Turn finalized intake documents into CommCare forms
Let Notis carry the information from a finished ActiveMerge intake workflow into a CommCare OpenRosa submission.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Submit Form to CommCare
Why this helps
Intake details can be delayed or transcribed inconsistently when teams move them from documents into mobile workflows by hand.
- Move intake information into the CommCare workflow sooner.
- Avoid repeatedly checking whether a finalized document was entered.
- Review submission outcomes through Notis run reports.
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 what outcome you want from any channel.
- 3Describe how finalized intake data should be represented in a valid CommCare XForm.
- 4Choose the webhook trigger and choose where run reports go.
- 5Test with one real intake example and review the CommCare record.
Questions about this workflow
What starts this workflow?
A webhook request starts it. Your setup must send that request when the ActiveMerge intake document is ready.
Can it submit any document as a form?
CommCare expects a valid XForm. The workflow needs enough information to produce the XML and required metadata.
What if the document does not contain a CommCare user ID?
Supply that value in the webhook context or prompt. Notis cannot rely on a value that neither the document nor request provides.
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.
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.
ActiveMerge and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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