Refresh quarterly CommCare reference structures
Make recurring catalog and configuration setup a planned, visible step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Quarterly reference updates are easy to miss when they depend on ad hoc configuration work.
- Reduce quarter start setup work
- Create a repeatable configuration checkpoint
- Keep refreshed data tied to a run report
Setup
Build it in a few focused steps.
- 1Connect 1Password and CommCare in the Notis portal.
- 2Create an automation asking Notis to create the quarterly lookup table from supplied approved data.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Test with one real quarter dataset.
Questions about this workflow
Can it replace the prior table?
The action creates a new lookup table. Decide how to handle prior tables in your CommCare process.
What permission is required?
The CommCare account needs Edit Apps permission.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to CommCare. A trigger fires from one place; an action lands in another.
1password 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.
1password and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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