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Find available CommCare reports from a new Drive brief

Get report options into view when a new brief calls for CommCare data.

Trigger

File Created

Triggers when a new file is created in Google Drive.

Action

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.

Why this helps

Finding which CommCare reports exist can slow down the next step after a request or planning brief arrives.

  • Surface available configured reports when a brief arrives.
  • Reduce manual back-and-forth to discover report options.
  • Give your team a clear starting point for report follow-up.

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 brief context and ask for the available CommCare reports.
  • 4Pick Google Drive File Created as the trigger and choose where run reports go.
  • 5Test with one real brief and review the report list.

Questions about this workflow

Does this download report data?

No. The List Reports action retrieves available reports configured in a CommCare project. Downloading report data is a separate task.

Can the brief determine which reports exist?

The action lists reports configured in CommCare. The brief can explain what the team is looking for, but it cannot add reports that are not configured.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Comment Added (Docs/Sheets/Slides)

Triggers when a new comment is added to Google Docs, Sheets, or Slides.

TriggerPolling

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.

ActionInstant

File Created

Triggers when a new file is created in Google Drive.

TriggerPolling

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.

ActionInstant

File Deleted or Trashed

Triggers when a file is moved to trash or permanently deleted in Drive.

TriggerPolling

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).

ActionInstant

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.

TriggerPolling

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.

ActionInstant

File Updated

Triggers when a file's metadata or content changes in Google Drive.

TriggerPolling

Google Drive Changes

Triggers when changes are detected in a Google Drive.

TriggerPolling

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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