Move new program user requests into CommCare
Give new user setup a predictable path from CRM request to CommCare invitation, with role and access details stated up front.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Web User Invitation
Create an invitation for a new web user.
Why this helps
New program staff can be left waiting when invitation details must be re-entered and checked across separate systems.
- Reduce copy-and-paste during new user setup.
- Keep the requested role and permissions explicit.
- Get a report when required invitation details are absent.
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 write its name and prompt.
- 3Instruct Notis to create an invitation only with a supplied email, role, and permissions; report incomplete requests.
- 4Choose notis_webhook as the trigger and select the run report destination.
- 5Test with one real, authorized user request and confirm the CommCare invitation.
Questions about this workflow
Which CommCare permissions are required?
The action requires Edit Web Users and Edit Access API permissions.
Can this invite a mobile worker?
The listed action creates a web user invitation. It is not described as a mobile worker invitation.
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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