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Notis

Create a CommCare Lookup Table from a New Coda Document

Keep CommCare reference data ready whenever a new Coda document is created.

Trigger

New Coda Document Trigger

Triggers when a new Coda document 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 trapped in new Coda documents while CommCare teams wait for manual setup.

  • Reduce manual data re-entry
  • Standardize new reference tables
  • Keep program setup moving

Setup

Build it in a few focused steps.

  • 1Connect Coda and CommCare in Notis once.
  • 2Create an automation and describe the lookup table outcome in one instruction.
  • 3Pick New Coda Document as the trigger.
  • 4Choose where run reports should go.
  • 5Test with one real Coda document.

Questions about this workflow

What data can Notis use?

Notis can analyze the content returned from the new Coda document and use it to create the lookup table.

Can this replace an existing table?

Describe whether to create a new table or check for an existing one before acting.

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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