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Notis

Refresh CommCare reference tables on schedule

Keep recurring program references current without another manual import.

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 tables age quietly between planning cycles and create avoidable field confusion.

  • Reduces stale reference data
  • Creates predictable maintenance
  • Keeps updates visible in reports

Setup

Build it in a few focused steps.

  • 1Connect Google Slides and CommCare in Notis once.
  • 2Create a scheduled automation for reference table maintenance.
  • 3Tell Notis to use the current reference data you provide from planning slides and create the required CommCare lookup table.
  • 4Pick a recurring schedule and choose where run reports go.
  • 5Test with one real refresh.

Questions about this workflow

Where does the scheduled data come from?

Provide or reference the current planning slide content in the automation instruction.

Can the schedule run monthly?

Yes, choose the recurring cadence that matches how often the reference data changes.

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.

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

New Slide Added

Fires when a new slide is added to a Google Slides presentation.

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

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

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

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

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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