Turn staff onboarding handoffs into CommCare invitations
When a new team member is ready for CommCare, turn the onboarding handoff into an invitation request with the intended access details.
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
A new team member can be ready to help while their CommCare access is still waiting on a separate manual step.
- Reduce the chance that access setup is forgotten after onboarding.
- Use the role and permissions supplied in the request.
- Keep a report of the invitation attempt for follow-up.
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 create a CommCare web user invitation using the new user's role and permissions included in the onboarding request.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real example and confirm the invitation in CommCare.
Questions about this workflow
What information must the onboarding request include?
Include the new user's details and the role and permissions needed for the invitation. CommCare requires Edit Web Users and Edit Access API permissions.
Does this grant access immediately?
The action creates an invitation. The invited user may still need to complete the invitation process in CommCare.
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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