Move CommCare access requests out of WhatsApp
When a teammate asks for access in chat, give the request a clear path to a CommCare invitation, with the role and permission details stated up front.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Access requests in chat are easy to lose, and missing role details can turn a simple invite into a long back-and-forth.
- Give access requests a clear route from chat to invitation.
- Reduce follow-up by asking for the role and permission details at request time.
- Keep invitation work connected to your existing conversation flow.
Setup
Build it in a few focused steps.
- 1Connect 2chat and CommCare once in the Notis portal.
- 2Create an automation by telling Notis when an access request is ready for an invitation.
- 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 verify the invitation details and permissions.
Questions about this workflow
Can this invite mobile workers?
The selected action creates an invitation for a new CommCare web user. It is intended for web user invitations, not mobile worker enrollment.
What information is needed?
The request needs enough information to identify the new web user and specify the role and permissions. The action requires Edit Web Users and Edit Access API permissions.
Can Notis approve access automatically?
The workflow can create an invitation when your instructions say a request is ready. Describe any approval step that must happen first; do not rely on information absent from the request.
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.
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.
2chat and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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