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Notis

Move completed consent forms into CommCare

When an ActiveMerge consent workflow finishes, have Notis prepare and submit its form data to the right CommCare application.

Trigger

Webhook received

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

Action

Submit Form to Application

Submits an XForm to a specified CommCare application.

Why this helps

Finalized consent paperwork can sit outside CommCare while someone manually re-enters its details.

  • Reduce duplicate entry after consent documents are finalized.
  • Keep a clear run report for each attempted submission.
  • Use a real completed document example to check the result.

Setup

Build it in a few focused steps.

  • 1Connect ActiveMerge and CommCare once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
  • 3Describe how finalized consent document data should become a form submission in the intended CommCare application.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real consent document and check the CommCare result.

Questions about this workflow

Does ActiveMerge provide a built-in trigger for this workflow?

No. ActiveMerge exposes no trigger events here, so Notis starts from a webhook request sent when your document workflow is complete.

What does CommCare need to accept a form?

The submission must be a properly formatted XForm with required metadata such as deviceID, timeStart, timeEnd, username, userID, and instanceID.

Will Notis infer missing consent fields?

Notis can interpret data supplied in the webhook and document context. Provide any required values that are not present in that input.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

ActiveMerge 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.

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

When this happens · Trigger

Do this · Action

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