Create a CommCare product reference table from CRM context
Set up a named reference table in CommCare when product or configuration details are ready to use in a workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lookup Table
Create a lookup table in a domain.
Why this helps
Reference data can be stranded in planning notes while a separate CommCare table still needs to be created.
- Create a named lookup table for reference data.
- Start setup from an HTTP request when details are ready.
- Keep table content and domain explicit.
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 give it a name and prompt.
- 3Tell Notis the CommCare domain, table name, and reference details to create; state the data explicitly in the request or prompt.
- 4Choose notis_webhook as the trigger and select a report destination.
- 5Test with one real product or reference table definition.
Questions about this workflow
Will this action continuously update the lookup table from CRM?
The listed action creates a new lookup table. Continuous synchronization is not specified.
What permission does the connection need?
CommCare requires Edit Apps permission for creating a lookup table.
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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