Submit field visit forms from CRM work
Use a prepared form and unique instance ID to carry field visit information into CommCare's ODK-compatible submission path.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Submit Form ODK Compatible
Submit form data using an ODK-compatible endpoint.
Why this helps
Field visit documentation can remain incomplete when someone has to move between CRM work and a separate mobile data submission.
- Use the CommCare ODK-compatible endpoint.
- Keep a unique instanceID requirement explicit.
- Reduce manual re-entry for prepared submissions.
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 provide a name and prompt.
- 3Ask Notis to submit the supplied field visit XForm using the ODK-compatible endpoint and unique instanceID; report missing values.
- 4Choose notis_webhook as the trigger and select the run report destination.
- 5Test with one valid field visit form and verify the CommCare result.
Questions about this workflow
Does this create a case directly?
The listed action submits form data through an ODK-compatible endpoint. It does not separately describe direct case creation.
What must be unique?
The XML must include a unique instanceID.
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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