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Notis

Review CommCare Lookup Data After a Coda Document Is Deleted

Make document deletions visible before dependent CommCare reference data is removed or abandoned.

Trigger

Coda Document Deleted Trigger

Triggers when a Coda document is deleted.

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

Deleting a source document can silently leave orphaned reference data in CommCare.

  • Surface orphaned reference data
  • Create an auditable review step
  • Avoid accidental cleanup

Setup

Build it in a few focused steps.

  • 1Connect Coda and CommCare once.
  • 2Create an automation describing the deletion review and lookup table outcome.
  • 3Pick Coda Document Deleted as the trigger.
  • 4Choose where run reports should be delivered.
  • 5Test with one deleted-document example.

Questions about this workflow

Will this delete CommCare data automatically?

The available action creates lookup tables, so use the workflow to document or stage review information rather than claim deletion.

What if the deleted document cannot be read?

Ask Notis to report the document identifier and the missing context for follow-up.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Coda to CommCare. A trigger fires from one place; an action lands in another.

Coda 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

Coda Document Deleted Trigger

Triggers when a Coda document is deleted.

TriggerPolling

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

New Coda Document Trigger

Triggers when a new Coda document is created.

TriggerPolling

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

New Coda Page Trigger

Triggers when a new page is added to a Coda document.

TriggerPolling

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

Specific Coda Page Updated Trigger

Triggers when a specific page within a Coda document is updated.

TriggerPolling

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

Connect any two apps with Notis in the middle.

Coda and CommCare, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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