Move qualified Agile CRM leads into CommCare intake
Start an intake from a CRM lead without switching systems or retyping the details your team already captured.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Submit Form to CommCare
Why this helps
A qualified lead can stall when someone has to copy contact details into a separate CommCare intake process.
- Reduce repeated entry between CRM and case intake.
- Keep intake focused on information present in the CRM or supplied in the prompt.
- Receive a run report through the channel you select.
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 to prepare and submit a CommCare intake XForm for a qualified lead using only available details; specify how to handle missing required data.
- 4Choose notis_webhook as the trigger and select where run reports should go.
- 5Test with one real example and confirm the submitted form in CommCare.
Questions about this workflow
Does Agile CRM provide the trigger for this workflow?
Agile CRM has no listed trigger events here, so a Notis webhook starts the automation when an HTTP request is sent to it.
Will Notis invent missing intake details?
No. Instruct Notis to use available information and report or request any required details that are missing.
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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