Turn document workflow approval into a CommCare invitation
When the required onboarding paperwork is complete, pass an approval request to Notis to create the matching CommCare web user invitation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Web User Invitation
Create an invitation for a new web user.
Why this helps
Approved onboarding paperwork can be complete while the user invitation is still waiting for someone to act on it.
- Link a completed onboarding workflow to a next-step invitation.
- Reduce manual follow-up after approval.
- Keep the invitation run visible for review.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and CommCare once in the Notis portal.
- 2Create the automation in Automations, New Automation, or tell Notis the intended outcome from any channel.
- 3Describe how an approved document workflow should result in a new CommCare web user invitation, including role and permissions supplied in the request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real approved onboarding example and verify the invitation.
Questions about this workflow
Does this approve access automatically?
The action creates an invitation with a role and permissions. Ensure the approval and access details are supplied in the webhook context.
What permissions does the action require?
CommCare requires Edit Web Users and Edit Access API permissions.
What starts the workflow?
An HTTP request starts the Notis webhook. ActiveMerge does not expose a trigger event in this package.
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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