Create CommCare invitations from checked contact details
When a new staff member is ready to join, Notis can check their contact details and prepare their CommCare web user invitation from one incoming request.
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
Staff onboarding slows down when contact details need correction before an invitation can be created.
- Check email and phone details before creating an invitation.
- Reduce back-and-forth caused by mistyped contact information.
- Include the requested role and permissions in the invitation request.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and CommCare once in the Notis portal.
- 2Create an automation and tell Notis to validate the incoming email and phone before preparing the invitation.
- 3Choose the webhook trigger and configure the sending system to include the person's details and requested role.
- 4Choose where Notis should send run reports.
- 5Test with one real example and confirm the CommCare account has the required invitation permissions.
Questions about this workflow
Can this workflow assign any role?
The request can include a role and permissions, subject to the access available to the connected CommCare account.
What does Addressfinder check?
Addressfinder can validate email and phone details. Notis can use those results before creating the invitation.
What permissions does CommCare require?
The connected account needs Edit Web Users and Edit Access API permissions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to CommCare. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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