Connect Outlook to CommCare
When something happens in Outlook, Notis takes the next step in CommCare. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Outlook to CommCare
Turn New Outlook Emails into CommCare Intake Forms
Read each new Outlook message, extract the intake details, and submit a complete CommCare form for case creation.
Submit ODK Compatible CommCare Forms from Outlook Follow Ups
Use incoming Outlook follow ups to prepare and submit ODK compatible CommCare forms with complete metadata.
Create CommCare Appointment Forms from New Outlook Events
When an Outlook calendar event is created, submit the appointment details to CommCare as a structured form.
Send Changed Outlook Visits to CommCare ODK
When an Outlook calendar event changes, submit an ODK compatible update so CommCare reflects the latest visit details.
Log Sent Outlook Messages in CommCare
Summarize a sent Outlook message and submit it as a communication record through a CommCare form.
Register New Outlook Contacts in CommCare
Use a newly added Outlook contact to submit a CommCare registration form with the available profile details.
Turn Outlook Report Requests into CommCare Report Discovery
Read a report request in Outlook, identify the relevant CommCare reports, and return the available report list.
Review CommCare Reports on a Schedule
Run a recurring check of configured CommCare reports and send a concise inventory to your chosen channel.
Create CommCare Web User Invitations from Approved Outlook Emails
When an approved invitation request arrives in Outlook, create a CommCare web user invitation with the requested role details.
Supported Triggers and Actions
Notis builds workflows that link Outlook to CommCare. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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).
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
Migrate background jobs to a durable queue You can cancel it through Stripe
3 daysNotis v3 release update This one’s v3: Notis Manager (desktop app with …
8 daysAdd multi-tenant RBAC User initiates a voice call
13 daysDraft pricing v (tiers, limits, overages) and sanity-check margins
2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Outlook and CommCare
Connect any two apps with Notis in the middle.
Outlook and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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