Submit case updates to the right CommCare application
Move a prepared update into a specific CommCare app when the form data and required metadata are ready.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Submit Form to Application
Submits an XForm to a specified CommCare application.
Why this helps
A case update may be ready in CRM, but completing the separate CommCare submission can become a context-switching task.
- Submit to a specified CommCare application.
- Reduce manual repetition for prepared form submissions.
- Make required XML metadata part of the prompt and test.
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 add its name and prompt.
- 3Describe the XForm, application ID, and required metadata available for the submission; tell Notis to stop and report missing required values.
- 4Pick notis_webhook as the trigger and choose the run report destination.
- 5Test with one real, valid form and verify it in the specified CommCare application.
Questions about this workflow
What form information must be available?
The submission uses XForm XML with required metadata fields including deviceID, timeStart, timeEnd, username, userID, and instanceID.
Does this action choose the application automatically?
The action submits to a specific application, so provide the intended application ID in the request or prompt.
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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