Review CommCare worker profiles on a schedule
Keep operations reviews focused by asking Notis to retrieve a profile when credentials are securely available to the connected workflow.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Single Sign On
Validate a user’s login and retrieve their profile.
Why this helps
A team can lose time switching systems to confirm a worker's current role, permissions, or location before coordinating CRM follow-up.
- Retrieve profile information for an operations review.
- Surface roles, permissions, and locations returned by CommCare.
- Use a scheduled run report to keep the review visible.
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 enter its name and prompt.
- 3Specify which user profile to validate and ensure the required credentials are available through the connected workflow; tell Notis not to expose credentials in reports.
- 4Select notis_cron and choose the review schedule.
- 5Choose a report destination and test with an authorized CommCare account.
Questions about this workflow
Does this create or change a CommCare user?
No. The action validates login credentials and retrieves a profile; it does not create or modify a user.
What details can the profile include?
The listed action can return roles, permissions, locations, and configuration details for a mobile worker or web user.
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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