Start CommCare intake from qualifying Salesforce leads
Give qualifying leads a clear next step by submitting your prepared ODK-compatible CommCare form.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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
A new lead may represent a program referral, but intake information can be lost between CRM triage and CommCare data collection.
- Connect lead triage with an existing CommCare intake form.
- Use stated criteria to focus submissions on relevant leads.
- Submit through the ODK-compatible endpoint with a unique instance ID.
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, identify qualifying leads and provide the ODK-compatible XForm structure and required metadata details.
- 4Choose the New Lead trigger and select where run reports should go.
- 5Test with one real qualifying lead and a valid form example with a unique instanceID.
Questions about this workflow
Does this action create a CommCare case?
It submits a form using the ODK-compatible endpoint. Case creation depends on your form and CommCare configuration.
What must the form include?
Provide properly formatted XML, including metadata such as a unique instanceID. Supply any other values not available in the lead event.
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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