Prepare CommCare invitations for an onboarding batch
Give Notis an approved onboarding list and schedule the creation of CommCare web user invitations with the requested roles and permissions.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Web User Invitation
Create an invitation for a new web user.
Why this helps
Batch onboarding can get stuck when each invitation requires a separate administrative task.
- Process approved onboarding requests on a chosen schedule.
- Keep role and permission details with each request.
- Receive a run report for the batch.
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.
- 3Describe how to create invitations from the approved onboarding requests you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one approved user request and verify its role and permissions.
Questions about this workflow
Will Notis choose permissions for new users?
No. The approved request needs to include the role and permissions to use.
What CommCare permissions are required?
Edit Web Users and Edit Access API permissions are required.
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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