Create configuration tables for quarterly program plans
Prepare a CommCare reference structure as part of your planning cycle, with its content and domain stated clearly.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Lookup Table
Create a lookup table in a domain.
Why this helps
Configuration details can be agreed in planning but never reach the CommCare table that depends on them.
- Turn a planning artifact into a CommCare lookup table.
- Keep domain and contents explicitly supplied.
- Receive a report for the scheduled setup.
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, with a name and prompt.
- 3Provide the CommCare domain, table name, and configuration entries to create; do not assume Notis can fetch CRM values not included in the request.
- 4Choose notis_cron and set the schedule for the planning cycle.
- 5Select a report destination and test with one real configuration table definition.
Questions about this workflow
Can this revise an existing table?
The listed action creates a new lookup table. Existing table updates are not specified.
What access is required?
CommCare requires Edit Apps permission.
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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