Create a CommCare invitation from a team roster slide
Turn an approved staffing update into the next access step.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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
New users wait for access while someone manually copies names and roles between tools.
- Speeds up onboarding
- Keeps role instructions tied to the approved roster
- Reduces access request backlog
Setup
Build it in a few focused steps.
- 1Connect Google Slides and CommCare in Notis once.
- 2Create an automation for approved roster slides.
- 3Tell Notis to identify each new web user and create invitations using the roles and permissions stated in the slide.
- 4Pick New Slide Added as the trigger and choose report delivery.
- 5Test with one real roster slide.
Questions about this workflow
What permissions are needed?
Creating an invitation requires Edit Web Users and Edit Access API permissions.
Can the slide grant permissions by itself?
The instruction can use roles and permissions stated in the slide, subject to CommCare permissions and policy.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business CommCare.