Carry support escalations into a CommCare application
Give an escalation a structured handoff when your team has prepared the CommCare form and application details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Submit Form to Application
Submits an XForm to a specified CommCare application.
Why this helps
Support escalations can get lost when the CRM summary and structured program record live in separate workflows.
- Create a structured handoff for a supported form workflow.
- Submit to a specific application when its ID is provided.
- Track completion through Notis run reports.
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 add its name and prompt.
- 3Describe the escalation form, target application ID, and supplied metadata; require Notis to report any missing required value.
- 4Choose notis_webhook as the trigger and set the report destination.
- 5Test with one valid escalation XForm and confirm it in the target application.
Questions about this workflow
Does the action accept plain CRM text without a form?
It submits an XForm as XML. The required form structure and metadata need to be available for the submission.
Which metadata is required?
The action requires 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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