Turn reviewed partner leads into CommCare referrals
Keep referral intake moving by preparing submissions from reviewed leads and your existing CommCare form requirements.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Submit Form to CommCare
Why this helps
Manually rechecking prospect details and re-entering approved referrals adds friction to program intake.
- Reduce repeat entry for reviewed referral details.
- Surface incomplete records before submission.
- Keep the referral process tied to the form requirements your program already uses.
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 submit only reviewed referrals that meet your existing CommCare XForm requirements, and report any missing fields.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one authorized example and confirm the submitted form in CommCare.
Questions about this workflow
Can Notis invent fields for my referral form?
No. Provide or reference your existing form requirements. The automation should report missing required information rather than make it up.
What does the CommCare action need?
The listed action submits an XForm using OpenRosa and requires complete XML with metadata such as device ID, start and end times, username, user ID, and instance ID.
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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