Invite reviewers for your CommCare document workflow
Keep reviewer onboarding attached to the document workflow that needs their attention.
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
Reviewer setup can become a separate follow-up task, leaving document workflows waiting for the right person to get access.
- Creates a focused reviewer onboarding step
- Lets the instruction specify the intended role and permissions
- Reduces manual context switching when setting up workflow access
Setup
Build it in a few focused steps.
- 1Connect Affinda and CommCare once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, describe when to invite a reviewer and specify the intended role and permissions.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real invitation request and verify the invitation in CommCare.
Questions about this workflow
Does the invitation grant access automatically?
The action creates an invitation with the role and permissions specified. The recipient still needs to complete the invitation process.
What permissions are required?
The CommCare action requires Edit Web Users and Edit Access API permissions.
Can Notis decide the reviewer role from the resume alone?
Only if the role can be grounded in information you provide and the workflow instruction. Do not rely on missing or inferred access requirements.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to CommCare. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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