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Keep checklist reference data available in CommCare

Turn supplied compliance categories or reference values into a CommCare lookup table with one instructed workflow.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

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

Teams can lose time copying the same reference categories into the system used for program work.

  • Reduce manual setup of reference data tables.
  • Keep supplied checklist categories accessible in a CommCare domain.
  • Use existing reference values rather than inventing new standards.

Setup

Build it in a few focused steps.

  • 1Connect 21risk and CommCare once in the Notis portal.
  • 2Create an automation from any channel or in Automations, New Automation, and give it a name.
  • 3Tell Notis to create a CommCare lookup table from the reference data in the incoming request, and specify the table contents and domain.
  • 4Pick the webhook trigger and choose where run reports go.
  • 5Test with one real reference data example and confirm the table is correct.

Questions about this workflow

Will this action create an entire CommCare application?

No. It creates a lookup table in a CommCare domain. It requires Edit Apps permission.

Where does the table data come from?

It must be supplied in the webhook request or identified in your instruction. The listed action does not retrieve checklist contents from 21risk automatically.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 21risk to CommCare. A trigger fires from one place; an action lands in another.

21risk triggers

CommCare actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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).

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

21risk and CommCare, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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