Turn a team onboarding handoff into a CommCare invitation
Keep onboarding moving by turning a clear Agiled handoff into a CommCare web user invitation request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Web User Invitation
Create an invitation for a new web user.
Why this helps
A new teammate's access request can get lost between project coordination and CommCare administration.
- Reduce the gap between onboarding coordination and access setup.
- Include the intended role and permissions in the request.
- Keep a run report for visibility into the invitation workflow.
Setup
Build it in a few focused steps.
- 1Connect Agiled and CommCare once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what to do from any channel.
- 3In one instruction, describe how to use an Agiled onboarding handoff to create a CommCare web user invitation with the requested role and permissions.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real onboarding handoff and review the invitation result.
Questions about this workflow
Can the workflow grant any role or permission automatically?
The action creates an invitation with a specific role and permissions. The requested access must be stated clearly, and the action requires CommCare Edit Web Users and Edit Access API permissions.
How does the workflow start?
Agiled has no trigger events listed here. A Notis webhook starts the workflow when an HTTP request arrives.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to CommCare. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled 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.