Give agents the order and subscription details they need, and reach buyers the moment a payment fails.
Get more done with Tidio and Coupa integration
Answer purchase order and invoice questions from Coupa without handing out a login.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Category
Finance
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Coupa
Answer where my approval is
Coupa returns the requisition, its stage and who has it, so a colleague gets an answer without emailing three people in finance.
Handle supplier payment questions
Invoice status from Coupa reaches the chat, so a supplier asking when they will be paid is told instead of being passed around.
Take the buying request
What somebody needs, for which cost center and by when, is captured in the conversation and raised as a Coupa requisition.
Keep the controls in place
Coupa still applies approval routing and spend policy, so a request that starts in a chat does not skip any of it.
Overview
Coupa holds the requisitions, purchase orders, invoices and supplier records, and the people asking about them, a supplier chasing payment or a colleague chasing an approval, are rarely the people who use it daily. Connected to Tidio through Zapier or the Tidio API, the chat answers from Coupa: where the approval sits, whether the invoice was received, what the purchase order covers. Requests that need a person are routed with the record attached.
Key features
- Answer where an approval is with the Coupa requisition status behind the reply
- Tell suppliers about payment using the Coupa invoice record rather than a phone call
- Start a request in chat and let it become a Coupa requisition with the details
- Keep procurement rules since Coupa still runs the approvals and the spend limits
Coupa
Finance
Tags
Workflow Automation
Contact Sync
How it works
Connect Coupa in minutes
1
Connect Tidio and Coupa
Link them with Zapier or the Tidio API using an account limited to the Coupa records you want reachable from a conversation.
2
Decide what the chat handles
Status lookups can be automatic, while requisitions and exceptions are routed to the right team.
3
Keep Coupa in charge
Answers come from Coupa, and every approval and control still runs there.
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Frequently asked questions
Common questions about the Coupa integration
Can suppliers use this?
Yes, if you open the chat to them. They ask about an invoice or a purchase order and the answer comes from Coupa, which is quicker than a portal account most suppliers rarely use.
Does this bypass approvals?
No. A conversation can create a Coupa requisition, but the approval chain, budget and policy in Coupa still apply exactly as they do today.
Is the Coupa integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Coupa integration.