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Notis

Check a CommCare account profile on a schedule

Set a recurring check that validates supplied login credentials and retrieves the CommCare profile details returned by the action.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Single Sign On

Validate a user’s login and retrieve their profile.

Why this helps

When access details are handled across tools, teams can lose track of which account profile and permissions were confirmed.

  • Retrieve the profile details returned for supplied credentials.
  • Review roles, permissions, locations, and configuration details together.
  • Keep scheduled check outcomes in a consistent run channel.

Setup

Build it in a few focused steps.

  • 1Connect CommCare once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or explain the desired check to Notis from any channel.
  • 3Describe which supplied account credentials to validate and which returned profile details to summarize.
  • 4Choose a recurring schedule and the channel for run reports.
  • 5Test with one authorized account example and review the returned profile.

Questions about this workflow

What does the action return?

It validates login credentials and retrieves user profile information, including roles, permissions, locations, and configuration details.

Can it check credentials that were not supplied?

No. Supply the login credentials through the appropriate workflow context.

Does it change account permissions?

No. This action validates and retrieves profile information; it does not create or modify permissions.

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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