Turn CRM access requests into CommCare invitations
Keep access requests moving by turning a CRM request into an invitation with the intended role clearly specified.
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
Access requests can sit between systems while someone manually carries the request details into CommCare.
- Reduce manual transfer of invitation details.
- Keep requested role and permissions explicit in the prompt.
- Make invitation runs visible through Notis 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 write a clear name and prompt.
- 3Tell Notis to create a CommCare web user invitation only when the request includes the email, intended role, and permissions; report missing details.
- 4Select notis_webhook as the trigger and choose a run report destination.
- 5Test with one real request and verify the invitation in CommCare.
Questions about this workflow
What does this action require in CommCare?
The listed action requires Edit Web Users and Edit Access API permissions. The account used by the connection needs the required access.
Can Notis infer the user's role?
The role and permissions should be supplied in the request or prompt. Missing access details should be reported rather than guessed.
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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