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Find the CommCare reports your compliance review needs

Start a recurring compliance review with a current list of available CommCare reports.

Trigger

Recurring schedule

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

Action

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.

Why this helps

A recurring review loses time when you have to remember which CommCare reports are available before checking compliance work.

  • Reduce the effort of finding available reports at review time.
  • Bring report discovery into a recurring compliance routine.
  • Keep report availability separate from report data, which requires a separate download step.

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 retrieve the available CommCare reports and summarize which are relevant to your 21risk review.
  • 4Pick a recurring schedule and choose where run reports go.
  • 5Test with one real run and confirm the available report list is useful.

Questions about this workflow

Does this download report records?

No. This action lists reports configured in the CommCare project. Downloading report data requires a separate supported action.

Can Notis know which reports contain the compliance information I need?

Not from the report list alone. Tell Notis what report names or criteria matter, or supply the report data separately.

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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