Create web user invitations from onboarding requests
Capture the access details in a request and let Notis create the CommCare invitation for review and follow-up.
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
Manual onboarding requests can leave invitations waiting while someone rechecks access details and creates them separately.
- Create an invitation from a supplied onboarding request.
- Include the requested role and permissions in the instruction.
- Use the run report to track the automation result.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and CommCare once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for web user onboarding.
- 3Tell Notis to create an invitation only from an authorized request and use the supplied role and permissions.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one authorized example and verify the invitation details.
Questions about this workflow
What permission is required?
The CommCare action requires Edit Web Users and Edit Access API permissions.
Will this choose permissions on its own?
The request should specify the authorized role and permissions. Notis should use those details rather than infer access.
How does onboarding start?
An HTTP request to the Notis webhook starts this workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to CommCare. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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