Start quarterly planning with a current CommCare report list
Prepare for planning with a confirmed inventory of the reports your CommCare project has configured.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Reports
List reports configured in a project.
Why this helps
Quarterly plans can depend on reporting assumptions that no one has checked against the current project.
- Confirm configured reports before planning.
- Avoid assuming data availability beyond the listed reports.
- Send the inventory to a chosen run report channel.
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 name it with a prompt.
- 3Ask Notis to list configured reports ahead of quarterly CRM planning; request names only unless additional details are returned.
- 4Select notis_cron and choose a schedule before each planning cycle.
- 5Choose a run report destination and test against the current CommCare project.
Questions about this workflow
Can Notis tell whether each report has current data?
The listed action retrieves configured reports. It does not state that it checks report data freshness.
Can I use a different cadence?
Yes. Choose the recurring schedule that matches your planning cycle.
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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