Keep track of available CommCare reports
A scheduled check can surface the reports configured in CommCare so your team can see what is available without opening the project just to look.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Teams can lose time checking a project repeatedly to see which reports are configured and available.
- Reduce repeated manual checks of report availability.
- Send the result to a chosen report channel.
- Make report discovery a predictable background task.
Setup
Build it in a few focused steps.
- 1Connect CommCare once in the Notis portal.
- 2Create an automation named for the CommCare report availability check.
- 3Tell Notis to retrieve and summarize the reports available in the specified CommCare project.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test once and confirm the listed reports match what the project makes available.
Questions about this workflow
Does this download report data?
No. The listed action discovers available reports. Downloading report data is not among the allowed actions for this workflow.
Can Notis detect which reports were added since the last run?
Only if the workflow has a prior baseline to compare against. If Notis does not retain or receive prior results, provide a baseline or treat each run as a current inventory.
How often should it run?
Choose a schedule that matches how often your CommCare report configuration changes. The trigger starts the check on that recurring schedule.
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.
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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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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
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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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