Refresh CommCare lookup data on schedule
Keep recurring reference data ready for field workflows.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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 values become stale when table maintenance depends on memory and manual portal work.
- Reduces stale reference values
- Creates predictable maintenance
- Cuts repetitive setup work
Setup
Build it in a few focused steps.
- 1Connect CommCare and the approved reference source once in Notis.
- 2Create an automation describing the lookup table refresh outcome.
- 3Tell Notis where the current approved values come from and how to create the table.
- 4Pick a Notis cron schedule and choose a report channel.
- 5Run one test execution and verify the table.
Questions about this workflow
Where does the current reference data come from?
Provide a connected source or include the current values in the automation input.
Does this action require special access?
CommCare requires Edit Apps permission.
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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