Get the right CommCare user invited for follow-up
Avoid losing an assigned compliance follow-up in the gap between identifying a need and inviting its owner.
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
A compliance action can have an owner but still be blocked because that person has not been invited to CommCare.
- Reduce manual follow-up for a needed account invitation.
- Use the role and permission details supplied for the intended recipient.
- Keep the invitation request connected to a compliance task.
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 an invitation for the supplied recipient and role details when a follow-up is due; provide those details and the schedule criteria.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real invitation request and verify the intended access details.
Questions about this workflow
Will Notis infer a person's email or role from 21risk?
No. Supply the recipient and role details in the request or instruction; no trigger event or automatic data lookup is listed for 21risk.
What access is needed?
The CommCare invitation action requires Edit Web Users and Edit Access API permissions.
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.
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.
21risk and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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