Create a CommCare invitation from an onboarding call
Finish access setup while the onboarding details are still clear.
Trigger
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
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
New user access waits because roles and email details are trapped in meeting notes.
- Reduces access setup delays
- Captures the agreed role
- Creates an auditable handoff
Setup
Build it in a few focused steps.
- 1Connect Fireflies and CommCare once in Notis.
- 2Create an automation for approved onboarding access.
- 3Tell Notis to extract the invitee and role details and create the CommCare invitation.
- 4Pick the transcription complete trigger and choose where reports go.
- 5Test with one onboarding transcript and verify the invitation details.
Questions about this workflow
Can this invite any role?
It can use the role and permissions explicitly agreed in the transcript and accepted by CommCare.
What permissions are needed?
CommCare requires Edit Web Users and Edit Access API permissions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to CommCare. A trigger fires from one place; an action lands in another.
Fireflies 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.
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
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.
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.
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).
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.
Fireflies and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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