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Notis

Create CommCare invitations from parsed staff onboarding details

Let Notis use parsed onboarding details to prepare a CommCare web user invitation with the access instructions you provide.

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

Creating accounts from onboarding documents can mean repeating names and email details while separately checking access requirements.

  • Reduce repetitive entry when inviting new web users.
  • Apply the role and permission instructions you provide.
  • Flag missing invitation details for a person to resolve.

Setup

Build it in a few focused steps.

  • 1Connect Airparser and CommCare once in Notis.
  • 2Create an automation describing which parsed staff records should lead to invitations.
  • 3Specify the intended role and permission rules in your instruction.
  • 4Choose a webhook trigger and a channel for run reports.
  • 5Test with one real staff record and review the resulting invitation.

Questions about this workflow

Can Notis decide which permissions a new user should receive?

Provide the role and permission rules. Notis should flag cases that do not fit those rules for review.

What CommCare access does this action require?

The invitation action requires Edit Web Users and Edit Access API permissions.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Airparser to CommCare. A trigger fires from one place; an action lands in another.

Airparser triggers

CommCare actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Lookup Table

Create a lookup table in a domain.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Web User Invitation

Create an invitation for a new web user.

ActionInstant

List Reports

List reports configured in a project.

ActionInstant

Single Sign On

Validate a user’s login and retrieve their profile.

ActionInstant

Submit Form ODK Compatible

Submit form data using an ODK-compatible endpoint.

ActionInstant

Submit Form to Application

Submits an XForm to a specified CommCare application.

ActionInstant

Connect any two apps with Notis in the middle.

Airparser and CommCare, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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