Process planned CommCare invitations on schedule
Keep onboarding moving even when access requests arrive in batches.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Batch onboarding waits for a manual admin session and becomes easy to forget.
- Clears onboarding batches consistently
- Reduces admin context switching
- Keeps invitation runs reportable
Setup
Build it in a few focused steps.
- 1Connect Google Slides and CommCare in Notis once.
- 2Create a scheduled automation for approved access plans.
- 3Tell Notis to process the access entries you provide and create the corresponding CommCare invitations.
- 4Pick a recurring schedule and choose a report channel.
- 5Test with one planned batch.
Questions about this workflow
Where are the approved access entries kept?
Reference the current access plan content from your planning slides in the automation instruction.
Are permissions checked?
The CommCare connection must have the required invitation permissions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to CommCare. A trigger fires from one place; an action lands in another.
Google Slides 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.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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.
Google Slides and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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