticated user.

Delete Requisition

Tool to delete a requisition. Use when you need to permanently remove a requisition by ID.

List Requisitions

Tool to list requisitions with filters.

List My Requisitions

Tool to list the authenticated user's requisitions. Use when you need to retrieve paginated user requisitions with optional filters.

Remove Approver From Requisition

Tool to remove an approver from a requisition. Use when you need to remove a manually added approver from a requisition. Endpoint: PUT /api/requisitions/:id/remove_approval

Save Requisition For Later

Tool to save a requisition for later. Use when you need to stash a draft requisition without submitting it.

Submit Requisition For Approval

Tool to submit a requisition for approval. Use when you need to create a requisition and immediately submit it for approval.

Update And Submit For Approval

Tool to update a requisition and submit it for approval. Endpoint: PUT /api/requisitions/:id/update_and_submit_for_approval

List Users

Tool to list users. Use when you need to retrieve multiple user records with optional pagination and filtering.