Create CommCare invitations from WhatsApp requests
Move access requests from chat to a clear CommCare invitation workflow.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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
User onboarding stalls when role requests sit in a busy WhatsApp thread.
- Shortens onboarding time
- Keeps requested permissions visible
- Creates a consistent invitation trail
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and CommCare in Notis once.
- 2Create an automation that validates a WhatsApp access request and creates an invitation only when email, role, and domain details are present.
- 3Pick New WhatsApp Message Received as the trigger.
- 4Select a report channel and test with one real access request.
Questions about this workflow
What if permission details are missing?
Instruct Notis to ask for clarification or report the request without creating an invitation.
Are invitations sent automatically?
CommCare creates the invitation through its web user invitation action.
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.
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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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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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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