Keep monthly CommCare onboarding moving
Handle planned access batches on schedule so new collaborators are not forgotten.
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
Batch onboarding gets delayed when invitations depend on someone remembering a monthly admin task.
- Prevent planned onboarding slips
- Process a predictable invitation batch
- Keep an operational report of outcomes
Setup
Build it in a few focused steps.
- 1Connect 1Password and CommCare in the Notis portal.
- 2Create an automation instructing Notis to process the supplied approved invitation queue.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Test with one real batch.
Questions about this workflow
Where does the invitation queue come from?
Provide the approved queue in the automation context or scheduled input.
What permissions are required?
The account needs Edit Web Users and Edit Access API permissions.
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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