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Notis

Turn onboarding webhooks into CommCare invitations

Move approved onboarding events directly into CommCare access setup.

Trigger

Webhook received

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

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

Approved users still wait because onboarding events do not reach CommCare administrators in time.

  • Shortens access provisioning
  • Applies a consistent validation step
  • Provides a clear completion report

Setup

Build it in a few focused steps.

  • 1Connect CommCare in Notis once.
  • 2Create an automation that validates onboarding fields and creates a CommCare invitation.
  • 3Choose a Notis webhook trigger.
  • 4Select a report channel and test with one approved onboarding event.

Questions about this workflow

Can it reject unapproved requests?

Yes. Tell Notis to require an approval indicator before calling the invitation action.

What happens if the role is absent?

The automation should report the missing role and wait for a complete event.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Timelinesai 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 WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

TriggerPolling

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

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

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

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

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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