Keep CommCare reference data aligned with AgencyZoom
Reduce manual upkeep by using available AgencyZoom product or configuration details to prepare a CommCare lookup table.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Lookup Table
Create a lookup table in a domain.
Why this helps
Reference lists can drift when teams maintain similar product or configuration details in separate systems.
- Reduce manual recreation of reference data structures.
- Make the scheduled run report any missing source details.
- Keep a record of the lookup table creation attempt.
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 which available AgencyZoom product or configuration details should be used for a CommCare lookup table, and how to handle missing information.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real example and confirm the lookup table in the CommCare domain.
Questions about this workflow
Will this automatically keep an existing lookup table synchronized?
The listed action creates a new lookup table. Do not assume it updates or replaces an existing table; describe the desired handling and verify the result in CommCare.
What source data can it use?
It can use product or configuration details available from AgencyZoom. If the required reference values are not available there, supply them in the instruction or treat them as missing.
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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