Turn an approved Airtable roster into CommCare invitations
Give Notis a recurring schedule and one clear instruction for finding approved roster entries and preparing their CommCare invitations.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Web User Invitation
Tool to create an invitation for a new web user in CommCare. Use when you need to invite a user with specific role and permissions. Requires 'Edit Web Users & Edit Access API' permissions.
Why this helps
Inviting each approved program user by hand adds follow-up work and makes onboarding easier to leave unfinished.
- Reduce repetitive invitation work for approved users.
- Keep role and permission intent clear in the automation instruction.
- Review invitation run reports from a chosen channel.
Setup
Build it in a few focused steps.
- 1Connect Airtable and CommCare once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the onboarding workflow.
- 3In one instruction, tell Notis how to identify approved roster entries and create each invitation with its specified role and permissions.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real approved roster entry and verify the requested access.
Questions about this workflow
What starts the invitations?
A recurring Notis schedule starts the check. Notis can then find approved roster entries in Airtable.
What permissions does CommCare require?
The connected CommCare user needs Edit Web Users and Edit Access API permissions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to CommCare. A trigger fires from one place; an action lands in another.
Airtable triggers
CommCare actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Lookup Table
Tool to create a new lookup table in a CommCare domain. Use when you need to set up reference data structures like product catalogs, price lists, or configuration tables. Requires 'Edit Apps' permission.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Web User Invitation
Tool to create an invitation for a new web user in CommCare. Use when you need to invite a user with specific role and permissions. Requires 'Edit Web Users & Edit Access API' permissions.
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
List Reports
Tool to retrieve available reports configured in a CommCare project. Use when you need to discover what reports exist before downloading report data via the Download Report Data API.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Single Sign On
Tool to validate login credentials and retrieve user profile for a mobile worker or web user. Use when you need to authenticate a user and obtain their profile information including roles, permissions, locations, and configuration details.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Submit Form to CommCare
Tool to submit an XForm to CommCare following the OpenRosa standard. Use when you need to submit form data with complete XML including required metadata fields (deviceID, timeStart, timeEnd, username, userID, instanceID).
View Created
Triggers when a new view is created in an Airtable base.
Submit Form ODK Compatible
Tool to submit form data using ODK-compatible endpoint for Android client compatibility. Use when submitting XForm data to CommCare. Requires properly formatted XML with metadata including unique instanceID.
View Deleted
Triggers when a previously known Airtable view is deleted.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
Connect any two apps with Notis in the middle.
Airtable 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.