Connect Agile CRM to CommCare
When something happens in Agile CRM, Notis takes the next step in CommCare. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Agile CRM to CommCare
Send Qualified CRM Leads to CommCare Intake
Turn an Agile CRM qualification signal into a submitted CommCare intake form, with Notis preparing the XForm from details available in your CRM and prompt.
Review CommCare Reports for CRM Follow-Up
On a schedule, have Notis list the reports available in CommCare so your team can see which reporting sources are ready for follow-up planning.
Invite CommCare Users from CRM Requests
Start from a CRM request sent to a Notis webhook and prepare a CommCare web user invitation using the intended role and permissions supplied in the request.
Create CommCare Reference Tables from CRM Catalogs
Run a scheduled setup to create a CommCare lookup table for a reference dataset, such as a product catalog or configuration table, based on details supplied to Notis.
Submit CRM Case Updates to a CommCare App
Use a webhook to ask Notis to submit a prepared XForm to a specific CommCare application when a case update is ready and the required XML data is available.
Check CommCare Worker Profiles for CRM Operations
On a schedule, validate supplied CommCare login credentials and retrieve the profile details needed for an operations review alongside CRM work.
Submit ODK-Compatible CommCare Forms from CRM Requests
Let an HTTP request start a Notis workflow that submits prepared form XML through CommCare's ODK-compatible endpoint for Android client compatibility.
Turn CRM Campaign Responses into CommCare Follow-Up Forms
Start from an HTTP request tied to a campaign response and submit a CommCare follow-up form using only response details and required data provided to Notis.
Keep a Monthly CommCare Report Catalog for CRM Planning
Have Notis periodically list configured CommCare reports and summarize the current catalog for teams planning CRM operations or program follow-up.
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to CommCare. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
Migrate background jobs to a durable queue You can cancel it through Stripe
3 daysNotis v3 release update This one’s v3: Notis Manager (desktop app with …
8 daysAdd multi-tenant RBAC User initiates a voice call
13 daysDraft pricing v (tiers, limits, overages) and sanity-check margins
2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Agile CRM and CommCare
Connect any two apps with Notis in the middle.
Agile CRM and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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