Find the right available CommCare report for a planning request
When a campaign planning request arrives, have Notis list the reports configured in CommCare so your team can choose the right next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Reports
List reports configured in a project.
Why this helps
Teams can spend time searching for a report before they can even decide whether it answers a planning question.
- Return a current list when a planning request arrives.
- Keep report discovery separate from downloading data.
- Share the result in the selected reporting 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.
- 3Ask Notis to list available CommCare reports when the webhook signals a planning request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real request and CommCare project.
Questions about this workflow
Will Notis select a report or download its data?
This action lists available reports. The team can decide which report fits, and data download is separate.
What starts it?
An HTTP request starts the workflow when the external system sends the configured webhook.
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.
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.
Active campaign and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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