Prepare CommCare web user invitations on a schedule
Batch a planned onboarding round into one scheduled workflow with checked location details and specified access.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Web User Invitation
Create an invitation for a new web user.
Why this helps
A planned onboarding round can become a string of separate location checks and invitation tasks.
- Check supplied program location details.
- Create invitations for named web users with specified access.
- Group planned onboarding into a scheduled run.
Setup
Build it in a few focused steps.
- 1Connect Addresszen and CommCare once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe the outcome to Notis from any channel.
- 3Ask Notis to check the supplied location details and create the specified web user invitations.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real invitation and confirm Edit Web Users and Edit Access API permissions.
Questions about this workflow
Can a schedule create invitations without user details?
No. Supply the users, roles, and permissions for the planned invitation run.
Which permissions are needed?
CommCare requires Edit Web Users and Edit Access API permissions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addresszen to CommCare. A trigger fires from one place; an action lands in another.
Addresszen 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.
Addresszen and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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