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Notis

Keep track of reports available in CommCare

Set a recurring Notis check to retrieve the reports currently configured in CommCare and surface the list where your team reviews automation runs.

Trigger

Recurring schedule

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

Action

List Reports

List reports configured in a project.

Why this helps

It is easy to forget which reports are configured when a team relies on periodic health program reporting.

  • See the configured report inventory without a manual lookup.
  • Make periodic report availability checks part of a routine.
  • Keep the returned report list in a consistent run channel.

Setup

Build it in a few focused steps.

  • 1Connect CommCare once in the Notis portal; connect ActiveMerge too if you want both apps available in the workspace.
  • 2Create an automation in Automations, New Automation, or tell Notis the outcome from any channel.
  • 3Ask Notis to retrieve the available reports for the intended CommCare project and summarize the result.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Test with one real project and confirm the returned report list.

Questions about this workflow

Does this download report data?

No. This action discovers reports configured in a project. Downloading report data is a separate step not included among the allowed actions.

Can it tell whether report content changed?

The action returns available reports. To compare with a prior baseline, provide or retain that baseline in the workflow context.

Why use a schedule?

A recurring schedule can make periodic inventory review a routine without relying on someone to remember it.

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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