Create a CommCare Web User Invitation from a Coda Onboarding Document
Move new team onboarding from Coda into CommCare access setup with one prompt.
Trigger
New Coda Document Trigger
Triggers when a new Coda document is created.
Action
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.
Why this helps
Access requests sit in onboarding documents while administrators manually retype them into CommCare.
- Speed up access provisioning
- Reduce transcription errors
- Make onboarding requests actionable
Setup
Build it in a few focused steps.
- 1Connect Coda and CommCare in Notis once.
- 2Create an automation describing how to interpret the onboarding document and invite the user.
- 3Pick New Coda Document as the trigger.
- 4Select a report channel for invitation results.
- 5Test with one approved onboarding document.
Questions about this workflow
Can it choose roles automatically?
Tell Notis to use the role and permission details present in the document, and report ambiguity.
What permissions are required?
CommCare requires Edit Web Users and Edit Access API permissions for this action.
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.
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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.
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New Coda Document Trigger
Triggers when a new Coda document is created.
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Triggers when a specific page within a Coda document is updated.
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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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