Turn a deal milestone into a CommCare form submission
When a partnership or funding deal reaches a meaningful stage, Notis can help submit the associated CommCare form using data and XML you have supplied.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
A CRM milestone can be easy to miss when the matching program record still depends on a separate manual step.
- Tie a defined program submission to a deal milestone.
- Reduce switching between sales and program systems.
- Keep required form content explicit in the automation instruction.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and CommCare once in the Notis portal.
- 2Create an automation named for the deal milestone and program submission.
- 3Tell Notis which deal stage represents the milestone, which CommCare form to submit, and provide the required form data and complete XML metadata in your instruction.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal and verify the form submission and returned result.
Questions about this workflow
Does a deal stage contain everything CommCare needs?
Not necessarily. The trigger provides a stage update, but form content and required values must be available in the returned data or supplied in your instruction.
What metadata does the CommCare submission require?
The listed OpenRosa action requires complete XML with deviceID, timeStart, timeEnd, username, userID and instanceID.
Will this work for any deal stage?
Instruct Notis which stage change should represent the program milestone. The workflow should only submit when the form and needed data are grounded and available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to CommCare. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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