Send organization registrations to CommCare ODK
Give mobile programs a clean registration submission for every new partner.
Trigger
New Organization Received Trigger
Triggered when a new organization 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
Organization onboarding slows down when desktop CRM records must be reformatted for mobile systems.
- Supports mobile compatible intake
- Uses consistent instance metadata
- Reduces manual reformatting
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and CommCare in Notis.
- 2Create an automation named ODK organization registration.
- 3Describe the required ODK XML, metadata, and unique instanceID for each organization.
- 4Pick New Organization Received and choose a report destination.
- 5Test with a real organization and verify the submission.
Questions about this workflow
Is this different from standard XForm submission?
It uses the ODK compatible CommCare action intended for Android client compatibility.
Can it handle duplicate organizations?
Ask Notis to flag likely duplicates for review before submitting.
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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