Set up CommCare reference tables from CRM data
Create a reference structure for a CommCare workflow without rebuilding the table setup from scratch each time.
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
Reference data setup can be easy to postpone when it requires a separate manual trip from CRM context into CommCare.
- Create a lookup table for a named reference use case.
- Keep the source and table details explicit in the prompt.
- Use a run report to track the setup result.
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 provide a name and prompt.
- 3Tell Notis which CommCare domain and lookup table to create, and provide the table details; do not assume an existing CRM export is available unless supplied.
- 4Choose notis_cron and set an appropriate schedule for the setup task.
- 5Choose where run reports go and test with one real table definition.
Questions about this workflow
Will the automation synchronize a live CRM catalog?
The listed action creates a lookup table. A live synchronization or export is not specified, so provide the needed table details in the prompt or request.
What permission is needed?
The CommCare action 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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