Log Sent Outlook Messages in CommCare
Keep outbound communication history with the case by turning important sent messages into CommCare form records.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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
Staff send critical updates from Outlook, but the case history does not show what was communicated.
- Preserve communication context
- Support handoffs across teams
- Reduce manual case note writing
Setup
Build it in a few focused steps.
- 1Connect Outlook and CommCare in Notis.
- 2Create an automation describing which sent messages become communication records.
- 3Select New Sent Message as the trigger.
- 4Choose where reports go and test with one real sent message.
Questions about this workflow
Will every sent email be logged?
Tell Notis which messages qualify and ask it to report messages that lack enough case context.
Can the original email body be included?
Notis can summarize or include the available content according to your instruction and CommCare form limits.
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.
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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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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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