Invite new Salesforce implementation contacts to CommCare
Keep onboarding moving by turning a new Salesforce contact into a CommCare invitation, with the role and permissions you specify.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Action
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.
Why this helps
New program partners can wait days for access when a contact is added in Salesforce but someone still has to remember to invite them in CommCare.
- Reduce manual handoffs when onboarding implementation contacts.
- Use the role and permissions you state in the automation instruction.
- Keep the invitation process connected to the Salesforce contact event.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and CommCare once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what outcome you want.
- 3In one instruction, say which new contacts qualify and specify the CommCare role and permissions for the invitation.
- 4Choose the New Contact trigger and select where run reports should go.
- 5Test with one real contact whose email, role, and permissions are appropriate.
Questions about this workflow
Can every new Salesforce contact be invited?
The instruction should identify which contacts qualify. Salesforce contact fields and criteria must be available in the event data or supplied in your instruction.
What does the CommCare action create?
It creates a web user invitation. CommCare requires Edit Web Users and Edit Access API permissions, and the invitation needs an appropriate role and permissions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to CommCare. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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 Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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