Know which CommCare reports are ready for follow-up
Get a concise inventory of configured reports on a schedule, so follow-up planning starts with the data sources your CommCare project actually has.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Reports
List reports configured in a project.
Why this helps
Teams can lose time planning around reports they have not confirmed are configured in their CommCare project.
- Surface configured report names before planning data follow-up.
- Avoid assuming that report data or fields are available.
- Receive a scheduled summary in your chosen report channel.
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.
- 3Ask Notis to list available CommCare reports and summarize their names for CRM follow-up planning; do not request report data.
- 4Choose notis_cron and set the schedule that fits your review routine.
- 5Choose a run report destination and test once against the live CommCare project.
Questions about this workflow
Does this automation download report data?
No. The selected CommCare action lists reports configured in the project. Downloading report data is outside the listed action.
Does this run when an Agile CRM event occurs?
No Agile CRM triggers are listed, so this workflow uses a Notis recurring schedule.
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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