Carry service case details into a CommCare form
Keep a service case moving by submitting its prepared CommCare form through a webhook triggered workflow.
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
Service case details can be entered once in CRM and then left waiting for someone to retype them into a CommCare form.
- Reduce duplicate entry for prepared case forms.
- Make missing required details visible.
- Use a specific webhook request as the handoff point.
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.
- 3Tell Notis to submit the supplied service case XForm and report missing required XML or metadata rather than guessing.
- 4Choose notis_webhook as the trigger and select a report destination.
- 5Test with one valid service case form and confirm it in CommCare.
Questions about this workflow
Can Notis generate a valid form without a template?
The action submits an XForm following the OpenRosa standard. Supply the form requirements and metadata needed for a valid submission.
Which metadata fields are listed?
The required fields include deviceID, timeStart, timeEnd, username, userID, and instanceID.
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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