Get CommCare access context for an escalated question
Before the program team takes over an escalated course question, let Notis retrieve the relevant CommCare profile details.
Trigger
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Action
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.
Why this helps
An escalation can lose time when teams need to confirm a user's role, permissions, or location first.
- Surface relevant access details during escalation
- Reduce manual profile navigation
- Keep the check tied to a new discussion event
Setup
Build it in a few focused steps.
- 1Connect Canvas and CommCare once in the Notis portal.
- 2Create an automation and specify which messages need an access check.
- 3Provide the credentials and describe how the returned profile should inform follow-up.
- 4Pick New Canvas Discussion Message as the trigger and choose where run reports go.
- 5Test with one authorized real escalation and review the profile result.
Questions about this workflow
Will it infer credentials from a discussion message?
No. Supply credentials through an appropriate secure process; the trigger description does not provide them.
What profile details can the action return?
It can retrieve user profile information including roles, permissions, locations, and configuration details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to CommCare. A trigger fires from one place; an action lands in another.
Canvas 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.
Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
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.
New Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
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 Canvas Discussion Message
Polls Canvas discussion topics for new messages.
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).
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
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.
New Course Created for User
Polls Canvas for newly created courses for a specific user.
New Canvas File Upload
Polls a Canvas course for new file uploads.
Connect any two apps with Notis in the middle.
Canvas and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business CommCare.