Validate CommCare Access from a New Coda Team Record
Check access early so new program contributors can start with the right profile.
Trigger
New Coda Document Trigger
Triggers when a new Coda document is created.
Action
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.
Why this helps
New team records do not always confirm that CommCare access actually works.
- Catch access issues early
- Confirm roles and locations
- Reduce onboarding back and forth
Setup
Build it in a few focused steps.
- 1Connect Coda and CommCare once.
- 2Create an automation describing how to validate the user and summarize the returned profile.
- 3Pick New Coda Document as the trigger.
- 4Select a report channel.
- 5Test with one authorized team record.
Questions about this workflow
What does the action return?
It validates credentials and retrieves profile details such as roles, permissions, locations, and configuration.
Can it create credentials?
No, credentials must already exist for validation.
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.
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.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
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.
New Coda Document Trigger
Triggers when a new Coda document is created.
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.
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
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).
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
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.
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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