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Notis

Prepare CommCare invitations from verified web research

When research confirms a collaborator needs access, make the invitation step easier to track.

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

Access requests and the evidence supporting them are easy to separate when you move between research and CommCare administration.

  • Keep research context with an access request
  • Use the explicitly supplied role and permissions
  • Receive a clear report on the invitation attempt

Setup

Build it in a few focused steps.

  • 1Connect AgentQL and CommCare once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name and prompt.
  • 3Tell Notis to verify the requested user details from AgentQL and create an invitation using the role and permissions you specify.
  • 4Choose notis_webhook as the trigger and select where run reports go.
  • 5Test with one real invitation request and review the report.

Questions about this workflow

Will the automation decide what permissions someone should receive?

No. Specify the intended role and permissions in the instruction; the workflow should not guess access rights.

What permissions does CommCare require?

The connection needs Edit Web Users and Edit Access API permissions.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agentql to CommCare. A trigger fires from one place; an action lands in another.

Agentql triggers

CommCare actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Lookup Table

Create a lookup table in a domain.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Web User Invitation

Create an invitation for a new web user.

ActionInstant

List Reports

List reports configured in a project.

ActionInstant

Single Sign On

Validate a user’s login and retrieve their profile.

ActionInstant

Submit Form ODK Compatible

Submit form data using an ODK-compatible endpoint.

ActionInstant

Submit Form to Application

Submits an XForm to a specified CommCare application.

ActionInstant

Connect any two apps with Notis in the middle.

Agentql and CommCare, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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