Keep vetted program partners easy to find in CommCare
Review organization leads on a schedule and prepare reference data for your CommCare program.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Lookup Table
Create a lookup table in a domain.
Why this helps
Partner details spread across prospecting and program tools make it easy to lose track of organizations worth reviewing.
- Reduce repeated searches for organization details.
- Keep a reviewable list of potential program partners.
- Flag missing or uncertain lead details before preparing reference data.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and CommCare once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3Ask Notis to review organization leads and prepare a CommCare lookup table for vetted partners, noting missing details.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real lead and confirm the table contents before using them in a program.
Questions about this workflow
Does this automatically verify an organization is a program partner?
No. Ask Notis to flag candidates for review. Aeroleads lead data alone does not establish an organization's eligibility or partnership status.
What details can be included?
Use details available from Aeroleads and the lookup table requirements for your CommCare domain. Ask Notis to identify missing information rather than infer it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to CommCare. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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