Submit a visit plan slide to CommCare
Move approved visit plans into the system before field work starts.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
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).
Why this helps
Visit plans copied later often miss dates, locations, or required metadata.
- Improves plan timeliness
- Preserves structured visit details
- Reduces manual rekeying
Setup
Build it in a few focused steps.
- 1Connect Google Slides and CommCare in Notis once.
- 2Create an automation for visit plan submissions.
- 3Tell Notis to read the approved plan slide, produce complete OpenRosa XML, and submit it to CommCare.
- 4Pick New Slide Added and select where reports go.
- 5Test with one real visit plan.
Questions about this workflow
Can a plan include multiple visits?
The instruction can describe how to process the visits represented on the slide, provided the target form supports them.
What metadata must be supplied?
Include deviceID, timeStart, timeEnd, username, userID, and instanceID.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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.
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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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