Prepare a CommCare lookup table from scheduled reference data
When your setup schedule arrives, Notis can create a lookup table from the reference data you supplied for the program.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Lookup Table
Create a lookup table in a domain.
Why this helps
Program setup tasks are easy to leave until the last minute when reference tables require a separate manual step.
- Tie table setup to a recurring planning schedule.
- Use reference data supplied by your team.
- Receive a report about the creation run.
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 which supplied reference data to use when creating the lookup table.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real set of reference values.
Questions about this workflow
Can a schedule provide reference values by itself?
No. Supply the reference data in the instruction or through the connected workflow context.
What permission is required?
CommCare requires Edit Apps permission to create a lookup table.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business CommCare.