Carry campaign responses into CommCare follow-up
Give a campaign response a clear next step by preparing a CommCare follow-up form from the context your team already has.
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
Campaign follow-up can be missed when response details sit in CRM and the next action lives in a separate CommCare workflow.
- Connect campaign follow-up to a concrete form submission.
- Use only response context provided to the automation.
- Keep incomplete form requests visible in run reports.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and CommCare once in the Notis portal.
- 2Create an automation in Automations, New Automation, and enter its name and prompt.
- 3Ask Notis to submit a CommCare follow-up XForm for the response context provided, and report missing required fields instead of filling them in.
- 4Select notis_webhook as the trigger and choose the report destination.
- 5Test with one real response and verify the submission in CommCare.
Questions about this workflow
Will Notis receive Agile CRM campaign events automatically?
No Agile CRM trigger events are listed. Start the workflow with a Notis webhook request containing the relevant response context.
Can the automation infer health or program information?
No. Include the required details in the request or prompt, and have Notis report missing information.
When this happens · Trigger
Do this · Action
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.
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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