Validate CommCare profile details from CRM access requests
Check the requested CommCare profile as part of handling an access request, with an authorized account and credentials available to the workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Single Sign On
Validate a user’s login and retrieve their profile.
Why this helps
A request can bounce between CRM and CommCare while someone tries to confirm the account's current profile details.
- Retrieve profile details in response to a specific request.
- Check roles, permissions, and locations returned by CommCare.
- Keep sensitive credentials out of 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 write its name and prompt.
- 3Instruct Notis to validate the specified authorized user and summarize returned profile details without including credentials in its report.
- 4Select notis_webhook as the trigger and choose where run reports should go.
- 5Test with one authorized user request.
Questions about this workflow
Does the action authenticate an Agile CRM user?
No. It validates credentials for a CommCare mobile worker or web user.
What can the result include?
The profile may include roles, permissions, locations, and configuration details.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business CommCare.