Turn project handoffs into CommCare invitations
Reduce onboarding follow-up by turning a project handoff request into a CommCare web user invitation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Web User Invitation
Create an invitation for a new web user.
Why this helps
New program collaborators can wait for access when invitation requests are buried in project handoffs.
- Turn a supplied invitation request into a CommCare invitation.
- Keep role and permission details visible in the request.
- Surface incomplete access details for review.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and CommCare once in the Notis portal.
- 2Create a new automation in Automations, or tell Notis from any channel what outcome you want.
- 3In one instruction, describe how a handoff request with user and role details should create a CommCare invitation.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real request and review the invitation and run report.
Questions about this workflow
Will it infer a person's permissions from their job title?
Provide the intended role and permissions in the request or instruction. Do not rely on an unstated mapping.
What permissions does the connected CommCare account need?
The action requires Edit Web Users and Edit Access API permissions.
What if the handoff lacks an email or role?
Instruct Notis to flag incomplete requests for review instead of creating an invitation without the required details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to CommCare. A trigger fires from one place; an action lands in another.
Acculynx triggers
CommCare actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Lookup Table
Create a lookup table in a domain.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Web User Invitation
Create an invitation for a new web user.
List Reports
List reports configured in a project.
Single Sign On
Validate a user’s login and retrieve their profile.
Submit Form ODK Compatible
Submit form data using an ODK-compatible endpoint.
Submit Form to Application
Submits an XForm to a specified CommCare application.
Connect any two apps with Notis in the middle.
Acculynx and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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