Move WhatsApp intake requests into CommCare
A WhatsApp message can start the intake process. Notis turns its details into a CommCare form submission, keeping your next step in one place.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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).
Why this helps
Intake details arrive in chat, then require repeated copying into program forms, where small delays can mean missed follow-up.
- Reduce manual transcription from WhatsApp conversations.
- Start a consistent CommCare intake workflow from an incoming request.
- Keep your team focused on follow-up instead of re-entering details.
Setup
Build it in a few focused steps.
- 1Connect 2chat and CommCare once in the Notis portal.
- 2Create an automation by telling Notis the intake outcome you want, in plain language.
- 3Choose the webhook trigger that starts the automation from an HTTP request.
- 4Select where you want run reports to go.
- 5Test with one real example and confirm the form submission is complete.
Questions about this workflow
What starts this workflow?
A Notis webhook starts it when an HTTP request is received. Configure the 2chat or chatbot flow to send a request when it has an intake message to process.
Does Notis create a CommCare case directly?
This workflow uses the Submit Form to CommCare action. Describe the form outcome and provide the required XForm content and metadata through your connected setup; the action does not create a case through a separate case API.
Can Notis infer details that were not shared in the chat?
No. If required form values are missing, tell Notis how to handle them or have the person provide them before submitting.
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.
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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.
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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.
2chat and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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