Coordinate Box collaboration and CommCare access
When a partner joins a Box folder, check your onboarding criteria and create a matching CommCare invitation when appropriate.
Trigger
New Folder Collaboration Created
Triggers when a new collaboration is created on a specific folder in Box. This trigger monitors a specific Box folder and fires when new collaborations are detected.
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
Adding a program partner to shared files can be followed by a separate, easy-to-miss CommCare access request.
- Notice new folder collaborators as an onboarding signal.
- Apply explicit eligibility and access rules.
- Report collaborators who need a human decision.
Setup
Build it in a few focused steps.
- 1Connect Box and CommCare once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3Describe which collaborators qualify and provide their approved CommCare role and permission rules.
- 4Pick the Box New Folder Collaboration Created trigger and choose where run reports should go.
- 5Test with one real eligible collaborator and review the invitation.
Questions about this workflow
Does a Box role automatically equal a CommCare role?
No. State an approved relationship between Box collaboration details and CommCare access.
What if the collaborator details do not include an email?
Tell Notis to report the missing detail and not create an invitation without the required information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to CommCare. A trigger fires from one place; an action lands in another.
Box 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.
Collaboration Details Changed
Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.
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.
Comment Changed
Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.
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.
New File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
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).
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
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.
File Shared Link Changed
Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
Connect any two apps with Notis in the middle.
Box and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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