Move client handoffs into CommCare enrollment
Start a health program enrollment from an AgencyZoom client handoff, without re-entering the details by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Submit Form to CommCare
Why this helps
Client information can get stranded between the agency sales process and the team coordinating a health program.
- Reduce repeated data entry during client handoffs.
- Keep enrollment submissions tied to the information provided in the incoming request.
- Give the program team a clear run report for each submission.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and CommCare once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name and prompt.
- 3Tell Notis to submit a CommCare enrollment form using the client and program details included in the incoming request.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real example and confirm the submitted form in CommCare.
Questions about this workflow
What starts this workflow?
An HTTP request starts the Notis webhook. The request needs to include the client and program details needed for the CommCare form.
Does Notis configure CommCare form fields for me?
No. Describe the desired outcome in the prompt, and provide the data needed for the form submission. The submitted XForm must include the required metadata.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to CommCare. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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