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Answer report availability questions from Slack

A quick report lookup can replace a tool hunt and help your team decide what to review next.

Trigger

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

Action

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.

Why this helps

Finding the right report often means interrupting focused work to open CommCare and search through its reporting area.

  • Resolve report availability questions without a manual tool switch.
  • Help teammates choose a report before pursuing data.
  • Keep requests and report discovery connected to the conversation.

Setup

Build it in a few focused steps.

  • 1Connect Slack and CommCare to Notis once in the portal.
  • 2Create an automation prompt asking Notis to retrieve the configured report list for clear report lookup requests.
  • 3Pick the Slack channel message trigger and choose a channel for run reports.
  • 4Test with a channel message asking which reports are available.

Questions about this workflow

Does this download report data?

No. The selected CommCare action lists configured reports; it does not download report data.

Can it answer an unrelated Slack question?

Describe the report lookup request clearly in the prompt and test with a representative message.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Slack to CommCare. A trigger fires from one place; an action lands in another.

Slack triggers

CommCare actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

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.

ActionInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

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.

ActionInstant

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

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).

ActionInstant

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

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.

ActionInstant

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

Connect any two apps with Notis in the middle.

Slack and CommCare, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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