Move approved staff invitations into CommCare
A referral can start a review of a potential staff invitation, with role and permission details checked before creating it.
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 requests can stall when contact details, access needs, and the CommCare invitation step live in different places.
- Bring a referred contact into an invitation review promptly.
- Keep the requested access details visible for review.
- Catch missing contact or authorization information before invitation.
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 the referred contact and prepare an invitation only when a responsible person has confirmed the person's identity, role, and permissions.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one authorized staff referral and verify the invitation details.
Questions about this workflow
Will every Aeroleads contact receive an invitation?
No. The instruction should require confirmation that the person is an authorized program staff member and that the role and permissions are approved.
What access does CommCare require for this action?
The listed action requires Edit Web Users and Edit Access API permissions. Confirm those permissions are available in your CommCare account.
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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