Prepare CommCare invitations for active supervisors
Keep access aligned as supervisory teams change.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Web User Invitation
Tool to create an invitation for a new web user in CommCare. Use when you need to invite a user with specific role and permissions. Requires 'Edit Web Users & Edit Access API' permissions.
Why this helps
Access reviews become a spreadsheet chore when staffing changes every week.
- Catch new access needs
- Keep roles intentional
- Reduce repetitive reviews
Setup
Build it in a few focused steps.
- 1Connect 7shifts and CommCare in Notis.
- 2Create the automation in Automations.
- 3Tell Notis to identify active supervisors needing access and create the appropriate CommCare invitations.
- 4Pick a weekly schedule and report channel.
- 5Test with one real supervisor roster.
Questions about this workflow
Does this revoke access?
No, this workflow creates invitations; any access removal must be handled through a separate supported process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to CommCare. A trigger fires from one place; an action lands in another.
7shifts triggers
CommCare actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Lookup Table
Tool to create a new lookup table in a CommCare domain. Use when you need to set up reference data structures like product catalogs, price lists, or configuration tables. Requires 'Edit Apps' permission.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Web User Invitation
Tool to create an invitation for a new web user in CommCare. Use when you need to invite a user with specific role and permissions. Requires 'Edit Web Users & Edit Access API' permissions.
List Reports
Tool to retrieve available reports configured in a CommCare project. Use when you need to discover what reports exist before downloading report data via the Download Report Data API.
Single Sign On
Tool to validate login credentials and retrieve user profile for a mobile worker or web user. Use when you need to authenticate a user and obtain their profile information including roles, permissions, locations, and configuration details.
Submit Form to CommCare
Tool to submit an XForm to CommCare following the OpenRosa standard. Use when you need to submit form data with complete XML including required metadata fields (deviceID, timeStart, timeEnd, username, userID, instanceID).
Submit Form ODK Compatible
Tool to submit form data using ODK-compatible endpoint for Android client compatibility. Use when submitting XForm data to CommCare. Requires properly formatted XML with metadata including unique instanceID.
Connect any two apps with Notis in the middle.
7shifts and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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