Create CommCare invitations when ClickUp ownership changes
Reduce onboarding lag when a teammate takes responsibility for work.
Trigger
Task Assignee Updated
Triggers when an assignee is added to or removed from a task. `changes[]` carries `AssigneeAddChange` and/or `AssigneeRemoveChange` entries. A single event may bundle multiple adds and/or removes — for example when a workflow re-routes a task between two users in one operation.
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
New owners wait for access while task responsibility has already moved.
- Shortens access handoffs
- Keeps ownership and access aligned
- Reduces manual invitation requests
Setup
Build it in a few focused steps.
- 1Connect ClickUp and CommCare in Notis once.
- 2Create an automation explaining who should receive an invitation and with which permissions.
- 3Pick the ClickUp Task Assignee Updated trigger.
- 4Choose where run reports should go.
- 5Test with one real reassignment.
Questions about this workflow
Can one event include several assignment changes?
Yes. The event can bundle assignee additions and removals.
What permissions are required?
CommCare 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 Clickup to CommCare. A trigger fires from one place; an action lands in another.
Clickup 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.
Folder Created
Triggers when a new Folder is created.
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.
Folder Deleted
Triggers when a Folder is deleted.
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.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
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).
List Created
Triggers when a new List is created.
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.
List Deleted
Triggers when a List is deleted.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Connect any two apps with Notis in the middle.
Clickup and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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