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Notis

Stay aware of the reports available in CommCare

Spend less time searching for the right report. A scheduled Notis run can check the reports configured in your CommCare project and share a useful summary.

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

When reporting needs change, teams can lose time finding what reports exist before they can decide what to review next.

  • See the reports configured in your project without repeatedly checking by hand.
  • Give your team a concise starting point for report review.
  • Reduce context switching when planning program reporting.

Setup

Build it in a few focused steps.

  • 1Connect 2chat and CommCare once in the Notis portal.
  • 2Create an automation by telling Notis what you want to learn from the available reports.
  • 3Pick a recurring schedule as the trigger.
  • 4Choose where you want run reports to go.
  • 5Test with one real example and check that the listed reports match your project.

Questions about this workflow

Does this download report data?

No. The selected action lists available reports. Downloading data requires a separate API step that is not among the provided CommCare actions.

Can Notis tell me which report is best?

Notis can summarize the report names and descriptions returned. To recommend one for a specific decision, provide the decision context and any criteria you want considered.

What starts the automation?

A recurring Notis schedule starts it. Select the cadence that fits your team's report review routine.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 2chat to CommCare. A trigger fires from one place; an action lands in another.

2chat 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.

2chat and CommCare, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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