Move note action items into CommCare ODK
Keep commitments from customer conversations visible in mobile workflows.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
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.
Why this helps
Action items recorded in CRM notes are easy to miss during field execution.
- Reduces missed commitments
- Produces mobile compatible submissions
- Separates decisions from free text
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and CommCare in Notis.
- 2Create an automation named Note action ODK.
- 3Describe how to extract action items and generate valid ODK XML with unique instance IDs.
- 4Choose New Note Received and a report destination.
- 5Test with one note containing a clear action item.
Questions about this workflow
Can it ignore notes without actions?
Yes. Instruct Notis to report that no submission is needed when no actionable item is present.
Who supplies the XML structure?
Use your CommCare ODK form structure and include it in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to CommCare. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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 Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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).
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.
Connect any two apps with Notis in the middle.
Pipedrive and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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