Keep your CommCare report catalog current
A simple scheduled inventory helps your team plan around reports known to exist in the project.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Reports
List reports configured in a project.
Why this helps
A report catalog can go stale, leaving planning conversations dependent on outdated assumptions.
- Refresh the list of configured CommCare reports.
- Give planning conversations a concrete report inventory.
- Avoid implying that report data has been downloaded.
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, with a name and prompt.
- 3Ask Notis to list the configured CommCare reports and summarize their names for planning; do not assume data fields or results.
- 4Choose notis_cron and set a monthly schedule.
- 5Select a report destination and test against the CommCare project.
Questions about this workflow
How is this different from a report download?
It only lists configured reports. Report data retrieval is not part of this action.
Can the summary include report owners or refresh times?
Only if CommCare returns those details or you supply them; the listed action is to retrieve available report configurations.
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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