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Notis

Move complete intake requests into CommCare

An incoming request can start a focused check for the details your existing intake form requires.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Submit Form ODK Compatible

Submit form data using an ODK-compatible endpoint.

Why this helps

Urgent intake requests can be delayed by scattered details and repeated data entry across tools.

  • Start an intake review when a request arrives.
  • Identify missing information before submission.
  • Reduce repeated entry for details already available from the reviewed contact.

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 prepare an ODK-compatible submission only when the reviewed information meets your existing form requirements.
  • 4Pick a webhook trigger and choose where run reports go.
  • 5Test with one real, authorized example and verify the resulting form in CommCare.

Questions about this workflow

Does this action create a case automatically?

The listed action submits form data. Whether that form creates or updates a case depends on your CommCare application and form configuration.

What if details are missing?

Have Notis report the missing required information and leave the submission unprepared until it is supplied.

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.

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.

Aeroleads and CommCare, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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