Move staff onboarding requests into CommCare
When an onboarding request arrives from AnyDB, Notis can help create the corresponding CommCare web user invitation and reduce manual handoffs.
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
New staff access requests can stall when the person responsible for invitations has to notice and re-enter each request.
- Reduce the chance that a submitted onboarding request is overlooked.
- Use the request details and instruction to create the invitation.
- Keep a run report for tracking invitation outcomes.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and CommCare once in the Notis portal.
- 2Create an automation and describe how to create a CommCare invitation from an incoming onboarding request, including how to handle missing access details.
- 3Pick the Notis webhook trigger and arrange for the onboarding process to send its request to that webhook.
- 4Choose where run reports should go.
- 5Test with one real request and confirm the invitation details in CommCare.
Questions about this workflow
Can this grant permissions without an invitation?
The listed CommCare action creates a web user invitation with specified role and permissions. It requires Edit Web Users and Edit Access API permissions.
Can Notis infer an employee's role?
The role and permissions should be present in the incoming request or clearly specified in your instruction. Notis cannot infer access policy that has not been provided.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to CommCare. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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