Create CommCare invitations from access request emails
Let Notis turn a clear access request into a CommCare web user invitation, with role and permission details guided by your instruction.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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 can linger in email while an administrator manually prepares each invitation and checks the requested role.
- Reduce repetitive invitation setup.
- Keep access requests attached to their email context.
- Apply only the role and permissions explicitly authorized in your instruction.
Setup
Build it in a few focused steps.
- 1Connect Gmail and CommCare once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3Describe the outcome in one instruction, including which request details and approved roles to use.
- 4Pick New Gmail Message Received as the trigger and choose where run reports should go.
- 5Test with one real access request and review the invitation details.
Questions about this workflow
Will it decide what permissions someone should receive?
No. Specify the approved role and permissions in your instruction or provide a clear request containing them. The workflow should flag ambiguous requests rather than guess.
What CommCare permissions does this action require?
The invitation action requires Edit Web Users and Edit Access API permissions in CommCare.
Can I use it for any email?
Set the instruction to act only on the access requests you intend to process. Review the run report and invitation details during testing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to CommCare. A trigger fires from one place; an action lands in another.
Gmail 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 Gmail Message Received Trigger
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Connect any two apps with Notis in the middle.
Gmail and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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