Find the right CommCare reports for invoice review
Start a recurring invoice review with a clear view of which CommCare reports are available.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Reports
List reports configured in a project.
Why this helps
Teams can lose time searching for the right reporting context before they review invoice documents and program activity.
- Surfaces available CommCare reports on a routine schedule
- Provides a concise starting point for invoice review
- Avoids implying access to report data that has not been retrieved
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.
- 3Tell Notis to list available CommCare reports and summarize those relevant to your invoice review routine.
- 4Choose a recurring Notis cron trigger and select where run reports should go.
- 5Test with one real scheduled run and confirm the report list in CommCare.
Questions about this workflow
Does listing reports retrieve the report data?
No. This action discovers reports configured in the CommCare project. Downloading report data is a separate operation and is not one of the available actions here.
Does the schedule automatically process invoices?
No. The grounded outcome is report discovery to support a review routine. Do not assume this action extracts or submits invoice details.
What starts the automation?
A recurring Notis cron schedule starts it. Affinda does not expose trigger events for this workflow package.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business CommCare.