Review access profiles as part of operations planning
Put a profile check on the calendar so role and location context is ready for your next operations review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Single Sign On
Validate a user’s login and retrieve their profile.
Why this helps
Access details can become a last-minute lookup when a CRM operation depends on knowing who can do what in CommCare.
- Bring profile context into a recurring operations review.
- See returned roles, permissions, and locations together.
- Keep the check tied to an identified authorized account.
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 a name and prompt.
- 3Specify the account to validate and ask Notis to summarize returned profile details without exposing credentials.
- 4Select notis_cron and set the review schedule.
- 5Choose the report channel and test with an authorized account.
Questions about this workflow
Does the profile check change permissions?
No. Single Sign On validates credentials and retrieves profile information; it does not change access.
What if credentials are unavailable?
The connected workflow needs valid credentials to perform the check. Have Notis report that the check could not be completed.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business CommCare.