Submit a CommCare intake form for every new ClickUp task
Capture new operational work in CommCare while the context is still fresh.
Trigger
Task Created
Triggers when a new task is created in the configured Workspace.
Action
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).
Why this helps
Copying new tasks into a mobile workflow creates delays and dropped handoffs.
- Keeps ClickUp and field intake aligned
- Reduces duplicate data entry
- Creates a consistent intake trail
Setup
Build it in a few focused steps.
- 1Connect ClickUp and CommCare in Notis once.
- 2Create an automation and describe the intake outcome in one instruction.
- 3Pick the ClickUp Task Created trigger.
- 4Choose where run reports should be sent.
- 5Test with one real ClickUp task.
Questions about this workflow
What starts this workflow?
A new task created in the configured ClickUp Workspace.
Can Notis prepare the form content?
Yes. Tell Notis which task context to include; required CommCare XML metadata must still be available.
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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