Run a Scheduled CommCare Access Audit
Keep access reviews on the calendar with a recurring CommCare profile check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Access reviews are easy to postpone, leaving outdated roles and locations undiscovered.
- Make access reviews predictable
- Surface role changes earlier
- Reduce manual audit preparation
Setup
Build it in a few focused steps.
- 1Connect CommCare in the Notis portal.
- 2Create a scheduled automation describing the users and profile details to validate.
- 3Choose a recurring Notis schedule as the trigger.
- 4Select a report channel and test with one immediate run.
Questions about this workflow
Can it compare against an earlier audit?
Only when a previous baseline is supplied or retained by your workflow; otherwise it reports the current profile results.
What if a credential fails?
Notis reports the failed check and continues with other authorized checks when instructed.
When this happens · Trigger
Do this · Action
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.
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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