Create CommCare web user invitations from approved requests
Turn a recurring access review into a clear invitation workflow for new CommCare users.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Access requests linger when nobody remembers to turn approved details into an invitation.
- Reduce onboarding delays
- Create invitations from approved inputs
- Keep access work on a predictable cadence
Setup
Build it in a few focused steps.
- 1Connect CommCare in Notis once.
- 2Create an automation describing how to handle approved invitation requests available to Notis.
- 3Set the recurring schedule for the review.
- 4Choose a report channel for invitation results and exceptions.
- 5Test with one approved request.
Questions about this workflow
Can the schedule invent missing roles?
No. Roles and permissions must be supplied in the approved request or your instruction.
What permissions are required?
CommCare requires Edit Web Users and Edit Access API permissions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to CommCare. A trigger fires from one place; an action lands in another.
Mailchimp 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.
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.
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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).
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
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Connect any two apps with Notis in the middle.
Mailchimp and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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