Process CommCare Invitations When an Access Page Changes
Keep access requests aligned with the latest approved details in Coda.
Trigger
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
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
Role or location changes can be overlooked after an initial access request is submitted.
- Catch changed permissions
- Reduce stale invitations
- Create a traceable access handoff
Setup
Build it in a few focused steps.
- 1Connect Coda and CommCare once.
- 2Create an automation describing how to interpret approved page changes and invite accordingly.
- 3Pick Specific Coda Page Updated as the trigger.
- 4Select a report channel.
- 5Test with one changed access page.
Questions about this workflow
How should revisions be identified?
Include approval status or revision context in the page, or tell Notis what evidence to require.
Can it revoke an old invitation?
The listed action creates invitations, so use reports to flag any prior invitation that needs separate handling.
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.
Single Sign On
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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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