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Notis

Create CommCare reference tables for new ClickUp Lists

Give each new workstream a usable reference structure from day one.

Trigger

List Created

Triggers when a new List is created.

Action

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.

Why this helps

Reference data gets rebuilt manually whenever a new workstream appears.

  • Standardizes new workstreams
  • Reduces setup repetition
  • Makes forms easier to configure

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and CommCare in Notis once.
  • 2Create an automation describing how a new List should produce reference data.
  • 3Pick the ClickUp List Created trigger.
  • 4Choose where run reports should go.
  • 5Test with one real List.

Questions about this workflow

Can the workflow use the List name?

Yes, instruct Notis to use the event context when naming or describing the table.

Does it copy task records into the table?

No. It creates the lookup table structure and values you specify.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Folder Created

Triggers when a new Folder is created.

TriggerInstant

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.

ActionInstant

Folder Deleted

Triggers when a Folder is deleted.

TriggerInstant

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.

ActionInstant

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

TriggerInstant

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).

ActionInstant

List Created

Triggers when a new List is created.

TriggerInstant

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.

ActionInstant

List Deleted

Triggers when a List is deleted.

TriggerInstant

List Updated

Triggers when a List is updated (renamed, content edited, etc.).

TriggerInstant

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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