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Notis

Move approved contact access requests into CommCare

Let Notis create a CommCare invitation when an approved contact request arrives with the intended role and permissions.

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

A contact may be ready to onboard while the separate project access request is still waiting for attention.

  • Start an invitation from a webhook request.
  • Use access details provided with the approved request.
  • Send a run report to your chosen channel.

Setup

Build it in a few focused steps.

  • 1Connect ActiveCampaign and CommCare once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis the outcome from any channel.
  • 3Tell Notis to create an invitation only for approved requests with the supplied role and permissions.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one approved contact request.

Questions about this workflow

Does a campaign contact automatically qualify for an invitation?

No. The webhook should identify an approved request and provide its role and permissions.

What CommCare permissions are needed?

The connected account needs Edit Web Users and Edit Access API permissions.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Active campaign triggers

CommCare actions

Recurring trigger

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

TriggerScheduled

Create Lookup Table

Create a lookup table in a domain.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Web User Invitation

Create an invitation for a new web user.

ActionInstant

List Reports

List reports configured in a project.

ActionInstant

Single Sign On

Validate a user’s login and retrieve their profile.

ActionInstant

Submit Form ODK Compatible

Submit form data using an ODK-compatible endpoint.

ActionInstant

Submit Form to Application

Submits an XForm to a specified CommCare application.

ActionInstant

Connect any two apps with Notis in the middle.

Active campaign and CommCare, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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