Check CommCare report availability before monthly reviews
Get a current list of configured CommCare reports ahead of a monthly review, with the results sent where your team works.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Reports
List reports configured in a project.
Why this helps
Review preparation takes longer when the team first has to rediscover which reports are configured.
- See the report catalog before a monthly review.
- Reduce search and context switching during preparation.
- Share the inventory with the team in a preferred 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 configured reports and provide a concise availability review.
- 4Pick a monthly schedule and choose where run reports should go.
- 5Test with one real CommCare project.
Questions about this workflow
Does this workflow retrieve report data?
No. It lists the reports available in the CommCare project.
Can it include whether a report changed since last month?
Only if you provide a previous inventory or other history for comparison.
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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