Create a CommCare lookup table from a new Drive catalog
Add a catalog to Drive and have Notis prepare its reference data for CommCare.
Trigger
File Created
Triggers when a new file is created in Google Drive.
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
Catalogs in Drive can sit unused while teams rebuild the same reference data in CommCare by hand.
- Reduce duplicate entry of catalog data.
- Keep a new reference table close to the source document.
- Use a plain language instruction to describe the table structure.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and CommCare once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, describe the catalog to use, the CommCare domain, and the lookup table structure.
- 4Pick Google Drive File Created as the trigger and choose where run reports go.
- 5Test with one real catalog file and confirm the resulting table.
Questions about this workflow
Can Notis infer which catalog columns belong in the table?
Describe the desired table structure in your instruction. If the file does not provide needed values or column meaning, supply them there.
Does this run for existing Drive files?
This workflow uses the File Created event, so it runs when a new file is created.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to CommCare. A trigger fires from one place; an action lands in another.
Google Drive 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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
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.
File Created
Triggers when a new file is created in Google Drive.
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.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
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).
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
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.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
Connect any two apps with Notis in the middle.
Google Drive and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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